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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2401
Harding Loevner
New Jersey
$31K – – –
PCM
2402
Peak Capital Management
Colorado
$30K +$31.6K +288 New
GTAM
2403
Global Trust Asset Management
Florida
$26K -$947K -8,635 -97%
RWG
2404
Regal Wealth Group
California
$26K -$23.5K -214 -46%
ST
2405
Sageworth Trust
Pennsylvania
$25K -$6.47K -59 -20%
MFT
2406
Moisand Fitzgerald Tamayo
Florida
$25K – – –
CFC
2407
Coyle Financial Counsel
Illinois
$22K -$12.5K -114 -35%
TVWM
2408
Tower View Wealth Management
Wisconsin
$21K +$11.1K +101 +101%
RPG
2409
Risk Paradigm Group
Texas
$20.8K -$294K -2,680 -93%
SIS
2410
Sound Income Strategies
Florida
$20K +$439 +4 +2%
CGI
2411
CI Global Investments
California
$18K +$9.43K +86 +96%
PRS
2412
Pinkerton Retirement Specialists
Idaho
$18K +$18.4K +168 New
CWA
2413
Clarus Wealth Advisors
Arizona
$17K +$17.3K +158 New
CWM
2414
Cedar Wealth Management
California
$17K +$17.4K +159 New
CMBA
2415
C.M. Bidwell & Associates
Hawaii
$15K -$333K -3,035 -95%
LWA
2416
Lowe Wealth Advisors
Maryland
$15K -$18.1K -165 -53%
NA
2417
NewEdge Advisors
Louisiana
$14.7K +$9.79M +89,266 +178%
IF
2418
Ironwood Financial
Arizona
$14K – – –
NIA
2419
Northstar Investment Advisors
Colorado
$13K -$74.5K -679 -7%
BCM
2420
Brasada Capital Management
Texas
$12K – – –
HWM
2421
Holloway Wealth Management
Florida
$10K – – –
RIM
2422
Ranger Investment Management
Texas
$10K – – –
RCC
2423
Red Cedar Capital
Nebraska
$10K – – –
TJHA
2424
Thomas J. Herzfeld Advisors
Florida
$10K – – –
OBWP
2425
O'Brien Wealth Partners
Massachusetts
$9K -$116K -1,060 -92%
95 96
97
98 99