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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
3151
Ogorek Anthony Joseph
New York
$142K – – –
SL
3152
Savior LLC
Massachusetts
$141K -$31.3K -199 -18%
IWP
3153
IAG Wealth Partners
Wisconsin
$138K +$2.67K +17 +2%
HFA
3154
HC Financial Advisors
California
$135K – – –
JWM
3155
Janiczek Wealth Management
Colorado
$134K +$11K +70 +9%
VCM
3156
Versant Capital Management
Arizona
$126K -$1.6M -10,207 -93%
LFG
3157
Larson Financial Group
Missouri
$124K +$26.7K +170 +27%
CIM
3158
CCLA Investment Management
United Kingdom
$121K -$18.1M -115,138 -13%
WFA
3159
West Financial Advisors
Iowa
$117K – – –
PO
3160
Private Ocean
California
$115K -$50.3K -320 -30%
RA
3161
Resolute Advisors
California
$113K – – –
EIP
3162
Ellis Investment Partners
Pennsylvania
$112K -$8.79K -56 -7%
MAM
3163
McCarthy Asset Management
California
$110K +$31.1K +198 +39%
LPWM
3164
Lake Point Wealth Management
Texas
$109K +$110K +700 New
PWP
3165
Personal Wealth Partners
Minnesota
$108K +$109K +695 New
ITFISA
3166
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$102K – – –
HL
3167
Harding Loevner
New Jersey
$100K – – –
CAM
3168
CenterStar Asset Management
Illinois
$93K – – –
EC
3169
Estate Counselors
Wisconsin
$86K – – –
FA
3170
Financial Avengers
California
$86K +$471 +3 +0.5%
MS
3171
Mizuho Securities
Japan
$84K -$149K -948 -64%
FPW
3172
Flagship Private Wealth
Massachusetts
$83.4K +$471 +3 +0.6%
BHWM
3173
Bay Harbor Wealth Management
Maryland
$80K -$942 -6 -1%
SCA
3174
Stuart Chaussee & Associates
California
$79K -$6.6K -42 -8%
AP
3175
Arlington Partners
Alabama
$75K – – –
125 126
127
128 129