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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
3201
TFO Wealth Partners
Ohio
$30K +$627 +4 +2%
CPFP
3202
Clear Perspectives Financial Planning
Ohio
$29K
MG
3203
MilWealth Group
Wisconsin
$28.3K +$27.1K +173 New
UFF
3204
USA Financial Formulas
Michigan
$28K -$1.72M -10,993 -98%
WIA
3205
Wealthstreet Investment Advisors
Texas
$27K
MUMSS
3206
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K +$12.5K +80 +100%
HFS
3207
HBC Financial Services
Washington
$25K
RG
3208
Retirement Group
California
$25K
HWM
3209
HighMark Wealth Management
Minnesota
$25K +$157 +1 +0.6%
NWM
3210
Navigation Wealth Management
Colorado
$19K
ARIS
3211
Advanced Research Investment Solutions
California
$17.5K
SL
3212
Savior LLC
Massachusetts
$17K -$126K -803 -89%
CAM
3213
ClariVest Asset Management
California
$16K
FA
3214
Financial Advantage
Maryland
$16K
RCC
3215
Red Cedar Capital
Nebraska
$16K
RCM
3216
Ravenstone Capital Management
$15.2K
JMF
3217
Johnson Midwest Financial
Iowa
$15K
CWA
3218
Carolina Wealth Advisors
South Carolina
$14K
BBHC
3219
Brown Brothers Harriman & Co
New York
$13.3K -$1.1M -7,045 -8%
RIM
3220
Ranger Investment Management
Texas
$12K
ST
3221
Sageworth Trust
Pennsylvania
$11K -$23.5K -150 -68%
LWA
3222
Lowe Wealth Advisors
Maryland
$8K -$7.84K -50 -50%
YAL
3223
Your Advocates Ltd
Texas
$8K
TLFA
3224
True Link Financial Advisors
California
$7K -$15.7K -100 -70%
CI
3225
Cordant Inc
Oregon
$7K +$7.05K +45 New