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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3426
McCarthy Asset Management
California
$97K – – –
FA
3427
Financial Avengers
California
$97K +$443 +3 +0.4%
RFWA
3428
RPg Family Wealth Advisory
Massachusetts
$96.7K – – –
LPWM
3429
Lake Point Wealth Management
Texas
$96K +$148 +1 +0.1%
TWP
3430
TFO Wealth Partners
Ohio
$96K +$103K +701 New
GWMI
3431
Guardian Wealth Management (Illinois)
Illinois
$93K +$295 +2 +0.3%
SC
3432
Schubert & Co
Texas
$86K -$91.1K -617 -49%
MFA
3433
McClarren Financial Advisors
Pennsylvania
$86K – – –
RDIA
3434
RE Dickinson Investment Advisors
Iowa
$84K – – –
SCA
3435
Stuart Chaussee & Associates
California
$82K -$8.56K -58 -9%
APP
3436
Alpha Paradigm Partners
Illinois
$80K +$85K +576 +4,431%
VFIC
3437
Valley Forge Investment Consultants
Pennsylvania
$78K -$23.9K -162 -22%
MCA
3438
Maryland Capital Advisors
Maryland
$78K – – –
MWA
3439
Miller Wealth Advisors
Colorado
$78K +$17.7K +120 +27%
GCA
3440
Greenwood Capital Associates
South Carolina
$77K -$9.75M -66,066 -99%
BHWM
3441
Bay Harbor Wealth Management
Maryland
$77K +$5.46K +37 +7%
BSWA
3442
Bromfield Sneider Wealth Advisors
Massachusetts
$76K +$81.9K +555 New
HC
3443
Hoese & Co
Minnesota
$75K -$144K -978 -64%
EC
3444
Estate Counselors
Wisconsin
$75K – – –
HL
3445
Harding Loevner
New Jersey
$72K -$7.68K -52 -8%
EA
3446
Evolution Advisers
Virginia
$72K +$29.5K +200 +60%
WPWM
3447
Western Pacific Wealth Management
Illinois
$67K – – –
TCWA
3448
Ten Capital Wealth Advisors
Washington
$64K +$8.41K +57 +14%
APW
3449
Acima Private Wealth
Virginia
$63K – – –
WWP
3450
WR Wealth Planners
Missouri
$59.3K +$64.2K +435 New
136 137
138
139 140