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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
T
4901
Tidemark
California
$237K -$2.48K -8 -1%
PFA
4902
Providence Financial Advisors
Kansas
$236K – – –
FWWM
4903
Fiscal Wisdom Wealth Management
Connecticut
$235K -$4.64K -15 -2%
TSW
4904
Three Seasons Wealth
Utah
$235K +$5.26K +17 +2%
LWMI
4905
Legacy Wealth Management (Idaho)
Idaho
$234K +$105K +339 +87%
MFG
4906
Mustico Financial Group
New York
$234K +$220K +712 New
IP
4907
Integras Partners
Georgia
$234K -$48.6K -157 -18%
SWAG
4908
Spectrum Wealth Advisory Group
California
$234K -$18.9K -61 -8%
GBA
4909
Garrison Bradford & Associates
New York
$234K – – –
CPW
4910
Crestmont Private Wealth
Texas
$233K – – –
NWM
4911
Navigoe Wealth Management
California
$233K – – –
SFA
4912
Seneca Financial Advisors
New York
$233K +$3.1K +10 +1%
GPW
4913
Gray Private Wealth
Massachusetts
$232K – – –
MPW
4914
MA Private Wealth
California
$232K -$117K -379 -34%
FPTW
4915
Franklin, Parlapiano, Turner & Welch
Texas
$232K – – –
CA
4916
CV Advisors
Florida
$231K +$17K +55 +8%
SB
4917
Semitam Bonam
New York
$231K – – –
TWG
4918
The Wealth Group
Minnesota
$230K +$221K +713 New
CWA
4919
Cornerstone Wealth Advisors
Minnesota
$229K +$619 +2 +0.3%
BIS
4920
BG Investment Services
Guam
$228K +$7.43K +24 +4%
RIG
4921
Renaissance Investment Group
Massachusetts
$227K – – –
PD
4922
Planning Directions
Pennsylvania
$227K +$1.24K +4 +0.6%
OWCM
4923
One Wealth Capital Management
Arizona
$227K -$13.6K -44 -6%
HFO
4924
Heritage Family Offices
Arizona
$227K +$218K +704 New
QA
4925
Quattro Advisors
Pennsylvania
$226K +$217K +701 New
195 196
197
198 199