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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3626
Caerus Investment Advisors
Texas
– -$269K -1,696 Closed
PW
3627
Peninsula Wealth
California
– -$266K -1,682 Closed
HW
3628
Hamilton Wealth
California
– -$266K -1,677 Closed
LIG
3629
Lokken Investment Group
Delaware
– -$262K -1,655 Closed
PTC
3630
Petrus Trust Company
Texas
– -$261K -1,650 Closed
AG
3631
Algert Global
California
– -$260K -1,641 Closed
CP
3632
Camelot Portfolios
Ohio
– -$259K -1,635 Closed
DGI
3633
Disciplined Growth Investors
Minnesota
– -$255K -1,611 Closed
HCM
3634
Horiko Capital Management
New York
– -$253K -1,600 Closed
CWM
3635
Cherrydale Wealth Management
New Jersey
– -$248K -1,563 Closed
CIM
3636
Corbyn Investment Management
Maryland
– -$247K -1,558 Closed
FIM
3637
Fernwood Investment Management
Massachusetts
– -$245K -1,549 Closed
OTPPB
3638
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$241K -1,525 Closed
MAM
3639
Morse Asset Management
Connecticut
– -$237K -1,494 Closed
SCA
3640
Sage Capital Advisors
South Dakota
– -$220K -1,477 Closed
WWG
3641
West Wealth Group
California
– -$233K -1,471 Closed
HP
3642
HT Partners
Connecticut
– -$231K -1,459 Closed
FWM
3643
Fortress Wealth Management
California
– -$227K -1,435 Closed
RWM
3644
Rezny Wealth Management
Florida
– -$225K -1,426 Closed
D
3645
Dentgroup
Louisiana
– -$225K -1,421 Closed
KFP
3646
Keystone Financial Planning
Ohio
– -$224K -1,413 Closed
VBFP
3647
Valtinson Bruner Financial Planning
Minnesota
– -$224K -1,413 Closed
DT
3648
Daniels + Tansey
Delaware
– -$223K -1,409 Closed
SCA
3649
Southern Capital Advisors
Tennessee
– -$223K -1,409 Closed
KCM
3650
Kendall Capital Management
Maryland
– -$223K -1,406 Closed
144 145
146
147 148