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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
2926
Sciencast Management
New Jersey
– -$978K -8,300 Closed
EWF
2927
Epstein & White Financial
California
– -$884K -7,501 Closed
XS
2928
XR Securities
Illinois
– -$939K -7,319 Closed
SI
2929
SCP Investment
California
– -$824K -7,000 Closed
GM
2930
GeoWealth Management
Illinois
– -$703K -5,974 Closed
SCM
2931
Shapiro Capital Management
Georgia
– -$692K -5,880 Closed
IR
2932
IAT Reinsurance
New York
– -$666K -5,655 Closed
FIM
2933
Fernwood Investment Management
Massachusetts
– -$643K -5,462 Closed
OFS
2934
OneAscent Financial Services
Alabama
– -$638K -4,934 Closed
BAM
2935
Bruderman Asset Management
New York
– -$568K -4,355 Closed
ER
2936
Enlightenment Research
Florida
– -$494K -4,201 Closed
CWM
2937
Centric Wealth Management
Illinois
– -$474K -4,185 Closed
PWS
2938
Paragon Wealth Strategies
Florida
– -$476K -4,046 Closed
UWPG
2939
Ullmann Wealth Partners Group
Florida
– -$465K -3,953 Closed
MPW
2940
MA Private Wealth
California
– -$427K -3,631 Closed
PIC
2941
Portland Investment Counsel
Ontario, Canada
– -$353K -3,000 Closed
TA
2942
Thor Advisors
New York
– -$344K -2,920 Closed
DLHL
2943
Donald L. Hagan LLC
Florida
– -$334K -2,788 Closed
WFPG
2944
Waller Financial Planning Group
Ohio
– -$344K -2,722 Closed
KIM
2945
Karpus Investment Management
New York
– -$275K -2,336 Closed
SRCM
2946
Swift Run Capital Management
Virginia
– -$272K -2,315 Closed
CIC
2947
Cutler Investment Counsel
Oregon
– -$269K -2,284 Closed
CC
2948
Caxton Corporation
New Jersey
– -$218K -1,853 Closed
KAH
2949
Kathryn A. Hall
– -$209K -1,779 Closed
QCIG
2950
Quad-Cities Investment Group
Iowa
– -$118K -1,000 Closed
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