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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWWM
4926
Fiscal Wisdom Wealth Management
Connecticut
$214K – – –
BC
4927
Brio Consultants
California
$214K -$111K -365 -35%
WPA
4928
Wealth Preservation Advisors
Tennessee
$214K -$321K -1,059 -59%
IP
4929
Integras Partners
Georgia
$214K – – –
PFS
4930
Professional Financial Solutions
Virginia
$214K -$3.64K -12 -2%
IA
4931
IFS Advisors
Kansas
$213K +$217K +714 +6,491%
GBA
4932
Garrison Bradford & Associates
New York
$213K – – –
TCM
4933
Teza Capital Management
Illinois
$213K +$220K +725 New
NWM
4934
Navigoe Wealth Management
California
$213K – – –
CPW
4935
Crestmont Private Wealth
Texas
$213K – – –
DTL
4936
Dynamic Technology Lab
Singapore
$213K +$220K +724 New
SFA
4937
Seneca Financial Advisors
New York
$213K – – –
SMF
4938
Sterling Manor Financial
New York
$212K -$60.7K -200 -22%
CA
4939
CV Advisors
Florida
$211K – – –
OWM
4940
Opes Wealth Management
California
$211K -$13.1K -43 -6%
BFP
4941
Briaud Financial Planning
Texas
$210K -$47.6K -157 -18%
TWG
4942
The Wealth Group
Minnesota
$210K – – –
DK
4943
David Kennon
Florida
$209K -$36.1K -119 -14%
CWA
4944
Cornerstone Wealth Advisors
Minnesota
$209K – – –
BIS
4945
BG Investment Services
Guam
$209K +$910 +3 +0.4%
PD
4946
Planning Directions
Pennsylvania
$208K +$910 +3 +0.4%
RFW
4947
Redwood Family Wealth
Texas
$208K -$24.6K -81 -10%
WWA
4948
Wingate Wealth Advisors
Massachusetts
$208K -$18.5K -61 -8%
GPW
4949
Gray Private Wealth
Massachusetts
$208K -$4.55K -15 -2%
SIA
4950
Spectrum Investment Advisors
Wisconsin
$207K -$101K -332 -32%
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