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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
4476
Valued Retirements
Texas
$425K – – –
QP
4477
Quartz Partners
New York
$425K -$98.5K -318 -19%
AFC
4478
Ares Financial Consulting
California
$424K +$407K +1,316 New
HC
4479
Hoese & Co
Minnesota
$422K – – –
PTCG
4480
Pring Turner Capital Group
California
$421K – – –
PPWM
4481
Perissos Private Wealth Management
Oklahoma
$420K – – –
LSWP
4482
Liberty Square Wealth Partners
Pennsylvania
$420K – – –
W
4483
WPWealth
Texas
$419K +$47.7K +154 +13%
PCC
4484
Park Circle Company
Maryland
$419K – – –
SA
4485
Sacks & Associates
New Jersey
$419K +$402K +1,300 New
GSWA
4486
Good Steward Wealth Advisors
Tennessee
$418K -$49.8K -161 -11%
KFG
4487
Kelly Financial Group
Connecticut
$418K +$3.41K +11 +0.9%
SCM
4488
Sage Capital Management
New Jersey
$417K +$1.24K +4 +0.3%
IWAO
4489
Independence Wealth Advisors (Ohio)
Ohio
$417K +$401K +1,294 New
D
4490
Dentgroup
Louisiana
$416K +$619 +2 +0.2%
WN
4491
Williams & Novak
California
$416K +$28.2K +91 +8%
TCM
4492
TABR Capital Management
California
$415K +$399K +1,289 New
SG
4493
Sankala Group
Colorado
$415K +$428K +1,381 New
LGW
4494
Leslie Global Wealth
Illinois
$414K +$6.19K +20 +2%
WA
4495
Winter & Associates
Minnesota
$414K +$398K +1,285 New
SFC
4496
Strategic Financial Concepts
Texas
$414K -$497K -1,605 -56%
CWM
4497
Concentrum Wealth Management
California
$413K -$1.24K -4 -0.3%
CPA
4498
Cathy Pareto & Associates
Florida
$412K -$929 -3 -0.2%
CMTU
4499
Capital Markets Trading (UK)
United Kingdom
$412K +$71.2K +230 +22%
SPFA
4500
Summit Place Financial Advisors
New Jersey
$411K -$8.98K -29 -2%
178 179
180
181 182