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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
2701
First National Bank of Mount Dora
Florida
$419K +$369K +3,299 New
GFPC
2702
Global Financial Private Client
Florida
$417K +$12.9K +115 +4%
NWS
2703
Newport Wealth Strategies
California
$417K – – –
FMP
2704
Financial Management Professionals
Texas
$416K -$134K -1,200 -27%
FI
2705
Fosun International
China
$415K – – –
LB
2706
Leo Brokerage
Texas
$414K -$77.1K -690 -17%
PWS
2707
Private Wealth Strategies
Ohio
$413K – – –
BWA
2708
Bordeaux Wealth Advisors
California
$411K +$361K +3,232 New
FRA
2709
Frank Rimerman Advisors
California
$410K +$361K +3,230 New
AWA
2710
AmeriServ Wealth Advisors
Pennsylvania
$410K +$360K +3,224 New
TIA
2711
Tandem Investment Advisors
South Carolina
$408K -$29.4K -263 -8%
WFM
2712
Wolff Financial Management
Michigan
$408K – – –
FA
2713
Forefront Analytics
Pennsylvania
$407K +$3.24K +29 +0.9%
FFS
2714
Founders Financial Securities
Maryland
$407K +$358K +3,202 New
IGGA
2715
Iron Gate Global Advisors
Utah
$406K +$34.8K +311 +11%
NFP
2716
Novak Financial Planning
Maryland
$406K +$357K +3,192 New
TWM
2717
Titus Wealth Management
California
$404K -$50K -447 -12%
TCOO
2718
Trust Company of Oklahoma
Oklahoma
$404K -$185K -1,655 -34%
SFG
2719
Sunburst Financial Group
Alabama
$403K -$70.9K -634 -17%
BWM
2720
BT Wealth Management
Georgia
$403K -$14.5K -130 -4%
MAG
2721
MRA Advisory Group
New Jersey
$402K +$353K +3,161 New
WFWM
2722
Wechter Feldman Wealth Management
New Jersey
$401K +$11.2K +100 +3%
AL
2723
ADE LLC
Maryland
$401K +$352K +3,152 New
DACG
2724
Donor Advised Charitable Giving
California
$400K – – –
RIS
2725
Retirement Income Solutions
Michigan
$399K -$17.4K -156 -5%
107 108
109
110 111