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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3201
Gladius Capital Management
Illinois
$41K +$41.3K +263 New
DTIM
3202
Danda Trouve Investment Management
Kansas
$39K +$157 +1 +0.4%
T2I
3203
Turim 21 Investimentos
Brazil
$36K +$36.8K +234 New
TVWM
3204
Tower View Wealth Management
Wisconsin
$35K +$157 +1 +0.4%
ST
3205
Sageworth Trust
Pennsylvania
$34K -$197K -1,253 -85%
BA
3206
Bellwether Advisors
Nebraska
$34K -$22.3K -142 -39%
TJHA
3207
Thomas J. Herzfeld Advisors
Florida
$34K +$4.71K +30 +16%
M1FG
3208
Mach-1 Financial Group
Arkansas
$33K – – –
MWC
3209
MBM Wealth Consultants
Missouri
$30K -$7.07K -45 -19%
TWP
3210
TFO Wealth Partners
Ohio
$28K +$7.7K +49 +37%
CPFP
3211
Clear Perspectives Financial Planning
Ohio
$27K – – –
WIA
3212
Wealthstreet Investment Advisors
Texas
$26K -$25.4M -161,929 -100%
AWMS
3213
Advocacy Wealth Management Services
Georgia
$25K +$3.77K +24 +18%
HWM
3214
HighMark Wealth Management
Minnesota
$24K -$5.65K -36 -19%
MFT
3215
Moisand Fitzgerald Tamayo
Florida
$24K – – –
RG
3216
Retirement Group
California
$23K – – –
HFS
3217
HBC Financial Services
Washington
$22K – – –
TLFA
3218
True Link Financial Advisors
California
$22K +$6.75K +43 +43%
LWP
3219
Laurel Wealth Planning
Minnesota
$20K – – –
HF
3220
Halpern Financial
Virginia
$19.4K – – –
AWM
3221
Activest Wealth Management
Florida
$17K -$43.2K -275 -71%
ARIS
3222
Advanced Research Investment Solutions
California
$17K – – –
NWM
3223
Navigation Wealth Management
Colorado
$17K – – –
EA
3224
Emerald Advisers
Pennsylvania
$16K -$1.21M -7,726 -99%
RCC
3225
Red Cedar Capital
Nebraska
$16K – – –
127 128
129
130 131