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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
4901
United Financial Planning Group
New York
$217K -$102K -337 -31%
MPW
4902
MA Private Wealth
California
$217K +$4.86K +16 +2%
WCM
4903
Westend Capital Management
California
$217K -$2.43K -8 -1%
AWA
4904
Argo Wealth Advisory
Virginia
$216K +$19.4K +64 +10%
CCM
4905
Chaney Capital Management
Washington
$216K -$1.82K -6 -0.8%
FWWM
4906
Fiscal Wisdom Wealth Management
Connecticut
$214K – – –
BC
4907
Brio Consultants
California
$214K -$111K -365 -35%
WPA
4908
Wealth Preservation Advisors
Tennessee
$214K -$321K -1,059 -59%
IP
4909
Integras Partners
Georgia
$214K – – –
PFS
4910
Professional Financial Solutions
Virginia
$214K -$3.64K -12 -2%
IA
4911
IFS Advisors
Kansas
$213K +$217K +714 +6,491%
GBA
4912
Garrison Bradford & Associates
New York
$213K – – –
TCM
4913
Teza Capital Management
Illinois
$213K +$220K +725 New
NWM
4914
Navigoe Wealth Management
California
$213K – – –
CPW
4915
Crestmont Private Wealth
Texas
$213K – – –
DTL
4916
Dynamic Technology Lab
Singapore
$213K +$220K +724 New
SFA
4917
Seneca Financial Advisors
New York
$213K – – –
SMF
4918
Sterling Manor Financial
New York
$212K -$60.7K -200 -22%
CA
4919
CV Advisors
Florida
$211K – – –
OWM
4920
Opes Wealth Management
California
$211K -$13.1K -43 -6%
BFP
4921
Briaud Financial Planning
Texas
$210K -$47.6K -157 -18%
TWG
4922
The Wealth Group
Minnesota
$210K – – –
DK
4923
David Kennon
Florida
$209K -$36.1K -119 -14%
CWA
4924
Cornerstone Wealth Advisors
Minnesota
$209K – – –
BIS
4925
BG Investment Services
Guam
$209K +$910 +3 +0.4%
195 196
197
198 199