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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3526
Sterling Financial Planning
New Jersey
– -$238K -1,749 Closed
TWM
3527
TMD Wealth Management
Arizona
– -$237K -1,741 Closed
SF
3528
Safeguard Financial
Wisconsin
– -$237K -1,737 Closed
IDA
3529
Intelligence Driven Advisers
California
– -$227K -1,733 Closed
VC
3530
Veery Capital
Delaware
– -$236K -1,730 Closed
RFN
3531
Redwood Financial Network
Ohio
– -$235K -1,727 Closed
SAM
3532
Synergy Asset Management
Washington
– -$235K -1,720 Closed
FWSM
3533
First Wilshire Securities Management
California
– -$234K -1,719 Closed
DPI
3534
Diversified Portfolios Inc
Michigan
– -$233K -1,709 Closed
TFP
3535
Triune Financial Partners
Kansas
– -$232K -1,704 Closed
BEW
3536
Burton Enright Welch
California
– -$232K -1,701 Closed
NA
3537
Navellier & Associates
Nevada
– -$232K -1,700 Closed
LA
3538
Lakeside Advisors
Washington
– -$232K -1,699 Closed
SWM
3539
SFG Wealth Management
Maryland
– -$231K -1,698 Closed
MPW
3540
MA Private Wealth
California
– -$231K -1,694 Closed
RW
3541
RVW Wealth
California
– -$231K -1,694 Closed
WA
3542
WESPAC Advisors
California
– -$230K -1,689 Closed
SA
3543
Shilanski & Associates
Alaska
– -$229K -1,679 Closed
GFP
3544
Guardian Financial Partners
California
– -$212K -1,668 Closed
NEPPG
3545
New England Professional Planning Group
Rhode Island
– -$227K -1,668 Closed
PA
3546
Parkside Advisors
California
– -$227K -1,662 Closed
VW
3547
Vance Wealth
California
– -$226K -1,656 Closed
AF
3548
Apexium Financial
Texas
– -$262K -1,655 Closed
GSC
3549
Ground Swell Capital
South Carolina
– -$225K -1,651 Closed
WFA
3550
WestHill Financial Advisors
California
– -$224K -1,643 Closed
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142
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