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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
3176
Standard Family Office
South Dakota
$91K -$2.05M -13,061 -96%
FA
3177
Financial Avengers
California
$91K +$314 +2 +0.4%
EC
3178
Estate Counselors
Wisconsin
$90K – – –
BHWM
3179
Bay Harbor Wealth Management
Maryland
$83K -$314 -2 -0.4%
SCA
3180
Stuart Chaussee & Associates
California
$83K – – –
MFA
3181
McClarren Financial Advisors
Pennsylvania
$78K +$1.88K +12 +3%
APW
3182
Acima Private Wealth
Virginia
$75K – – –
AWM
3183
Activest Wealth Management
Florida
$71K +$50K +319 +285%
TVWM
3184
Tower View Wealth Management
Wisconsin
$70K +$31.7K +202 +89%
HFS
3185
Horizon Financial Services
North Carolina
$68K +$62.7K +400 +2,667%
TCWA
3186
Ten Capital Wealth Advisors
Washington
$67K -$7.53K -48 -10%
BC
3187
Barnett & Company
Tennessee
$65K – – –
CMA
3188
Cedar Mountain Advisors
Oregon
$64K +$9.88K +63 +19%
VIMU
3189
Veritas Investment Management (UK)
United Kingdom
$62K – – –
MGI
3190
MayTech Global Investments
New York
$61K – – –
MFT
3191
Moisand Fitzgerald Tamayo
Florida
$61K +$34.8K +222 +146%
ETI
3192
Enterprise Trust & Investment
California
$59K – – –
PPWM
3193
PFG Private Wealth Management
Florida
$59K +$56.1K +358 New
LAS
3194
Lloyd Advisory Services
Georgia
$57K -$1.57K -10 -3%
AWMS
3195
Advocacy Wealth Management Services
Georgia
$51K +$23.5K +150 +94%
LWP
3196
Lumature Wealth Partners
Georgia
$50K -$2.35K -15 -5%
IHWM
3197
Iron Horse Wealth Management
Iowa
$47K – – –
WIM
3198
Westside Investment Management
California
$46.8K +$157 +1 +0.1%
DTIM
3199
Danda Trouve Investment Management
Kansas
$41K +$157 +1 +0.4%
LWP
3200
Laurel Wealth Planning
Minnesota
$41K +$19.6K +125 +98%
126 127
128
129 130