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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
3351
Valley Forge Investment Consultants
Pennsylvania
$63K -$1.24K -10 -2%
MS
3352
Marshall & Sullivan
Washington
$63K +$70.2K +567 New
EC
3353
Estate Counselors
Wisconsin
$62K – – –
MWA
3354
Miller Wealth Advisors
Colorado
$60K -$4.96K -40 -7%
EA
3355
Evolution Advisers
Virginia
$60K – – –
CDIA
3356
Capital Directions Investment Advisors
Georgia
$59K -$48.6K -392 -43%
WPWM
3357
Western Pacific Wealth Management
Illinois
$55K – – –
AIL
3358
AGF Investments LLC
Ontario, Canada
$54K -$436K -3,519 -88%
TCWA
3359
Ten Capital Wealth Advisors
Washington
$53K – – –
BRA
3360
Biechele Royce Advisors
Indiana
$52K -$124K -1,000 -68%
SCA
3361
Stuart Chaussee & Associates
California
$52K -$17.6K -142 -24%
APW
3362
Acima Private Wealth
Virginia
$51.7K – – –
WWP
3363
WR Wealth Planners
Missouri
$49.3K +$372 +3 +0.7%
ACK
3364
Andrew C. Karlinski
$47K – – –
DWA
3365
Delos Wealth Advisors
Texas
$46K – – –
TCM
3366
Tanaka Capital Management
New York
$44K -$134K -1,080 -73%
CMA
3367
Cedar Mountain Advisors
Oregon
$44K – – –
MFT
3368
Moisand Fitzgerald Tamayo
Florida
$44K +$1.86K +15 +4%
MIM
3369
Meridiem Investment Management
United Kingdom
$43K – – –
IHWM
3370
Iron Horse Wealth Management
Iowa
$40K +$8.05K +65 +22%
HWM
3371
Horizons Wealth Management
North Carolina
$39K +$39.4K +318 New
NMG
3372
New Millennium Group
Utah
$39K +$43K +347 New
TVWM
3373
Tower View Wealth Management
Wisconsin
$38K +$124 +1 +0.3%
WIM
3374
Westside Investment Management
California
$34.1K -$2.97K -24 -0.8%
FCG
3375
Financial Connections Group
California
$34K +$12.4K +100 +49%
133 134
135
136 137