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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2701
Global Financial Private Client
Florida
$417K +$12.9K +115 +4%
NWS
2702
Newport Wealth Strategies
California
$417K – – –
FMP
2703
Financial Management Professionals
Texas
$416K -$134K -1,200 -27%
FI
2704
Fosun International
China
$415K – – –
LB
2705
Leo Brokerage
Texas
$414K -$77.1K -690 -17%
PWS
2706
Private Wealth Strategies
Ohio
$413K – – –
BWA
2707
Bordeaux Wealth Advisors
California
$411K +$361K +3,232 New
FRA
2708
Frank Rimerman Advisors
California
$410K +$361K +3,230 New
AWA
2709
AmeriServ Wealth Advisors
Pennsylvania
$410K +$360K +3,224 New
TIA
2710
Tandem Investment Advisors
South Carolina
$408K -$29.4K -263 -8%
WFM
2711
Wolff Financial Management
Michigan
$408K – – –
FA
2712
Forefront Analytics
Pennsylvania
$407K +$3.24K +29 +0.9%
FFS
2713
Founders Financial Securities
Maryland
$407K +$358K +3,202 New
IGGA
2714
Iron Gate Global Advisors
Utah
$406K +$34.8K +311 +11%
NFP
2715
Novak Financial Planning
Maryland
$406K +$357K +3,192 New
TWM
2716
Titus Wealth Management
California
$404K -$50K -447 -12%
TCOO
2717
Trust Company of Oklahoma
Oklahoma
$404K -$185K -1,655 -34%
SFG
2718
Sunburst Financial Group
Alabama
$403K -$70.9K -634 -17%
BWM
2719
BT Wealth Management
Georgia
$403K -$14.5K -130 -4%
MAG
2720
MRA Advisory Group
New Jersey
$402K +$353K +3,161 New
WFWM
2721
Wechter Feldman Wealth Management
New Jersey
$401K +$11.2K +100 +3%
AL
2722
ADE LLC
Maryland
$401K +$352K +3,152 New
DACG
2723
Donor Advised Charitable Giving
California
$400K – – –
RIS
2724
Retirement Income Solutions
Michigan
$399K -$17.4K -156 -5%
PCMM
2725
Piedmont Capital Management (Montana)
Montana
$398K +$350K +3,133 New
107 108
109
110 111