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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3501
Maryland Capital Advisors
Maryland
$91K +$94.4K +575 New
EC
3502
Estate Counselors
Wisconsin
$87K – – –
IA
3503
IndexIQ Advisors
New York
$82K +$85.1K +518 New
MS
3504
Mizuho Securities
Japan
$81K -$95.9K -584 -53%
BHWM
3505
Bay Harbor Wealth Management
Maryland
$81K +$3.28K +20 +4%
TIM
3506
Tevis Investment Management
Texas
$80K +$83.1K +506 New
WPWM
3507
Western Pacific Wealth Management
Illinois
$77K +$80.8K +492 New
APW
3508
Acima Private Wealth
Virginia
$73K – – –
MWA
3509
Miller Wealth Advisors
Colorado
$71K +$73.9K +450 New
TVWM
3510
Tower View Wealth Management
Wisconsin
$68K +$164 +1 +0.2%
ACK
3511
Andrew C. Karlinski
$67K +$69.5K +423 New
HFS
3512
Horizon Financial Services
North Carolina
$66.1K +$328 +2 +0.5%
TCWA
3513
Ten Capital Wealth Advisors
Washington
$65K – – –
DWA
3514
Delos Wealth Advisors
Texas
$64K +$66.2K +403 +13,433%
BC
3515
Barnett & Company
Tennessee
$62K -$1.64K -10 -3%
CMA
3516
Cedar Mountain Advisors
Oregon
$61K – – –
VIMU
3517
Veritas Investment Management (UK)
United Kingdom
$60K – – –
MGI
3518
MayTech Global Investments
New York
$59K – – –
MFT
3519
Moisand Fitzgerald Tamayo
Florida
$59K – – –
MW
3520
Milestone Wealth
New York
$59K +$61.4K +374 New
ETI
3521
Enterprise Trust & Investment
California
$57K – – –
LFG
3522
Leverty Financial Group
Wisconsin
$54K +$56.8K +346 New
VRS
3523
Virginia Retirement Systems
Virginia
$53.9K +$16.4K +100 +0%
EA
3524
Evolution Advisers
Virginia
$52K +$54.4K +331 New
LAS
3525
Lloyd Advisory Services
Georgia
$50K -$5.91K -36 -10%
139 140
141
142 143