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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
3301
McClarren Financial Advisors
Pennsylvania
$66K +$72.9K +635 New
LS
3302
Leelyn Smith
Illinois
$63K -$79.2K -690 -54%
HL
3303
Harding Loevner
New Jersey
$62K – – –
MFT
3304
Moisand Fitzgerald Tamayo
Florida
$62K +$23.1K +201 +51%
TCWA
3305
Ten Capital Wealth Advisors
Washington
$61K +$13K +113 +24%
MCA
3306
Maryland Capital Advisors
Maryland
$60K – – –
MWA
3307
Miller Wealth Advisors
Colorado
$60K – – –
AIC
3308
Ayalon Insurance Company
Israel
$59K – – –
VFIC
3309
Valley Forge Investment Consultants
Pennsylvania
$59K – – –
HCM
3310
Horrell Capital Management
Arkansas
$57K -$75.2K -655 -54%
EC
3311
Estate Counselors
Wisconsin
$57K – – –
PWS
3312
Paragon Wealth Strategies
Florida
$56K -$188K -1,635 -75%
EA
3313
Evolution Advisers
Virginia
$55K – – –
DWA
3314
Delos Wealth Advisors
Texas
$53K +$11.4K +99 +24%
BA
3315
Bellwether Advisors
Nebraska
$51K +$30.8K +268 +119%
WWP
3316
WR Wealth Planners
Missouri
$48.9K +$3.44K +30 +7%
SCA
3317
Stuart Chaussee & Associates
California
$48K – – –
APW
3318
Acima Private Wealth
Virginia
$48K – – –
UIA
3319
Ulland Investment Advisors
Minnesota
$47K -$83K -723 -62%
APC
3320
Aspire Private Capital
North Carolina
$43K -$460K -4,011 -91%
TCM
3321
Tanaka Capital Management
New York
$41K – – –
CMA
3322
Cedar Mountain Advisors
Oregon
$41K +$115 +1 +0.3%
MIM
3323
Meridiem Investment Management
United Kingdom
$40K – – –
WIM
3324
Westside Investment Management
California
$39.6K +$152K +1,322 +43%
ACK
3325
Andrew C. Karlinski
$39K -$5.05K -44 -11%
131 132
133
134 135