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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3526
TMD Wealth Management
Arizona
– -$237K -1,741 Closed
SF
3527
Safeguard Financial
Wisconsin
– -$237K -1,737 Closed
IDA
3528
Intelligence Driven Advisers
California
– -$227K -1,733 Closed
VC
3529
Veery Capital
Delaware
– -$236K -1,730 Closed
RFN
3530
Redwood Financial Network
Ohio
– -$235K -1,727 Closed
SAM
3531
Synergy Asset Management
Washington
– -$235K -1,720 Closed
FWSM
3532
First Wilshire Securities Management
California
– -$234K -1,719 Closed
DPI
3533
Diversified Portfolios Inc
Michigan
– -$233K -1,709 Closed
TFP
3534
Triune Financial Partners
Kansas
– -$232K -1,704 Closed
BEW
3535
Burton Enright Welch
California
– -$232K -1,701 Closed
NA
3536
Navellier & Associates
Nevada
– -$232K -1,700 Closed
LA
3537
Lakeside Advisors
Washington
– -$232K -1,699 Closed
SWM
3538
SFG Wealth Management
Maryland
– -$231K -1,698 Closed
MPW
3539
MA Private Wealth
California
– -$231K -1,694 Closed
RW
3540
RVW Wealth
California
– -$231K -1,694 Closed
WA
3541
WESPAC Advisors
California
– -$230K -1,689 Closed
SA
3542
Shilanski & Associates
Alaska
– -$229K -1,679 Closed
GFP
3543
Guardian Financial Partners
California
– -$212K -1,668 Closed
NEPPG
3544
New England Professional Planning Group
Rhode Island
– -$227K -1,668 Closed
PA
3545
Parkside Advisors
California
– -$227K -1,662 Closed
VW
3546
Vance Wealth
California
– -$226K -1,656 Closed
AF
3547
Apexium Financial
Texas
– -$262K -1,655 Closed
GSC
3548
Ground Swell Capital
South Carolina
– -$225K -1,651 Closed
WFA
3549
WestHill Financial Advisors
California
– -$224K -1,643 Closed
TIAM2
3550
Tru Independence Asset Management 2
Oregon
– -$224K -1,642 Closed
140 141
142
143 144