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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
3151
Sage Financial Management Group
Virginia
$98K +$92.5K +643 New
LFG
3152
Larson Financial Group
Missouri
$96K +$4.75K +33 +6%
RA
3153
Resolute Advisors
California
$85K +$104K +726 New
EC
3154
Estate Counselors
Wisconsin
$84K – – –
SCA
3155
Stuart Chaussee & Associates
California
$84K +$12.1K +84 +18%
FA
3156
Financial Avengers
California
$84K +$14.1K +98 +22%
FPW
3157
Flagship Private Wealth
Massachusetts
$83.1K -$14K -97 -15%
APWA
3158
Atlas Private Wealth Advisors
New Jersey
$83K +$17K +118 +28%
BHWM
3159
Bay Harbor Wealth Management
Maryland
$79K -$80.4K -559 -52%
MAM
3160
McCarthy Asset Management
California
$78K – – –
WAM
3161
Wolverine Asset Management
Illinois
$73K -$261K -1,812 -79%
AP
3162
Arlington Partners
Alabama
$73K – – –
MFA
3163
McClarren Financial Advisors
Pennsylvania
$71K +$575 +4 +0.9%
APW
3164
Acima Private Wealth
Virginia
$70K – – –
GIA
3165
Goodwin Investment Advisory
Georgia
$70K +$65.7K +457 New
VFIC
3166
Valley Forge Investment Consultants
Pennsylvania
$69K +$11.1K +77 +21%
BC
3167
Barnett & Company
Tennessee
$61K -$144K -1,004 -72%
HI
3168
Human Investing
Oregon
$59K – – –
AWM
3169
Activest Wealth Management
Florida
$59K +$55.7K +387 New
TCWA
3170
Ten Capital Wealth Advisors
Washington
$58K – – –
VIMU
3171
Veritas Investment Management (UK)
United Kingdom
$58K – – –
MGI
3172
MayTech Global Investments
New York
$57K – – –
TAM
3173
Tucker Asset Management
Colorado
$56.2K -$19.4K -135 -27%
LAS
3174
Lloyd Advisory Services
Georgia
$55K -$88.6K -616 -63%
BA
3175
Bellwether Advisors
Nebraska
$55K +$39K +271 +288%
125 126
127
128 129