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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3351
Disciplina Capital Management
Tennessee
$22.8K +$2.18K +19 +10%
ICM
3352
Islay Capital Management
Texas
$22K -$78.7K -686 -76%
LFASL
3353
Lugano Financial Advisors SA (LFA)
Switzerland
$22K – – –
FSWA
3354
Financial Synergies Wealth Advisors
Texas
$21.7K +$115 +1 +0.5%
LWA
3355
Lowe Wealth Advisors
Maryland
$21K – – –
CPFP
3356
Clear Perspectives Financial Planning
Ohio
$19K -$2.87K -25 -12%
SMG
3357
Spectrum Management Group
Indiana
$19K – – –
ARIS
3358
Advanced Research Investment Solutions
California
$18K -$13.1K -114 -40%
HWM
3359
HighMark Wealth Management
Minnesota
$17K +$115 +1 +0.6%
MWC
3360
MBM Wealth Consultants
Missouri
$16K – – –
SFCL
3361
Strengthening Families & Communities LLC
Massachusetts
$13K – – –
JMF
3362
Johnson Midwest Financial
Iowa
$13K +$115 +1 +0.8%
CIR
3363
Clear Investment Research
Georgia
$13K +$459 +4 +3%
FWA
3364
FSC Wealth Advisors
New York
$13K +$11.4K +99 +354%
HFM
3365
Harvest Fund Management
China
$12K – – –
DFCM
3366
Dark Forest Capital Management
Puerto Rico
$12K +$13.1K +114 New
MDCM
3367
Morgan Dempsey Capital Management
Wisconsin
$12K +$13.1K +114 New
NWM
3368
Navigation Wealth Management
Colorado
$11K – – –
AIM
3369
Axiom Investment Management
New York
$11K +$12.1K +105 New
FCG
3370
Financial Connections Group
California
$10K -$23.1K -201 -66%
RG
3371
Retirement Group
California
$10K -$5.85K -51 -34%
GAG
3372
Goodman Advisory Group
Massachusetts
$10K – – –
RCC
3373
Red Cedar Capital
Nebraska
$10K – – –
SL
3374
Savior LLC
Massachusetts
$10K – – –
TJHA
3375
Thomas J. Herzfeld Advisors
Florida
$9K -$6.43K -56 -40%
133 134
135
136 137