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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
4176
LECAP Asset Management
United Kingdom
– -$289K -1,697 Closed
XC
4177
XY Capital
Hong Kong
– -$294K -1,628 Closed
JSA
4178
Jacobson & Schmitt Advisors
Wisconsin
– -$276K -1,624 Closed
PBF
4179
Petix & Botte Financial
California
– -$275K -1,616 Closed
PMIA
4180
Patrick Mauro Investment Advisor
Illinois
– -$272K -1,598 Closed
MFG
4181
Midwest Financial Group
Kansas
– -$267K -1,570 Closed
SFA
4182
Seneca Financial Advisors
New York
– -$260K -1,530 Closed
DSN
4183
D. Scott Neal
Kentucky
– -$231K -1,360 Closed
RWM
4184
Revisor Wealth Management
Ohio
– -$229K -1,348 Closed
HHGA
4185
Halbert Hargrove Global Advisors
California
– -$228K -1,341 Closed
PFM
4186
Peak Financial Management
Massachusetts
– -$228K -1,340 Closed
PA
4187
Planning Alternatives
Michigan
– -$217K -1,276 Closed
BBW
4188
Blue Barn Wealth
Utah
– -$213K -1,254 Closed
FFW
4189
Fusion Family Wealth
New York
– -$213K -1,250 Closed
GCA
4190
Genesee Capital Advisors
New York
– -$211K -1,241 Closed
MSE
4191
MUFG Securities EMEA
United Kingdom
– -$206K -1,210 Closed
AIM
4192
Aigen Investment Management
New York
– -$200K -1,178 Closed
LIWM
4193
Long Island Wealth Management
New York
– -$120K -707 Closed
CW
4194
Cooksen Wealth
Texas
– -$109K -643 Closed
CI
4195
Cordant Inc
Oregon
– -$76.4K -449 Closed
LFA
4196
Livelsberger Financial Advisory
Ohio
– -$73.8K -434 Closed
KI
4197
Kapitalo Investimentos
Brazil
– -$66.5K -391 Closed
MS
4198
Mizuho Securities
Japan
– -$18.7K -110 Closed
TFG
4199
Team Financial Group
California
– -$4.93K -29 Closed
IWA
4200
IBEX Wealth Advisors
New Jersey
– -$450 -3 Closed
164 165 166 167
168