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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
3176
Acima Private Wealth
Virginia
$75K – – –
AWM
3177
Activest Wealth Management
Florida
$71K +$50K +319 +285%
TVWM
3178
Tower View Wealth Management
Wisconsin
$70K +$31.7K +202 +89%
HFS
3179
Horizon Financial Services
North Carolina
$68K +$62.7K +400 +2,667%
TCWA
3180
Ten Capital Wealth Advisors
Washington
$67K -$7.53K -48 -10%
BC
3181
Barnett & Company
Tennessee
$65K – – –
CMA
3182
Cedar Mountain Advisors
Oregon
$64K +$9.88K +63 +19%
VIMU
3183
Veritas Investment Management (UK)
United Kingdom
$62K – – –
MGI
3184
MayTech Global Investments
New York
$61K – – –
MFT
3185
Moisand Fitzgerald Tamayo
Florida
$61K +$34.8K +222 +146%
ETI
3186
Enterprise Trust & Investment
California
$59K – – –
PPWM
3187
PFG Private Wealth Management
Florida
$59K +$56.1K +358 New
LAS
3188
Lloyd Advisory Services
Georgia
$57K -$1.57K -10 -3%
AWMS
3189
Advocacy Wealth Management Services
Georgia
$51K +$23.5K +150 +94%
LWP
3190
Lumature Wealth Partners
Georgia
$50K -$2.35K -15 -5%
IHWM
3191
Iron Horse Wealth Management
Iowa
$47K – – –
WIM
3192
Westside Investment Management
California
$46.8K +$157 +1 +0.1%
DTIM
3193
Danda Trouve Investment Management
Kansas
$41K +$157 +1 +0.4%
LWP
3194
Laurel Wealth Planning
Minnesota
$41K +$19.6K +125 +98%
T2I
3195
Turim 21 Investimentos
Brazil
$38K – – –
PCH
3196
Polar Capital Holdings
United Kingdom
$36.8K -$714K -4,556 -2%
BA
3197
Bellwether Advisors
Nebraska
$36K – – –
TJHA
3198
Thomas J. Herzfeld Advisors
Florida
$34K -$1.88K -12 -5%
MWC
3199
MBM Wealth Consultants
Missouri
$32K – – –
RTL
3200
Red Tortoise LLC
Georgia
$32K +$47.7K +304 New
126 127
128
129 130