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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
4926
Gainline Financial Partners
Colorado
$240K +$228K +733 New
TWM
4927
Trinity Wealth Management
Pennsylvania
$240K +$227K +732 New
TBC
4928
Ted Buchan & Co
California
$240K +$227K +732 New
FWWM
4929
Fiscal Wisdom Wealth Management
Connecticut
$239K – – –
PFG
4930
PAX Financial Group
Texas
$238K +$226K +728 New
GSEP
4931
Golden State Equity Partners
California
$238K -$14.6M -46,893 -98%
CCAL
4932
City Center Advisors LLC
Michigan
$238K -$4.35K -14 -2%
PFS
4933
Professional Financial Solutions
Virginia
$238K – – –
IA
4934
IFS Advisors
Kansas
$237K – – –
GBA
4935
Garrison Bradford & Associates
New York
$237K – – –
TCOK
4936
Trust Company of Kansas
Kansas
$237K -$54.3K -175 -19%
SFA
4937
Seneca Financial Advisors
New York
$237K – – –
PAM
4938
PVG Asset Management
Colorado
$237K – – –
GCP
4939
Guardian Capital (Pennsylvania)
Pennsylvania
$235K -$126K -406 -36%
BFP
4940
Briaud Financial Planning
Texas
$234K – – –
SSWG
4941
Seven Springs Wealth Group
Tennessee
$234K +$222K +714 New
JMBA
4942
J. M. Brown & Associates
Oklahoma
$234K +$222K +714 New
BWS
4943
BFI Wealth Solutions
Texas
$233K +$221K +713 New
DK
4944
David Kennon
Florida
$233K – – –
PD
4945
Planning Directions
Pennsylvania
$233K +$1.24K +4 +0.6%
WWA
4946
Wingate Wealth Advisors
Massachusetts
$232K – – –
EPA
4947
Element Pointe Advisors
Florida
$231K +$220K +707 New
BS
4948
Brighton Securities
New York
$231K +$220K +707 New
Legacy Financial Group (Iowa)
4949
Legacy Financial Group (Iowa)
Iowa
$231K +$219K +704 New
BIS
4950
BG Investment Services
Guam
$231K -$1.55K -5 -0.7%