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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3376
Bellwether Advisors
Nebraska
$25K +$248 +2 +0.9%
PCH
3377
Polar Capital Holdings
United Kingdom
$24.3K -$5.3M -42,767 -17%
CPFP
3378
Clear Perspectives Financial Planning
Ohio
$24K +$4.46K +36 +21%
FSWA
3379
Financial Synergies Wealth Advisors
Texas
$23.2K +$25.5K +206 New
SC
3380
Siena Capital
Ohio
$23K – – –
LWA
3381
Lowe Wealth Advisors
Maryland
$23K +$12.4K +100 +100%
LFASL
3382
Lugano Financial Advisors SA (LFA)
Switzerland
$23K +$26K +210 New
DCM
3383
Disciplina Capital Management
Tennessee
$22.4K +$248 +2 +1%
SMG
3384
Spectrum Management Group
Indiana
$21K -$7.32M -59,053 -100%
CP
3385
Castleview Partners
Texas
$18.1K -$602K -4,855 -84%
SFCL
3386
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
HWM
3387
HighMark Wealth Management
Minnesota
$18K +$124 +1 +0.6%
CM
3388
Cornerstone Management
Georgia
$17.3K – – –
RG
3389
Retirement Group
California
$17K -$2.35K -19 -11%
MWC
3390
MBM Wealth Consultants
Missouri
$17K – – –
BPC
3391
Banque Pictet & Cie
Switzerland
$16.4K -$202K -1,629 -1%
TJHA
3392
Thomas J. Herzfeld Advisors
Florida
$16K -$7.43K -60 -30%
CIR
3393
Clear Investment Research
Georgia
$16K – – –
JMF
3394
Johnson Midwest Financial
Iowa
$14K – – –
HFM
3395
Harvest Fund Management
China
$13K -$104K -843 -88%
NWM
3396
Navigation Wealth Management
Colorado
$12K – – –
TWP
3397
TFO Wealth Partners
Ohio
$11K -$75K -605 -86%
EW
3398
Emerson Wealth
Michigan
$11K – – –
RCC
3399
Red Cedar Capital
Nebraska
$11K – – –
SL
3400
Savior LLC
Massachusetts
$11K – – –
134 135
136
137 138