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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4151
Horizons Wealth Management
North Carolina
$58.6K – – –
TVWM
4152
Tower View Wealth Management
Wisconsin
$57.9K +$421 +2 +0.7%
TLA
4153
Tanglewood Legacy Advisors
Texas
$57.6K – – –
BFA
4154
BBJS Financial Advisors
Washington
$55.9K – – –
TCM
4155
Tanaka Capital Management
New York
$55K -$6.53K -31 -11%
VF
4156
VitalStone Financial
Texas
$53.9K +$421 +2 +0.8%
ACM
4157
Anfield Capital Management
California
$53.8K +$17.9K +85 +50%
CMA
4158
Cedar Mountain Advisors
Oregon
$52.9K -$3.58K -17 -6%
MWA
4159
MFA Wealth Advisors
Pennsylvania
$52.1K – – –
LIS
4160
Legacy Investment Solutions
Idaho
$51.1K +$44.7K +212 New
LWMI
4161
Legacy Wealth Management (Idaho)
Idaho
$51.1K +$44.7K +212 New
BCCM
4162
Black Cypress Capital Management
Florida
$49.6K – – –
VWWMG
4163
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K – – –
TWD
4164
True Wealth Design
Ohio
$49.3K -$21.1K -100 -30%
RWA
4165
Redmont Wealth Advisors
Illinois
$48.1K – – –
GIS
4166
Grayhawk Investment Strategies
Alberta, Canada
$46.8K – – –
PFG
4167
Peterson Financial Group
Iowa
$45.4K +$45.3K +215 New
BMC
4168
Bear Mountain Capital
Washington
$44.9K -$21.1K -100 -33%
UIA
4169
Ulland Investment Advisors
Minnesota
$44K – – –
PWM
4170
Partnership Wealth Management
Maryland
$43.6K – – –
RF
4171
Robinswood Financial
Washington
$43.6K +$6.95K +33 +19%
BFS
4172
Bare Financial Services
Pennsylvania
$42.8K – – –
KSWA
4173
Kathleen S. Wright Associates
Pennsylvania
$42.2K – – –
APW
4174
Atlantic Private Wealth
North Carolina
$42.2K +$42.1K +200 New
BFP
4175
Briaud Financial Planning
Texas
$42K – – –
165 166
167
168 169