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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2851
Lloyd Advisory Services
Georgia
$45K +$41.6K +324 New
RBC
2852
Roble Belko & Company
Pennsylvania
$42K – – –
NG
2853
NWK Group
California
$39K +$36K +281 New
AWMS
2854
Advocacy Wealth Management Services
Georgia
$35K -$770 -6 -2%
MWC
2855
MBM Wealth Consultants
Missouri
$35K – – –
MFT
2856
Moisand Fitzgerald Tamayo
Florida
$34K – – –
LWA
2857
Lowe Wealth Advisors
Maryland
$33K +$3.46K +27 +13%
AWM
2858
Avondale Wealth Management
Texas
$32K – – –
RG
2859
Retirement Group
California
$28K +$25.5K +199 New
RCWMU
2860
Rothschild & Co Wealth Management (UK)
United Kingdom
$27K – – –
LFG
2861
Larson Financial Group
Missouri
$26K +$6.03K +47 +33%
LFASL
2862
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$24.4K +190 New
TVWM
2863
Tower View Wealth Management
Wisconsin
$20K +$128 +1 +0.7%
TJHA
2864
Thomas J. Herzfeld Advisors
Florida
$20K +$3.98K +31 +27%
IF
2865
Ironwood Financial
Arizona
$19K – – –
CA
2866
CXI Advisors
Indiana
$16K +$15K +117 New
RCC
2867
Red Cedar Capital
Nebraska
$14K – – –
FA
2868
Financial Advantage
Maryland
$13K -$71.8K -560 -85%
AGA
2869
Accuvest Global Advisors
Utah
$13K +$12.3K +96 New
CI
2870
Cordant Inc
Oregon
$13K +$12.3K +96 New
CWM
2871
Cedar Wealth Management
California
$12K – – –
NIM
2872
NuWave Investment Management
New Jersey
$11K -$1.62M -12,670 -99%
TFA
2873
Tobias Financial Advisors
Florida
$11K +$10.6K +83 New
ARIS
2874
Advanced Research Investment Solutions
California
$10.2K +$9.36K +73 New
CAM
2875
ClariVest Asset Management
California
$10K -$829K -6,467 -99%
113 114
115
116 117