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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BA
3176
Bellwether Advisors
Nebraska
$55K +$39K +271 +288%
SSWG
3177
Seven Springs Wealth Group
Tennessee
$54K -$4.75K -33 -8%
CMA
3178
Cedar Mountain Advisors
Oregon
$49K -$2.88K -20 -6%
LWP
3179
Lumature Wealth Partners
Georgia
$48K -$677K -4,705 -94%
FI
3180
FormulaFolio Investments
Michigan
$45K -$11.4M -78,898 -100%
WIM
3181
Westside Investment Management
California
$43.5K -$175K -1,217 -31%
RWG
3182
Regal Wealth Group
California
$41K – – –
DTIM
3183
Danda Trouve Investment Management
Kansas
$38K -$89.6K -623 -71%
MWC
3184
MBM Wealth Consultants
Missouri
$37K – – –
Nomura Holdings
3185
Nomura Holdings
Japan
$34K -$31.9M -221,391 -100%
TVWM
3186
Tower View Wealth Management
Wisconsin
$34K +$13.5K +94 +72%
M1FG
3187
Mach-1 Financial Group
Arkansas
$32K +$30.9K +215 New
HWM
3188
HighMark Wealth Management
Minnesota
$29K -$3.6K -25 -12%
IHWM
3189
Iron Horse Wealth Management
Iowa
$29K – – –
TJHA
3190
Thomas J. Herzfeld Advisors
Florida
$29K +$432 +3 +2%
CPFP
3191
Clear Perspectives Financial Planning
Ohio
$27K – – –
NCM
3192
New Capital Management
Texas
$24K – – –
EP
3193
Elkhorn Partners
Nebraska
$23K -$209K -1,450 -91%
RG
3194
Retirement Group
California
$23K -$11.4K -79 -34%
MFT
3195
Moisand Fitzgerald Tamayo
Florida
$23K -$1.15K -8 -5%
HFS
3196
HBC Financial Services
Washington
$22.4K +$144 +1 +0.7%
AWMS
3197
Advocacy Wealth Management Services
Georgia
$21K -$6.04K -42 -24%
TWP
3198
TFO Wealth Partners
Ohio
$20K -$32.4K -225 -63%
HF
3199
Halpern Financial
Virginia
$19K +$8.49K +59 +89%
LWP
3200
Laurel Wealth Planning
Minnesota
$19K – – –