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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
3051
Accuvest Global Advisors
Utah
$87K -$283K -2,536 -79%
FWM
3052
ForthRight Wealth Management
Georgia
$86K +$75.4K +675 New
GWM
3053
Greenhouse Wealth Management
Connecticut
$86K +$75.4K +675 New
MC
3054
Maverick Capital
Texas
$84K -$90.3K -808 -55%
FPW
3055
Flagship Private Wealth
Massachusetts
$81.5K +$71.2K +637 New
HL
3056
Harding Loevner
New Jersey
$81K – – –
LFG
3057
Larson Financial Group
Missouri
$76K +$6.26K +56 +10%
TLFA
3058
True Link Financial Advisors
California
$74K +$65.5K +586 New
JWM
3059
Janiczek Wealth Management
Colorado
$73K +$3.58K +32 +6%
ADIM
3060
Alpha DNA Investment Management
Maryland
$72K +$64K +573 New
EC
3061
Estate Counselors
Wisconsin
$71K -$502K -4,495 -89%
EAM
3062
Eukles Asset Management
Ohio
$70K +$2.23K +20 +4%
GM
3063
GeoWealth Management
Illinois
$69K +$60K +537 New
MAM
3064
McCarthy Asset Management
California
$65K +$57K +510 New
IA
3065
IFS Advisors
Kansas
$65K +$57.9K +518 New
TAM
3066
Tucker Asset Management
Colorado
$64K +$56.3K +504 New
WIM
3067
Westside Investment Management
California
$64K – – –
VCG
3068
Vantage Consulting Group
Virginia
$63K +$55.7K +498 New
AP
3069
Arlington Partners
Alabama
$61K +$9.5K +85 +22%
MIM
3070
Meridiem Investment Management
United Kingdom
$61K +$53.9K +482 New
SCA
3071
Stuart Chaussee & Associates
California
$59K – – –
APW
3072
Acima Private Wealth
Virginia
$58K – – –
FA
3073
Financial Avengers
California
$58K +$50.7K +454 New
MFA
3074
McClarren Financial Advisors
Pennsylvania
$58K +$51.4K +460 New
APWA
3075
Atlas Private Wealth Advisors
New Jersey
$54K +$13K +116 +37%
121 122
123
124 125