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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3501
McCarthy Asset Management
California
$112K – – –
FA
3502
Financial Avengers
California
$112K +$25.1K +153 +27%
LPWM
3503
Lake Point Wealth Management
Texas
$111K – – –
TC
3504
TAP Consulting
Missouri
$111K +$115K +698 New
GWMI
3505
Guardian Wealth Management (Illinois)
Illinois
$108K +$112K +679 New
SCA
3506
Stuart Chaussee & Associates
California
$105K +$25.3K +154 +30%
CFRPA
3507
Castle Financial & Retirement Planning Associates
New Jersey
$105K +$110K +671 New
HL
3508
Harding Loevner
New Jersey
$102K – – –
MFA
3509
McClarren Financial Advisors
Pennsylvania
$100K +$25.8K +157 +33%
HIM
3510
Hillsdale Investment Management
Ontario, Canada
$97K -$18.9K -115 -16%
RDIA
3511
RE Dickinson Investment Advisors
Iowa
$97K +$101K +613 New
MCA
3512
Maryland Capital Advisors
Maryland
$91K +$94.4K +575 New
EC
3513
Estate Counselors
Wisconsin
$87K – – –
IA
3514
IndexIQ Advisors
New York
$82K +$85.1K +518 New
MS
3515
Mizuho Securities
Japan
$81K -$95.9K -584 -53%
BHWM
3516
Bay Harbor Wealth Management
Maryland
$81K +$3.28K +20 +4%
TIM
3517
Tevis Investment Management
Texas
$80K +$83.1K +506 New
WPWM
3518
Western Pacific Wealth Management
Illinois
$77K +$80.8K +492 New
APW
3519
Acima Private Wealth
Virginia
$73K – – –
MWA
3520
Miller Wealth Advisors
Colorado
$71K +$73.9K +450 New
TVWM
3521
Tower View Wealth Management
Wisconsin
$68K +$164 +1 +0.2%
ACK
3522
Andrew C. Karlinski
$67K +$69.5K +423 New
HFS
3523
Horizon Financial Services
North Carolina
$66.1K +$328 +2 +0.5%
TCWA
3524
Ten Capital Wealth Advisors
Washington
$65K – – –
DWA
3525
Delos Wealth Advisors
Texas
$64K +$66.2K +403 +13,433%
139 140
141
142 143