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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
T2I
3201
Turim 21 Investimentos
Brazil
$38K – – –
BA
3202
Bellwether Advisors
Nebraska
$36K – – –
TJHA
3203
Thomas J. Herzfeld Advisors
Florida
$34K -$1.88K -12 -5%
MWC
3204
MBM Wealth Consultants
Missouri
$32K – – –
RTL
3205
Red Tortoise LLC
Georgia
$32K +$47.7K +304 New
TWP
3206
TFO Wealth Partners
Ohio
$30K +$627 +4 +2%
CPFP
3207
Clear Perspectives Financial Planning
Ohio
$29K – – –
MG
3208
MilWealth Group
Wisconsin
$28.3K +$27.1K +173 New
UFF
3209
USA Financial Formulas
Michigan
$28K -$1.72M -10,993 -98%
WIA
3210
Wealthstreet Investment Advisors
Texas
$27K – – –
MUMSS
3211
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K +$12.5K +80 +100%
HFS
3212
HBC Financial Services
Washington
$25K – – –
RG
3213
Retirement Group
California
$25K – – –
HWM
3214
HighMark Wealth Management
Minnesota
$25K +$157 +1 +0.6%
NWM
3215
Navigation Wealth Management
Colorado
$19K – – –
ARIS
3216
Advanced Research Investment Solutions
California
$17.5K – – –
SL
3217
Savior LLC
Massachusetts
$17K -$126K -803 -89%
CAM
3218
ClariVest Asset Management
California
$16K – – –
FA
3219
Financial Advantage
Maryland
$16K – – –
RCC
3220
Red Cedar Capital
Nebraska
$16K – – –
RCM
3221
Ravenstone Capital Management
$15.2K – – –
JMF
3222
Johnson Midwest Financial
Iowa
$15K – – –
CWA
3223
Carolina Wealth Advisors
South Carolina
$14K – – –
RIM
3224
Ranger Investment Management
Texas
$12K – – –
ST
3225
Sageworth Trust
Pennsylvania
$11K -$23.5K -150 -68%