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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
3551
Clear Perspectives Financial Planning
Ohio
$28K – – –
MG
3552
MilWealth Group
Wisconsin
$27.4K – – –
WIA
3553
Wealthstreet Investment Advisors
Texas
$26K – – –
LWA
3554
Lowe Wealth Advisors
Maryland
$26K +$18.9K +115 +230%
HWM
3555
HighMark Wealth Management
Minnesota
$25K +$164 +1 +0.6%
CM
3556
Cornerstone Management
Georgia
$24.4K +$25.3K +154 New
RG
3557
Retirement Group
California
$24K – – –
HFS
3558
HBC Financial Services
Washington
$23K -$164 -1 -0.7%
MUMSS
3559
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K -$4.93K -30 -19%
SFCL
3560
Strengthening Families & Communities LLC
Massachusetts
$21K +$21.5K +131 New
ARIS
3561
Advanced Research Investment Solutions
California
$20K +$4.11K +25 +23%
NWM
3562
Navigation Wealth Management
Colorado
$17K – – –
GC
3563
Gould Capital
Washington
$17K +$17.1K +104 New
CAM
3564
ClariVest Asset Management
California
$16K – – –
RCC
3565
Red Cedar Capital
Nebraska
$16K – – –
SL
3566
Savior LLC
Massachusetts
$16K +$164 +1 +1%
EA
3567
Emerald Advisers
Pennsylvania
$16K +$16.4K +100 New
IFS
3568
Intelligent Financial Strategies
Minnesota
$16K +$16.4K +100 New
FA
3569
Financial Advantage
Maryland
$15K – – –
JMF
3570
Johnson Midwest Financial
Iowa
$15K +$164 +1 +1%
RCM
3571
Ravenstone Capital Management
$14.7K – – –
PPWM
3572
PFG Private Wealth Management
Florida
$14K -$43.8K -267 -75%
BA
3573
Bivin & Associates
Oklahoma
$13K +$13.1K +80 New
UFF
3574
USA Financial Formulas
Michigan
$11K -$16.3K -99 -59%
RIM
3575
Ranger Investment Management
Texas
$11K – – –
141 142
143
144 145