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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWA
3376
Bromfield Sneider Wealth Advisors
Massachusetts
$33K -$32.8K -265 -48%
MS
3377
Mizuho Securities
Japan
$32K -$327K -2,640 -93%
AWMS
3378
Advocacy Wealth Management Services
Georgia
$32K -$2.97K -24 -8%
ARIS
3379
Advanced Research Investment Solutions
California
$32K – – –
GIS
3380
Grayhawk Investment Strategies
Alberta, Canada
$32K +$27.5K +222 New
LWP
3381
Laurel Wealth Planning
Minnesota
$31K +$2.85K +23 +9%
DTIM
3382
Danda Trouve Investment Management
Kansas
$29K +$248 +2 +0.8%
HFS
3383
HBC Financial Services
Washington
$27K +$11.2K +90 +61%
T2I
3384
Turim 21 Investimentos
Brazil
$26K – – –
BA
3385
Bellwether Advisors
Nebraska
$25K +$248 +2 +0.9%
CPFP
3386
Clear Perspectives Financial Planning
Ohio
$24K +$4.46K +36 +21%
FSWA
3387
Financial Synergies Wealth Advisors
Texas
$23.2K +$25.5K +206 New
SC
3388
Siena Capital
Ohio
$23K – – –
LWA
3389
Lowe Wealth Advisors
Maryland
$23K +$12.4K +100 +100%
LFASL
3390
Lugano Financial Advisors SA (LFA)
Switzerland
$23K +$26K +210 New
DCM
3391
Disciplina Capital Management
Tennessee
$22.4K +$248 +2 +1%
SMG
3392
Spectrum Management Group
Indiana
$21K -$7.32M -59,053 -100%
CP
3393
Castleview Partners
Texas
$18.1K -$602K -4,855 -84%
SFCL
3394
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
HWM
3395
HighMark Wealth Management
Minnesota
$18K +$124 +1 +0.6%
CM
3396
Cornerstone Management
Georgia
$17.3K – – –
RG
3397
Retirement Group
California
$17K -$2.35K -19 -11%
MWC
3398
MBM Wealth Consultants
Missouri
$17K – – –
TJHA
3399
Thomas J. Herzfeld Advisors
Florida
$16K -$7.43K -60 -30%
CIR
3400
Clear Investment Research
Georgia
$16K – – –
134 135
136
137 138