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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2926
One Wealth Advisors
California
– -$273K -1,959 Closed
VBFG
2927
Vishria Bird Financial Group
Tennessee
– -$272K -1,954 Closed
ZF
2928
Zhang Financial
Michigan
– -$270K -1,938 Closed
DWA
2929
Divergent Wealth Advisors
Utah
– -$270K -1,935 Closed
HA
2930
HYA Advisors
Missouri
– -$268K -1,925 Closed
WA
2931
WESPAC Advisors
California
– -$267K -1,917 Closed
LWA
2932
LWS Wealth Advisors
New Jersey
– -$267K -1,916 Closed
RPGK
2933
Retirement Planning Group (Kansas)
Kansas
– -$266K -1,910 Closed
BA
2934
BCM Advisors
Louisiana
– -$266K -1,908 Closed
OWM
2935
Orgel Wealth Management
Wisconsin
– -$266K -1,907 Closed
KCM
2936
Kathmere Capital Management
Pennsylvania
– -$265K -1,904 Closed
SAM
2937
Shikiar Asset Management
New York
– -$265K -1,900 Closed
EL
2938
Envoi LLC
Minnesota
– -$264K -1,893 Closed
CHA
2939
Cooper/Haims Advisors
New York
– -$258K -1,851 Closed
OBWP
2940
O'Brien Wealth Partners
Massachusetts
– -$253K -1,833 Closed
GG
2941
Greenwood Gearhart
Arkansas
– -$255K -1,830 Closed
PFA
2942
Plotkin Financial Advisors
Maryland
– -$254K -1,820 Closed
NA
2943
Nottingham Advisors
New York
– -$253K -1,817 Closed
BWM
2944
BCS Wealth Management
Tennessee
– -$253K -1,814 Closed
ADMI
2945
Albert D. Mason Inc
Massachusetts
– -$253K -1,812 Closed
SWP
2946
Summit Wealth Partners
Florida
– -$253K -1,812 Closed
GAM
2947
Gould Asset Management
California
– -$252K -1,807 Closed
PWS
2948
Private Wealth Strategies
Ohio
– -$252K -1,806 Closed
SICM
2949
Sustainable Insight Capital Management
New York
– -$251K -1,800 Closed
GAM
2950
Garrison Asset Management
Arkansas
– -$250K -1,793 Closed
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