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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
2601
C-J Advisory
California
$34K – – –
RBC
2602
Roble Belko & Company
Pennsylvania
$34K – – –
GTAM
2603
Global Trust Asset Management
Florida
$33K +$559K +5,068 +2,027%
MAU
2604
MRA Associates USA
Arizona
$29.7K +$29.3K +266 New
MWC
2605
MBM Wealth Consultants
Missouri
$28K – – –
RWG
2606
Regal Wealth Group
California
$28K – – –
PWP
2607
Personal Wealth Partners
Minnesota
$28K +$27.2K +247 New
MFT
2608
Moisand Fitzgerald Tamayo
Florida
$27K – – –
WCM
2609
Wealthcare Capital Management
Virginia
$26K – – –
EAM
2610
Eukles Asset Management
Ohio
$26K +$7.17K +65 +39%
AWM
2611
Avondale Wealth Management
Texas
$25K -$22.1K -200 -47%
LWA
2612
Lowe Wealth Advisors
Maryland
$23K – – –
WIM
2613
Westside Investment Management
California
$22.4K +$442K +4,010 New
JWM
2614
Janiczek Wealth Management
Colorado
$22K – – –
LFG
2615
Larson Financial Group
Missouri
$16K +$110 +1 +0.7%
CAGAS
2616
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
IF
2617
Ironwood Financial
Arizona
$15K – – –
TJHA
2618
Thomas J. Herzfeld Advisors
Florida
$14K +$1.65K +15 +14%
SFPIA
2619
Stevens First Principles Investment Advisors
California
$14K +$7.83K +71 +127%
AP
2620
Advisors Preferred
Maryland
$13K +$12.9K +117 New
FA
2621
Financial Advantage
Maryland
$11K – – –
HWM
2622
Holloway Wealth Management
Florida
$11K – – –
RCC
2623
Red Cedar Capital
Nebraska
$11K – – –
TVWM
2624
Tower View Wealth Management
Wisconsin
$11K – – –
MWM
2625
Merriman Wealth Management
Washington
$6.52K +$2.31K +21 +0.4%
103 104
105
106 107