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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2901
Strategic Family Wealth Counselors
New Jersey
– -$315K -2,260 Closed
MWM
2902
MinichMacGregor Wealth Management
New York
– -$313K -2,250 Closed
LIM
2903
Lathrop Investment Management
Arkansas
– -$312K -2,241 Closed
ICM
2904
Intrepid Capital Management
Florida
– -$309K -2,218 Closed
AWM
2905
Adams Wealth Management
Utah
– -$303K -2,176 Closed
PHAM
2906
Palisades Hudson Asset Management
Florida
– -$299K -2,144 Closed
FA
2907
Financial Advisors
Massachusetts
– -$298K -2,138 Closed
BWCS
2908
Beirne Wealth Consulting Services
Connecticut
– -$298K -2,135 Closed
VFM
2909
Vivid Financial Management
California
– -$290K -2,113 Closed
BBL
2910
Beck Bode LLC
Massachusetts
– -$293K -2,102 Closed
FC
2911
FCA Corp
Texas
– -$293K -2,100 Closed
CWM
2912
Campbell Wealth Management
Virginia
– -$292K -2,097 Closed
KLI
2913
Kelman-Lazarov Inc
Tennessee
– -$292K -2,095 Closed
RPAM
2914
Rhenman & Partners Asset Management
Sweden
– -$292K -2,095 Closed
BWM
2915
Brickley Wealth Management
California
– -$289K -2,076 Closed
EFL
2916
ERn Financial LLC
Wisconsin
– -$289K -2,071 Closed
AFG
2917
Affinia Financial Group
Massachusetts
– -$288K -2,063 Closed
AWM
2918
Apollon Wealth Management
South Carolina
– -$283K -2,060 Closed
SNBOSCI
2919
Security National Bank of Sioux City Iowa
Iowa
– -$286K -2,053 Closed
KM
2920
Kalos Management
Georgia
– -$285K -2,045 Closed
LRIC
2921
Long Road Investment Counsel
Michigan
– -$283K -2,032 Closed
MWM
2922
Madison Wealth Management
Ohio
– -$283K -2,027 Closed
MLFP
2923
MPS Loria Financial Planners
Illinois
– -$280K -2,012 Closed
CCM
2924
Chickasaw Capital Management
Tennessee
– -$279K -2,000 Closed
OWA
2925
One Wealth Advisors
California
– -$273K -1,959 Closed
115 116
117
118 119