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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3551
Clearwater Capital Advisors
Illinois
– -$223K -1,635 Closed
PC
3552
Prairiewood Capital
North Dakota
– -$223K -1,633 Closed
SC
3553
Schoolcraft Capital
Colorado
– -$222K -1,630 Closed
AFS
3554
AFG Fiduciary Services
Massachusetts
– -$222K -1,627 Closed
JRFS
3555
James Reed Financial Services
Ohio
– -$221K -1,625 Closed
MCM
3556
McDonough Capital Management
Florida
– -$222K -1,623 Closed
IPW
3557
IronBridge Private Wealth
Texas
– -$221K -1,621 Closed
HLOC
3558
H.L. Ormond & Company
North Carolina
– -$221K -1,618 Closed
BWA
3559
BlueSky Wealth Advisors
North Carolina
– -$219K -1,610 Closed
CPA
3560
Capital Performance Advisors
California
– -$216K -1,586 Closed
MGIA
3561
Matthew Goff Investment Advisor
Texas
– -$215K -1,576 Closed
AMG
3562
Asset Management Group
Connecticut
– -$214K -1,568 Closed
QC
3563
QCM Cayman
Texas
– -$213K -1,560 Closed
AIFAIM
3564
American Institute for Advanced Investment Management
Arizona
– -$212K -1,555 Closed
FIM
3565
FWL Investment Management
Texas
– -$211K -1,548 Closed
PFP
3566
Paragon Financial Partners
California
– -$211K -1,547 Closed
CC
3567
Claybrook Capital
Massachusetts
– -$210K -1,543 Closed
DBRC
3568
D.B. Root & Company
Pennsylvania
– -$209K -1,538 Closed
MKA
3569
M. Kulyk & Associates
Georgia
– -$209K -1,534 Closed
BWM
3570
Boyd Wealth Management
California
– -$208K -1,527 Closed
KL
3571
KWMG LLC
Kansas
– -$208K -1,526 Closed
WAOTB
3572
Wealth Advisors of Tampa Bay
Florida
– -$208K -1,522 Closed
QWM
3573
Quaker Wealth Management
New Jersey
– -$206K -1,510 Closed
GAM
3574
Garrison Asset Management
Arkansas
– -$206K -1,509 Closed
CWM
3575
ClientFirst Wealth Management
Arkansas
– -$205K -1,504 Closed
141 142
143
144 145