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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
4076
AtlasMark Financial
Texas
$200K +$200K +950 New
TCFP
4077
Treasure Coast Financial Planning
Florida
$200K +$200K +950 New
MWM
4078
Magnolia Wealth Management
Alabama
$200K +$200K +949 New
MMC
4079
Mizuho Markets Cayman
Cayman Islands
$197K -$2.11K -10 -1%
MSG
4080
Main Street Group
Virginia
$196K +$102K +484 +109%
SCA
4081
Sander Capital Advisors
Washington
$195K +$25.3K +120 +15%
CPG
4082
Cornerstone Planning Group
New Jersey
$195K -$5.9K -28 -3%
MB
4083
Mizuho Bank
Japan
$194K – – –
VIA
4084
Virtus Investment Advisers
Connecticut
$194K – – –
WOSD
4085
WFA of San Diego
California
$193K – – –
FG
4086
Fairman Group
Pennsylvania
$190K – – –
FAM
4087
Flaharty Asset Management
Florida
$184K +$184K +874 New
VWA
4088
Valued Wealth Advisors
Utah
$184K -$1.47K -7 -0.8%
FA
4089
Financial Avengers
California
$183K +$9.06K +43 +5%
MIM
4090
Macroview Investment Management
Maryland
$183K +$2.53K +12 +1%
LFA
4091
Legend Financial Advisors
Pennsylvania
$182K -$25.3K -120 -12%
LAM
4092
Lummis Asset Management
Texas
$181K +$142K +676 +371%
MFG
4093
Mendota Financial Group
Wisconsin
$178K -$23.2K -110 -12%
TCM
4094
TD Capital Management
Tennessee
$175K +$11.6K +55 +7%
FNWA
4095
Financial Network Wealth Advisors
Utah
$174K -$59.8K -284 -26%
PCWA
4096
Pacific Capital Wealth Advisors
California
$164K -$35.6K -169 -18%
DP
4097
Denver PWM
Colorado
$160K -$91K -432 -36%
MAM
4098
Meeder Asset Management
Ohio
$158K +$3.16K +15 +2%
RS
4099
Rakuten Securities
Japan
$153K +$76.2K +362 +99%
GWMI
4100
Guardian Wealth Management (Illinois)
Illinois
$150K +$843 +4 +0.6%
162 163
164
165 166