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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3626
Peninsula Wealth
California
– -$266K -1,682 Closed
HW
3627
Hamilton Wealth
California
– -$266K -1,677 Closed
LIG
3628
Lokken Investment Group
Delaware
– -$262K -1,655 Closed
PTC
3629
Petrus Trust Company
Texas
– -$261K -1,650 Closed
AG
3630
Algert Global
California
– -$260K -1,641 Closed
CP
3631
Camelot Portfolios
Ohio
– -$259K -1,635 Closed
DGI
3632
Disciplined Growth Investors
Minnesota
– -$255K -1,611 Closed
HCM
3633
Horiko Capital Management
New York
– -$253K -1,600 Closed
CWM
3634
Cherrydale Wealth Management
New Jersey
– -$248K -1,563 Closed
CIM
3635
Corbyn Investment Management
Maryland
– -$247K -1,558 Closed
FIM
3636
Fernwood Investment Management
Massachusetts
– -$245K -1,549 Closed
OTPPB
3637
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$241K -1,525 Closed
MAM
3638
Morse Asset Management
Connecticut
– -$237K -1,494 Closed
SCA
3639
Sage Capital Advisors
South Dakota
– -$220K -1,477 Closed
WWG
3640
West Wealth Group
California
– -$233K -1,471 Closed
HP
3641
HT Partners
Connecticut
– -$231K -1,459 Closed
FWM
3642
Fortress Wealth Management
California
– -$227K -1,435 Closed
RWM
3643
Rezny Wealth Management
Florida
– -$225K -1,426 Closed
D
3644
Dentgroup
Louisiana
– -$225K -1,421 Closed
KFP
3645
Keystone Financial Planning
Ohio
– -$224K -1,413 Closed
VBFP
3646
Valtinson Bruner Financial Planning
Minnesota
– -$224K -1,413 Closed
DT
3647
Daniels + Tansey
Delaware
– -$223K -1,409 Closed
SCA
3648
Southern Capital Advisors
Tennessee
– -$223K -1,409 Closed
KCM
3649
Kendall Capital Management
Maryland
– -$223K -1,406 Closed
GHA
3650
GW Henssler & Associates
Georgia
– -$221K -1,397 Closed
144 145
146
147 148