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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
3451
Milestone Wealth
New York
$59K – – –
ACK
3452
Andrew C. Karlinski
$56K -$1.48K -10 -2%
DWA
3453
Delos Wealth Advisors
Texas
$55K – – –
CMA
3454
Cedar Mountain Advisors
Oregon
$53K +$148 +1 +0.3%
MFT
3455
Moisand Fitzgerald Tamayo
Florida
$52K +$738 +5 +1%
MIM
3456
Meridiem Investment Management
United Kingdom
$52K +$56.1K +380 New
MGI
3457
MayTech Global Investments
New York
$51K – – –
LAS
3458
Lloyd Advisory Services
Georgia
$51K +$9K +61 +19%
ETI
3459
Enterprise Trust & Investment
California
$49K – – –
CI
3460
Cordant Inc
Oregon
$47K +$51.1K +346 New
TVWM
3461
Tower View Wealth Management
Wisconsin
$46K -$13.9K -94 -22%
AWMS
3462
Advocacy Wealth Management Services
Georgia
$42K +$148 +1 +0.3%
IHWM
3463
Iron Horse Wealth Management
Iowa
$40K – – –
ARIS
3464
Advanced Research Investment Solutions
California
$39K +$23K +156 +118%
WIM
3465
Westside Investment Management
California
$38.9K +$232K +1,573 +103%
DTIM
3466
Danda Trouve Investment Management
Kansas
$35K +$295 +2 +0.8%
LWP
3467
Laurel Wealth Planning
Minnesota
$34K – – –
M1FG
3468
Mach-1 Financial Group
Arkansas
$34K +$5.17K +35 +16%
T2I
3469
Turim 21 Investimentos
Brazil
$32K – – –
BA
3470
Bellwether Advisors
Nebraska
$30K – – –
FCG
3471
Financial Connections Group
California
$28K – – –
TJHA
3472
Thomas J. Herzfeld Advisors
Florida
$27K -$1.33K -9 -4%
SC
3473
Siena Capital
Ohio
$27K +$29.5K +200 New
DCM
3474
Disciplina Capital Management
Tennessee
$26.9K – – –
DB
3475
Dravo Bay
Delaware
$25.9K +$28K +190 New
137 138
139
140 141