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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
3476
Jackson Thornton Wealth Management
Alabama
– -$226K -2,005 Closed
MLFP
3477
MPS Loria Financial Planners
Illinois
– -$223K -1,982 Closed
WFA
3478
Wellspring Financial Advisors
Ohio
– -$221K -1,966 Closed
BA
3479
Bluesphere Advisors
Pennsylvania
– -$220K -1,950 Closed
ECAM
3480
East Coast Asset Management
Massachusetts
– -$215K -1,911 Closed
SWP
3481
ShoreHaven Wealth Partners
New Jersey
– -$215K -1,911 Closed
SIM
3482
Sterling Investment Management
Arizona
– -$215K -1,906 Closed
SSCA
3483
South Shore Capital Advisors
Massachusetts
– -$214K -1,904 Closed
CWM
3484
CCG Wealth Management
California
– -$214K -1,898 Closed
DFA
3485
DHJJ Financial Advisors
Illinois
– -$214K -1,898 Closed
JSA
3486
Jacobson & Schmitt Advisors
Wisconsin
– -$213K -1,889 Closed
NWA
3487
New World Advisors
Massachusetts
– -$211K -1,889 Closed
RWMH
3488
Riverpoint Wealth Management Holdings
Illinois
– -$211K -1,876 Closed
DC
3489
Defender Capital
North Carolina
– -$208K -1,849 Closed
LFP
3490
Leeward Financial Partners
Washington
– -$208K -1,847 Closed
HWM
3491
HFR Wealth Management
New York
– -$208K -1,845 Closed
CIM
3492
Confluence Investment Management
Missouri
– -$206K -1,833 Closed
PW
3493
Peninsula Wealth
California
– -$206K -1,827 Closed
SAM
3494
Shikiar Asset Management
New York
– -$205K -1,820 Closed
AAM
3495
Ameraudi Asset Management
New York
– -$204K -1,816 Closed
HCM
3496
Howard Capital Management
Georgia
– -$204K -1,809 Closed
FZCM
3497
Flynn Zito Capital Management
New York
– -$203K -1,803 Closed
KPWG
3498
KFA Private Wealth Group
Virginia
– -$203K -1,803 Closed
PSC
3499
Prentiss Smith & Co
Vermont
– -$202K -1,798 Closed
AL
3500
ADE LLC
Maryland
– -$201K -1,781 Closed
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140
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