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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3526
Barnett & Company
Tennessee
$62K -$1.64K -10 -3%
CMA
3527
Cedar Mountain Advisors
Oregon
$61K – – –
VIMU
3528
Veritas Investment Management (UK)
United Kingdom
$60K – – –
MGI
3529
MayTech Global Investments
New York
$59K – – –
MFT
3530
Moisand Fitzgerald Tamayo
Florida
$59K – – –
MW
3531
Milestone Wealth
New York
$59K +$61.4K +374 New
ETI
3532
Enterprise Trust & Investment
California
$57K – – –
LFG
3533
Leverty Financial Group
Wisconsin
$54K +$56.8K +346 New
EA
3534
Evolution Advisers
Virginia
$52K +$54.4K +331 New
LAS
3535
Lloyd Advisory Services
Georgia
$50K -$5.91K -36 -10%
AWMS
3536
Advocacy Wealth Management Services
Georgia
$49K – – –
IHWM
3537
Iron Horse Wealth Management
Iowa
$46K – – –
WIM
3538
Westside Investment Management
California
$45.7K -$12.3K -75 -5%
LWP
3539
Laurel Wealth Planning
Minnesota
$40K – – –
DTIM
3540
Danda Trouve Investment Management
Kansas
$40K +$328 +2 +0.8%
LWP
3541
Lumature Wealth Partners
Georgia
$38K -$10.7K -65 -21%
T2I
3542
Turim 21 Investimentos
Brazil
$37K – – –
CWA
3543
Carolina Wealth Advisors
South Carolina
$37K +$24.6K +150 +176%
BA
3544
Bellwether Advisors
Nebraska
$35K – – –
M1FG
3545
Mach-1 Financial Group
Arkansas
$34K +$35.3K +215 New
TJHA
3546
Thomas J. Herzfeld Advisors
Florida
$33K – – –
FCG
3547
Financial Connections Group
California
$32K +$33.8K +206 New
DCM
3548
Disciplina Capital Management
Tennessee
$31.2K +$32.4K +197 New
MWC
3549
MBM Wealth Consultants
Missouri
$31K – – –
CI
3550
Carroll Investors
South Carolina
$30K +$32.2K +196 New
140 141
142
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