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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ELI
3051
Empire Life Investments
Ontario, Canada
$90K -$5.7K -51 -7%
AGA
3052
Accuvest Global Advisors
Utah
$87K -$283K -2,536 -79%
FWM
3053
ForthRight Wealth Management
Georgia
$86K +$75.4K +675 New
GWM
3054
Greenhouse Wealth Management
Connecticut
$86K +$75.4K +675 New
MC
3055
Maverick Capital
Texas
$84K -$90.3K -808 -55%
FPW
3056
Flagship Private Wealth
Massachusetts
$81.5K +$71.2K +637 New
HL
3057
Harding Loevner
New Jersey
$81K – – –
LFG
3058
Larson Financial Group
Missouri
$76K +$6.26K +56 +10%
TLFA
3059
True Link Financial Advisors
California
$74K +$65.5K +586 New
JWM
3060
Janiczek Wealth Management
Colorado
$73K +$3.58K +32 +6%
ADIM
3061
Alpha DNA Investment Management
Maryland
$72K +$64K +573 New
EC
3062
Estate Counselors
Wisconsin
$71K -$502K -4,495 -89%
EAM
3063
Eukles Asset Management
Ohio
$70K +$2.23K +20 +4%
GM
3064
GeoWealth Management
Illinois
$69K +$60K +537 New
MAM
3065
McCarthy Asset Management
California
$65K +$57K +510 New
IA
3066
IFS Advisors
Kansas
$65K +$57.9K +518 New
TAM
3067
Tucker Asset Management
Colorado
$64K +$56.3K +504 New
WIM
3068
Westside Investment Management
California
$64K – – –
VCG
3069
Vantage Consulting Group
Virginia
$63K +$55.7K +498 New
AP
3070
Arlington Partners
Alabama
$61K +$9.5K +85 +22%
MIM
3071
Meridiem Investment Management
United Kingdom
$61K +$53.9K +482 New
SCA
3072
Stuart Chaussee & Associates
California
$59K – – –
APW
3073
Acima Private Wealth
Virginia
$58K – – –
FA
3074
Financial Avengers
California
$58K +$50.7K +454 New
MFA
3075
McClarren Financial Advisors
Pennsylvania
$58K +$51.4K +460 New
121 122
123
124 125