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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3076
Safir Wealth Advisors
New Hampshire
$51K +$44.7K +400 New
SSWG
3077
Seven Springs Wealth Group
Tennessee
$50K +$3.69K +33 +9%
HI
3078
Human Investing
Oregon
$49K – – –
TCWA
3079
Ten Capital Wealth Advisors
Washington
$49K +$43.1K +386 New
MGI
3080
MayTech Global Investments
New York
$48K – – –
VIMU
3081
Veritas Investment Management (UK)
United Kingdom
$48K – – –
VFIC
3082
Valley Forge Investment Consultants
Pennsylvania
$48K +$41.8K +374 New
CDIA
3083
Capital Directions Investment Advisors
Georgia
$46K – – –
TWP
3084
TFO Wealth Partners
Ohio
$45K +$20.7K +185 +108%
CMA
3085
Cedar Mountain Advisors
Oregon
$44K – – –
RBC
3086
Roble Belko & Company
Pennsylvania
$42K – – –
TI
3087
tru Independence
Oregon
$38.5K -$19.7K -176 -0.3%
RWG
3088
Regal Wealth Group
California
$34K -$1.01K -9 -3%
RC
3089
Ronit Capital
United Kingdom
$32K +$27.9K +250 New
T2I
3090
Turim 21 Investimentos
Brazil
$30K -$645K -5,769 -96%
MWC
3091
MBM Wealth Consultants
Missouri
$30K -$1.12K -10 -4%
RG
3092
Retirement Group
California
$29K -$4.47K -40 -15%
HWM
3093
HighMark Wealth Management
Minnesota
$27K -$1.9K -17 -7%
IA
3094
Inspire Advisors
Idaho
$27K +$23.7K +212 New
CPWM
3095
Cypress Point Wealth Management
Texas
$25K +$22.4K +200 New
TJHA
3096
Thomas J. Herzfeld Advisors
Florida
$24K – – –
IHWM
3097
Iron Horse Wealth Management
Iowa
$24K +$21.2K +190 New
AWMS
3098
Advocacy Wealth Management Services
Georgia
$22K – – –
CPFP
3099
Clear Perspectives Financial Planning
Ohio
$22K +$19.6K +175 New
NCM
3100
New Capital Management
Texas
$20K – – –
122 123
124
125 126