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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
4901
Guardian Capital (Pennsylvania)
Pennsylvania
$235K -$126K -406 -36%
BFP
4902
Briaud Financial Planning
Texas
$234K
SSWG
4903
Seven Springs Wealth Group
Tennessee
$234K +$222K +714 New
JMBA
4904
J. M. Brown & Associates
Oklahoma
$234K +$222K +714 New
BWS
4905
BFI Wealth Solutions
Texas
$233K +$221K +713 New
DK
4906
David Kennon
Florida
$233K
PD
4907
Planning Directions
Pennsylvania
$233K +$1.24K +4 +0.6%
WWA
4908
Wingate Wealth Advisors
Massachusetts
$232K
EPA
4909
Element Pointe Advisors
Florida
$231K +$220K +707 New
BS
4910
Brighton Securities
New York
$231K +$220K +707 New
Legacy Financial Group (Iowa)
4911
Legacy Financial Group (Iowa)
Iowa
$231K +$219K +704 New
BIS
4912
BG Investment Services
Guam
$231K -$1.55K -5 -0.7%
PCM
4913
Pincus Capital Management
New York
$230K -$27.6K -89 -11%
BWMG
4914
Barnes Wealth Management Group
California
$230K -$36.6K -118 -14%
NECFA
4915
New England Capital Financial Advisors
Connecticut
$230K +$155K +500 +248%
WP
4916
Walleye Partners
Wisconsin
$229K +$218K +701 New
JCM
4917
Jag Capital Management
Missouri
$229K
MJP
4918
Michael J. Puzo
$229K -$236K -760 -52%
FAM
4919
Forte Asset Management
New York
$229K
SPWM
4920
Smith Partners Wealth Management
North Carolina
$229K
BAM
4921
Bayshore Asset Management
Florida
$228K +$217K +698 New
LBC
4922
Lane Brothers & Co
Arizona
$228K -$13.4K -43 -6%
TGIA
4923
Torrey Growth & Income Advisors
California
$228K
PFA
4924
Peak Financial Advisors
Colorado
$227K
SFP
4925
Strategic Financial Partners
Oregon
$227K