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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3176
CenterStar Asset Management
Illinois
$93K – – –
EC
3177
Estate Counselors
Wisconsin
$86K – – –
FA
3178
Financial Avengers
California
$86K +$471 +3 +0.5%
MS
3179
Mizuho Securities
Japan
$84K -$149K -948 -64%
FPW
3180
Flagship Private Wealth
Massachusetts
$83.4K +$471 +3 +0.6%
BHWM
3181
Bay Harbor Wealth Management
Maryland
$80K -$942 -6 -1%
SCA
3182
Stuart Chaussee & Associates
California
$79K -$6.6K -42 -8%
AP
3183
Arlington Partners
Alabama
$75K – – –
MFA
3184
McClarren Financial Advisors
Pennsylvania
$72K +$314 +2 +0.4%
TCWA
3185
Ten Capital Wealth Advisors
Washington
$72K +$11.6K +74 +19%
APW
3186
Acima Private Wealth
Virginia
$71K – – –
VFIC
3187
Valley Forge Investment Consultants
Pennsylvania
$70K -$314 -2 -0.4%
BC
3188
Barnett & Company
Tennessee
$62K – – –
CDIA
3189
Capital Directions Investment Advisors
Georgia
$61K +$61.6K +392 New
VIMU
3190
Veritas Investment Management (UK)
United Kingdom
$59K – – –
MGI
3191
MayTech Global Investments
New York
$58K – – –
LAS
3192
Lloyd Advisory Services
Georgia
$56K – – –
ETI
3193
Enterprise Trust & Investment
California
$56K +$56.5K +360 New
TAM
3194
Tucker Asset Management
Colorado
$52.9K -$4.55K -29 -8%
CMA
3195
Cedar Mountain Advisors
Oregon
$51K +$157 +1 +0.3%
LWP
3196
Lumature Wealth Partners
Georgia
$50K +$1.1K +7 +2%
FI
3197
FormulaFolio Investments
Michigan
$45K – – –
IHWM
3198
Iron Horse Wealth Management
Iowa
$45K +$15.7K +100 +53%
WIM
3199
Westside Investment Management
California
$44.2K -$179K -1,137 -42%
CCM
3200
CAAS Capital Management
New York
$44K -$1.84M -11,733 -98%
126 127
128
129 130