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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
3201
Mach-1 Financial Group
Arkansas
$33K – – –
MWC
3202
MBM Wealth Consultants
Missouri
$30K -$7.07K -45 -19%
TWP
3203
TFO Wealth Partners
Ohio
$28K +$7.7K +49 +37%
CPFP
3204
Clear Perspectives Financial Planning
Ohio
$27K – – –
WIA
3205
Wealthstreet Investment Advisors
Texas
$26K -$25.4M -161,929 -100%
AWMS
3206
Advocacy Wealth Management Services
Georgia
$25K +$3.77K +24 +18%
HWM
3207
HighMark Wealth Management
Minnesota
$24K -$5.65K -36 -19%
MFT
3208
Moisand Fitzgerald Tamayo
Florida
$24K – – –
RG
3209
Retirement Group
California
$23K – – –
HFS
3210
HBC Financial Services
Washington
$22K – – –
TLFA
3211
True Link Financial Advisors
California
$22K +$6.75K +43 +43%
LWP
3212
Laurel Wealth Planning
Minnesota
$20K – – –
HF
3213
Halpern Financial
Virginia
$19.4K – – –
AWM
3214
Activest Wealth Management
Florida
$17K -$43.2K -275 -71%
ARIS
3215
Advanced Research Investment Solutions
California
$17K – – –
NWM
3216
Navigation Wealth Management
Colorado
$17K – – –
EA
3217
Emerald Advisers
Pennsylvania
$16K -$1.21M -7,726 -99%
RCC
3218
Red Cedar Capital
Nebraska
$16K – – –
LWA
3219
Lowe Wealth Advisors
Maryland
$16K +$15.7K +100 New
CAM
3220
ClariVest Asset Management
California
$15K – – –
FA
3221
Financial Advantage
Maryland
$15K – – –
RCM
3222
Ravenstone Capital Management
$14.5K +$14.6K +93 New
JMF
3223
Johnson Midwest Financial
Iowa
$14K +$157 +1 +1%
BBHC
3224
Brown Brothers Harriman & Co
New York
$13.7K +$575K +3,663 +4%
H
3225
HoyleCohen
California
$13.1K +$122K +779 +0.9%
127 128
129
130 131