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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2851
Moser Wealth Advisors
Washington
$63K +$57.7K +450 New
PWP
2852
Personal Wealth Partners
Minnesota
$62K – – –
RIM
2853
Ranger Investment Management
Texas
$60K – – –
SL
2854
Salomon & Ludwin
Virginia
$59K -$1.8K -14 -3%
HI
2855
Human Investing
Oregon
$54K – – –
JWM
2856
Janiczek Wealth Management
Colorado
$54K +$1.92K +15 +4%
MGI
2857
MayTech Global Investments
New York
$52K – – –
SSWG
2858
Seven Springs Wealth Group
Tennessee
$50K +$45.8K +357 New
PC
2859
Permanens Capital
New York
$50K +$46.2K +360 New
CFN
2860
Cordasco Financial Network
Florida
$46K – – –
EAM
2861
Eukles Asset Management
Ohio
$45K +$641 +5 +2%
LAS
2862
Lloyd Advisory Services
Georgia
$45K +$41.6K +324 New
RBC
2863
Roble Belko & Company
Pennsylvania
$42K – – –
NG
2864
NWK Group
California
$39K +$36K +281 New
AWMS
2865
Advocacy Wealth Management Services
Georgia
$35K -$770 -6 -2%
MWC
2866
MBM Wealth Consultants
Missouri
$35K – – –
MFT
2867
Moisand Fitzgerald Tamayo
Florida
$34K – – –
LWA
2868
Lowe Wealth Advisors
Maryland
$33K +$3.46K +27 +13%
AWM
2869
Avondale Wealth Management
Texas
$32K – – –
RG
2870
Retirement Group
California
$28K +$25.5K +199 New
RCWMU
2871
Rothschild & Co Wealth Management (UK)
United Kingdom
$27K – – –
LFG
2872
Larson Financial Group
Missouri
$26K +$6.03K +47 +33%
LFASL
2873
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$24.4K +190 New
TVWM
2874
Tower View Wealth Management
Wisconsin
$20K +$128 +1 +0.7%
TJHA
2875
Thomas J. Herzfeld Advisors
Florida
$20K +$3.98K +31 +27%
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