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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TR
4876
Tepp RIA
New Jersey
$243K +$230K +742 New
FPTW
4877
Franklin, Parlapiano, Turner & Welch
Texas
$243K – – –
HOWA
4878
Hudson Oak Wealth Advisory
New Jersey
$242K -$4.35K -14 -2%
GCM
4879
Gator Capital Management
Florida
$242K – – –
AAMC
4880
Asset Allocation & Management Company
Illinois
$242K -$263K -848 -53%
UFPG
4881
United Financial Planning Group
New York
$242K – – –
MPW
4882
MA Private Wealth
California
$241K – – –
LSL
4883
Legacy Solutions LLC
Pennsylvania
$241K +$11.5K +37 +5%
EFN
4884
Equita Financial Network
Pennsylvania
$241K +$229K +736 New
RW
4885
REDW Wealth
New Mexico
$241K +$229K +736 New
RFW
4886
Redwood Family Wealth
Texas
$240K +$8.07K +26 +4%
CCM
4887
Chaney Capital Management
Washington
$240K – – –
GFP
4888
Gainline Financial Partners
Colorado
$240K +$228K +733 New
TWM
4889
Trinity Wealth Management
Pennsylvania
$240K +$227K +732 New
TBC
4890
Ted Buchan & Co
California
$240K +$227K +732 New
FWWM
4891
Fiscal Wisdom Wealth Management
Connecticut
$239K – – –
PFG
4892
PAX Financial Group
Texas
$238K +$226K +728 New
GSEP
4893
Golden State Equity Partners
California
$238K -$14.6M -46,893 -98%
CCAL
4894
City Center Advisors LLC
Michigan
$238K -$4.35K -14 -2%
PFS
4895
Professional Financial Solutions
Virginia
$238K – – –
IA
4896
IFS Advisors
Kansas
$237K – – –
GBA
4897
Garrison Bradford & Associates
New York
$237K – – –
TCOK
4898
Trust Company of Kansas
Kansas
$237K -$54.3K -175 -19%
SFA
4899
Seneca Financial Advisors
New York
$237K – – –
PAM
4900
PVG Asset Management
Colorado
$237K – – –
194 195
196
197 198