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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
2926
Epstein & White Financial
California
– -$884K -7,501 Closed
XS
2927
XR Securities
Illinois
– -$939K -7,319 Closed
SI
2928
SCP Investment
California
– -$824K -7,000 Closed
GM
2929
GeoWealth Management
Illinois
– -$703K -5,974 Closed
SCM
2930
Shapiro Capital Management
Georgia
– -$692K -5,880 Closed
IR
2931
IAT Reinsurance
New York
– -$666K -5,655 Closed
FIM
2932
Fernwood Investment Management
Massachusetts
– -$643K -5,462 Closed
OFS
2933
OneAscent Financial Services
Alabama
– -$638K -4,934 Closed
BAM
2934
Bruderman Asset Management
New York
– -$568K -4,355 Closed
ER
2935
Enlightenment Research
Florida
– -$494K -4,201 Closed
CWM
2936
Centric Wealth Management
Illinois
– -$474K -4,185 Closed
PWS
2937
Paragon Wealth Strategies
Florida
– -$476K -4,046 Closed
UWPG
2938
Ullmann Wealth Partners Group
Florida
– -$465K -3,953 Closed
MPW
2939
MA Private Wealth
California
– -$427K -3,631 Closed
PIC
2940
Portland Investment Counsel
Ontario, Canada
– -$353K -3,000 Closed
TA
2941
Thor Advisors
New York
– -$344K -2,920 Closed
DLHL
2942
Donald L. Hagan LLC
Florida
– -$334K -2,788 Closed
WFPG
2943
Waller Financial Planning Group
Ohio
– -$344K -2,722 Closed
KIM
2944
Karpus Investment Management
New York
– -$275K -2,336 Closed
SRCM
2945
Swift Run Capital Management
Virginia
– -$272K -2,315 Closed
CIC
2946
Cutler Investment Counsel
Oregon
– -$269K -2,284 Closed
CC
2947
Caxton Corporation
New Jersey
– -$218K -1,853 Closed
KAH
2948
Kathryn A. Hall
– -$209K -1,779 Closed
QCIG
2949
Quad-Cities Investment Group
Iowa
– -$118K -1,000 Closed
AM
2950
Atwater Malick
Pennsylvania
– -$74K -631 Closed
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