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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4476
Sacks & Associates
New Jersey
$419K +$402K +1,300 New
GSWA
4477
Good Steward Wealth Advisors
Tennessee
$418K -$49.8K -161 -11%
KFG
4478
Kelly Financial Group
Connecticut
$418K +$3.41K +11 +0.9%
SCM
4479
Sage Capital Management
New Jersey
$417K +$1.24K +4 +0.3%
IWAO
4480
Independence Wealth Advisors (Ohio)
Ohio
$417K +$401K +1,294 New
D
4481
Dentgroup
Louisiana
$416K +$619 +2 +0.2%
WN
4482
Williams & Novak
California
$416K +$28.2K +91 +8%
TCM
4483
TABR Capital Management
California
$415K +$399K +1,289 New
SG
4484
Sankala Group
Colorado
$415K +$428K +1,381 New
LGW
4485
Leslie Global Wealth
Illinois
$414K +$6.19K +20 +2%
WA
4486
Winter & Associates
Minnesota
$414K +$398K +1,285 New
SFC
4487
Strategic Financial Concepts
Texas
$414K -$497K -1,605 -56%
CWM
4488
Concentrum Wealth Management
California
$413K -$1.24K -4 -0.3%
CPA
4489
Cathy Pareto & Associates
Florida
$412K -$929 -3 -0.2%
CMTU
4490
Capital Markets Trading (UK)
United Kingdom
$412K +$71.2K +230 +22%
SPFA
4491
Summit Place Financial Advisors
New Jersey
$411K -$8.98K -29 -2%
FWM
4492
FMB Wealth Management
California
$411K – – –
OWM
4493
Orgel Wealth Management
Wisconsin
$410K +$48.9K +158 +14%
AFC
4494
Avise Financial Cooperative
California
$409K +$394K +1,271 New
EW
4495
Enzi Wealth
Texas
$409K +$1.24K +4 +0.3%
HWA
4496
Hilltop Wealth Advisors
North Carolina
$409K +$46.1K +149 +13%
AFS
4497
Axiom Financial Strategies
Indiana
$409K -$26.3K -85 -6%
RCM
4498
Richardson Capital Management
Wisconsin
$409K +$2.48K +8 +0.6%
VI
4499
VanderPol Investments
Michigan
$409K +$8.67K +28 +2%
LA
4500
Lakeside Advisors
Washington
$408K +$310 +1 +0.1%
178 179
180
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