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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
2576
Bogart Wealth LLC
Virginia
$62K – – –
HFM
2577
Harvest Fund Management
China
$56K -$46.9K -415 -47%
SWM
2578
Selective Wealth Management
Virginia
$54K +$51.5K +455 New
SIS
2579
Sound Income Strategies
Florida
$53K -$6.67K -59 -12%
SL
2580
Salomon & Ludwin
Virginia
$52K – – –
PWP
2581
Personal Wealth Partners
Minnesota
$52K +$22.4K +198 +80%
RIM
2582
Ranger Investment Management
Texas
$51K – – –
GWAG
2583
Garrett Wealth Advisory Group
Texas
$48K +$46.1K +408 New
HI
2584
Human Investing
Oregon
$46K – – –
MGI
2585
MayTech Global Investments
New York
$44K – – –
JWM
2586
Janiczek Wealth Management
Colorado
$44K +$19.8K +175 +88%
CFN
2587
Cordasco Financial Network
Florida
$39K – – –
EAM
2588
Eukles Asset Management
Ohio
$37K +$9.61K +85 +36%
RBC
2589
Roble Belko & Company
Pennsylvania
$36K – – –
DP
2590
Denver PWM
Colorado
$35.5K +$34.2K +302 New
CJA
2591
C-J Advisory
California
$35K – – –
AWMS
2592
Advocacy Wealth Management Services
Georgia
$30K -$8.26K -73 -22%
RWG
2593
Regal Wealth Group
California
$30K – – –
MWC
2594
MBM Wealth Consultants
Missouri
$29K – – –
MFT
2595
Moisand Fitzgerald Tamayo
Florida
$29K – – –
AWM
2596
Avondale Wealth Management
Texas
$27K – – –
WCM
2597
Wealthcare Capital Management
Virginia
$27K – – –
LWA
2598
Lowe Wealth Advisors
Maryland
$25K – – –
RCWMU
2599
Rothschild & Co Wealth Management (UK)
United Kingdom
$23K -$1.06M -9,373 -98%
LFG
2600
Larson Financial Group
Missouri
$17K – – –