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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
2801
Financial Enhancement Group
Indiana
$45K -$19.6K -207 -30%
APWA
2802
Atlas Private Wealth Advisors
New Jersey
$45K +$45.7K +482 New
AW
2803
Avion Wealth
Texas
$44K -$9.49K -100 -18%
AP
2804
Arlington Partners
Alabama
$41K -$164K -1,729 -80%
LAS
2805
Lloyd Advisory Services
Georgia
$41K +$8.35K +88 +25%
FA
2806
Financial Advantage
Maryland
$39K +$30.1K +317 +317%
EAM
2807
Eukles Asset Management
Ohio
$38K +$5.31K +56 +16%
VIMU
2808
Veritas Investment Management (UK)
United Kingdom
$36K -$171K -1,800 -83%
HI
2809
Human Investing
Oregon
$36K – – –
MGI
2810
MayTech Global Investments
New York
$35K – – –
SCA
2811
Stuart Chaussee & Associates
California
$35K – – –
CDIA
2812
Capital Directions Investment Advisors
Georgia
$34K -$57.3K -604 -63%
SSWG
2813
Seven Springs Wealth Group
Tennessee
$34K – – –
CMA
2814
Cedar Mountain Advisors
Oregon
$32K +$5.22K +55 +20%
NIM
2815
NuWave Investment Management
New Jersey
$30K +$29.4K +310 New
HFS
2816
HBC Financial Services
Washington
$29K -$39.8K -419 -59%
RBC
2817
Roble Belko & Company
Pennsylvania
$29K – – –
WIM
2818
Westside Investment Management
California
$28.5K -$66.4K -700 -18%
RG
2819
Retirement Group
California
$28K +$28.5K +300 New
RWG
2820
Regal Wealth Group
California
$27K +$3.32K +35 +14%
IF
2821
Ironwood Financial
Arizona
$26K +$3.6K +38 +16%
MWC
2822
MBM Wealth Consultants
Missouri
$24K – – –
HIM
2823
Hillsdale Investment Management
Ontario, Canada
$23K -$104K -1,100 -82%
AWMS
2824
Advocacy Wealth Management Services
Georgia
$22K -$7.31K -77 -24%
HWM
2825
HighMark Wealth Management
Minnesota
$22K +$30.4K +320 +2,667%
111 112
113
114 115