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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2576
Ellevest Inc
New York
$30K +$30.2K +293 New
RWG
2577
Regal Wealth Group
California
$26K – – –
GTAM
2578
Global Trust Asset Management
Florida
$25K -$418K -4,062 -94%
MWC
2579
MBM Wealth Consultants
Missouri
$25K – – –
MFT
2580
Moisand Fitzgerald Tamayo
Florida
$25K – – –
SIS
2581
Sound Income Strategies
Florida
$23K -$618 -6 -3%
WCM
2582
Wealthcare Capital Management
Virginia
$23K – – –
LWA
2583
Lowe Wealth Advisors
Maryland
$21K +$13.1K +127 +155%
JWM
2584
Janiczek Wealth Management
Colorado
$20K -$43.3K -420 -68%
EAM
2585
Eukles Asset Management
Ohio
$17K +$11.6K +113 +205%
IF
2586
Ironwood Financial
Arizona
$14K – – –
LFG
2587
Larson Financial Group
Missouri
$14K +$103 +1 +0.7%
CAGAS
2588
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
TJHA
2589
Thomas J. Herzfeld Advisors
Florida
$11K – – –
HWM
2590
Holloway Wealth Management
Florida
$10K – – –
RCC
2591
Red Cedar Capital
Nebraska
$10K – – –
TVWM
2592
Tower View Wealth Management
Wisconsin
$10K – – –
FA
2593
Financial Advantage
Maryland
$10K +$10.3K +100 New
NCM
2594
Next Capital Management
New York
$8K – – –
SFPIA
2595
Stevens First Principles Investment Advisors
California
$6K – – –
CWA
2596
Clarus Wealth Advisors
Arizona
$5K -$10.3K -100 -67%
BCMIO
2597
Beacon Capital Management Inc (Ohio)
Ohio
$5K – – –
CIR
2598
Clear Investment Research
Georgia
$4K – – –
CMBA
2599
C.M. Bidwell & Associates
Hawaii
$4K – – –
MIM
2600
Macroview Investment Management
Maryland
$4K – – –
102 103
104
105 106