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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIC
3501
Long Road Investment Counsel
Michigan
– -$304K -2,232 Closed
MF
3502
Manchester Financial
California
– -$298K -2,185 Closed
FPF
3503
First Pacific Financial
Washington
– -$281K -2,060 Closed
WFA
3504
Wipfli Financial Advisors
Wisconsin
– -$279K -2,050 Closed
KC
3505
Kingfisher Capital
North Carolina
– -$276K -2,023 Closed
PBF
3506
Petix & Botte Financial
California
– -$275K -2,014 Closed
WFC
3507
Western Financial Corp
California
– -$271K -1,991 Closed
FDS
3508
Freedom Day Solutions
Texas
– -$266K -1,952 Closed
TCMP
3509
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$264K -1,935 Closed
ACM
3510
Aubrey Capital Management
United Kingdom
– -$262K -1,865 Closed
SL
3511
Summitry LLC
California
– -$253K -1,854 Closed
ORI
3512
Oak Ridge Investments
Illinois
– -$251K -1,842 Closed
TCOK
3513
Trust Company of Kansas
Kansas
– -$250K -1,832 Closed
PHAM
3514
Palisades Hudson Asset Management
Florida
– -$248K -1,821 Closed
SHWM
3515
Smith & Howard Wealth Management
Georgia
– -$248K -1,818 Closed
RRCM
3516
Rappaport Reiches Capital Management
Illinois
– -$246K -1,791 Closed
EMG
3517
ETF Managers Group
New Jersey
– -$250K -1,781 Closed
OWA
3518
Outlook Wealth Advisors
Texas
– -$242K -1,776 Closed
NRW
3519
Nova R Wealth
Kansas
– -$241K -1,766 Closed
FPOC
3520
Financial Planners of Cleveland
Ohio
– -$240K -1,758 Closed
HSG
3521
Helen Stephens Group
Texas
– -$240K -1,758 Closed
CFAM
3522
Coury Firm Asset Management
Pennsylvania
– -$239K -1,755 Closed
QT
3523
Quantbot Technologies
New York
– -$238K -1,752 Closed
SA
3524
Sicart Associates
New York
– -$239K -1,752 Closed
SFP
3525
Sterling Financial Planning
New Jersey
– -$238K -1,749 Closed
139 140
141
142 143