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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3326
Bellwether Advisors
Nebraska
$51K +$30.8K +268 +119%
WWP
3327
WR Wealth Planners
Missouri
$48.9K +$3.44K +30 +7%
SCA
3328
Stuart Chaussee & Associates
California
$48K – – –
APW
3329
Acima Private Wealth
Virginia
$48K – – –
UIA
3330
Ulland Investment Advisors
Minnesota
$47K -$83K -723 -62%
APC
3331
Aspire Private Capital
North Carolina
$43K -$460K -4,011 -91%
TCM
3332
Tanaka Capital Management
New York
$41K – – –
CMA
3333
Cedar Mountain Advisors
Oregon
$41K +$115 +1 +0.3%
MIM
3334
Meridiem Investment Management
United Kingdom
$40K – – –
WIM
3335
Westside Investment Management
California
$39.6K +$152K +1,322 +43%
ACK
3336
Andrew C. Karlinski
$39K -$5.05K -44 -11%
BRA
3337
Biechele Royce Advisors
Indiana
$38K -$11.5K -100 -22%
SCA
3338
Sander Capital Advisors
Washington
$37K +$40.2K +350 New
NMG
3339
New Millennium Group
Utah
$36K – – –
CDIA
3340
Capital Directions Investment Advisors
Georgia
$34K -$59.9K -522 Closed
HWM
3341
Horizons Wealth Management
North Carolina
$33K – – –
AWMS
3342
Advocacy Wealth Management Services
Georgia
$32K – – –
GIS
3343
Grayhawk Investment Strategies
Alberta, Canada
$32K – – –
PP
3344
Paloma Partners
Connecticut
$31K -$7.24M -63,126 -100%
BSWA
3345
Bromfield Sneider Wealth Advisors
Massachusetts
$30K – – –
GIA
3346
Goodwin Investment Advisory
Georgia
$29K +$31.9K +278 New
TVWM
3347
Tower View Wealth Management
Wisconsin
$28K -$7.46K -65 -19%
DTIM
3348
Danda Trouve Investment Management
Kansas
$27K +$230 +2 +0.8%
SWM
3349
Stapp Wealth Management
Washington
$27K +$29.8K +260 New
LWP
3350
Laurel Wealth Planning
Minnesota
$26K -$2.64K -23 -8%
132 133
134
135 136