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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIMU
3526
Veritas Investment Management (UK)
United Kingdom
$60K – – –
MGI
3527
MayTech Global Investments
New York
$59K – – –
MFT
3528
Moisand Fitzgerald Tamayo
Florida
$59K – – –
MW
3529
Milestone Wealth
New York
$59K +$61.4K +374 New
ETI
3530
Enterprise Trust & Investment
California
$57K – – –
LFG
3531
Leverty Financial Group
Wisconsin
$54K +$56.8K +346 New
EA
3532
Evolution Advisers
Virginia
$52K +$54.4K +331 New
LAS
3533
Lloyd Advisory Services
Georgia
$50K -$5.91K -36 -10%
AWMS
3534
Advocacy Wealth Management Services
Georgia
$49K – – –
IHWM
3535
Iron Horse Wealth Management
Iowa
$46K – – –
WIM
3536
Westside Investment Management
California
$45.7K -$12.3K -75 -5%
LWP
3537
Laurel Wealth Planning
Minnesota
$40K – – –
DTIM
3538
Danda Trouve Investment Management
Kansas
$40K +$328 +2 +0.8%
LWP
3539
Lumature Wealth Partners
Georgia
$38K -$10.7K -65 -21%
T2I
3540
Turim 21 Investimentos
Brazil
$37K – – –
CWA
3541
Carolina Wealth Advisors
South Carolina
$37K +$24.6K +150 +176%
BA
3542
Bellwether Advisors
Nebraska
$35K – – –
M1FG
3543
Mach-1 Financial Group
Arkansas
$34K +$35.3K +215 New
TJHA
3544
Thomas J. Herzfeld Advisors
Florida
$33K – – –
FCG
3545
Financial Connections Group
California
$32K +$33.8K +206 New
DCM
3546
Disciplina Capital Management
Tennessee
$31.2K +$32.4K +197 New
MWC
3547
MBM Wealth Consultants
Missouri
$31K – – –
CI
3548
Carroll Investors
South Carolina
$30K +$32.2K +196 New
CPFP
3549
Clear Perspectives Financial Planning
Ohio
$28K – – –
MG
3550
MilWealth Group
Wisconsin
$27.4K – – –
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