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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3676
Capital Counsel
New York
– -$364K -2,714 Closed
WAG
3677
Windsor Advisory Group
Ohio
– -$362K -2,702 Closed
ICM
3678
Intrepid Capital Management
Florida
– -$349K -2,603 Closed
HWP
3679
Heritage Wealth Partners
Ohio
– -$335K -2,480 Closed
CF
3680
Clarity Financial
Texas
– -$332K -2,474 Closed
NAG
3681
Northstar Advisory Group
New Jersey
– -$331K -2,472 Closed
EW
3682
Enzi Wealth
Texas
– -$336K -2,427 Closed
FA
3683
Fiducient Advisors
Illinois
– -$310K -2,310 Closed
CA
3684
Claris Advisors
Missouri
– -$302K -2,254 Closed
CWMGP
3685
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$295K -2,198 Closed
RWA
3686
Redmont Wealth Advisors
Illinois
– -$291K -2,169 Closed
CI
3687
Carroll Investors
South Carolina
– -$288K -2,158 Closed
RW
3688
RVW Wealth
California
– -$288K -2,145 Closed
CWM
3689
CCG Wealth Management
California
– -$279K -2,083 Closed
HI
3690
Harper Investing
California
– -$279K -2,082 Closed
FF
3691
Fluent Financial
Texas
– -$278K -2,076 Closed
BZWA
3692
Blue Zone Wealth Advisors
California
– -$266K -1,981 Closed
WCP
3693
Wick Capital Partners
Pennsylvania
– -$261K -1,950 Closed
HWA
3694
Hilltop Wealth Advisors
North Carolina
– -$260K -1,936 Closed
AFWM
3695
AMJ Financial Wealth Management
Virginia
– -$253K -1,887 Closed
HPWA
3696
Hall Private Wealth Advisors
North Carolina
– -$243K -1,813 Closed
AA
3697
AJ Advisors
Tennessee
– -$238K -1,776 Closed
E
3698
Ergoteles
New York
– -$235K -1,752 Closed
MPW
3699
MGO Private Wealth
California
– -$227K -1,694 Closed
DBRC
3700
D.B. Root & Company
Pennsylvania
– -$227K -1,691 Closed
146 147
148
149 150