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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
4251
SYSTM Wealth Solutions
Illinois
– -$1.39M -6,888 Closed
DPIM
4252
Duff & Phelps Investment Management
Illinois
– -$1.34M -6,635 Closed
BCM
4253
Barden Capital Management
Texas
– -$1.22M -6,015 Closed
VI
4254
Versor Investments
New York
– -$1.15M -5,700 Closed
TWP
4255
Triad Wealth Partners
Kansas
– -$1.12M -5,536 Closed
EFP
4256
Elser Financial Planning
Indiana
– -$1.09M -5,374 Closed
SM
4257
Sciencast Management
New Jersey
– -$1.03M -5,107 Closed
WF
4258
Wayfinding Financial
Washington
– -$995K -4,922 Closed
SRSA
4259
S.R. Schill & Associates
Washington
– -$850K -4,204 Closed
TC
4260
TradeLink Capital
Illinois
– -$748K -3,700 Closed
IWA
4261
IBEX Wealth Advisors
New Jersey
– -$724K -3,582 Closed
NRD
4262
Nebula Research & Development
New York
– -$703K -3,475 Closed
KA
4263
Keene & Associates
Texas
– -$615K -3,041 Closed
AC
4264
Avenir Corporation
Virginia
– -$591K -2,924 Closed
AAM
4265
Ameraudi Asset Management
New York
– -$552K -2,728 Closed
T
4266
TCWP
Ohio
– -$543K -2,686 Closed
BC
4267
Bridgefront Capital
Texas
– -$536K -2,650 Closed
VAM
4268
Vienna Asset Management
California
– -$528K -2,611 Closed
USGIU
4269
U.S. Global Investors (USGI)
Texas
– -$526K -2,600 Closed
PP
4270
PDT Partners
New York
– -$497K -2,457 Closed
MWM
4271
Maripau Wealth Management
Indiana
– -$492K -2,431 Closed
FEG
4272
Financial Enhancement Group
Indiana
– -$496K -2,387 Closed
WFO
4273
Wealthgate Family Office
Colorado
– -$477K -2,360 Closed
HT
4274
Headlands Technologies
Illinois
– -$477K -2,357 Closed
JFG
4275
JMG Financial Group
Illinois
– -$408K -2,015 Closed
169 170
171
172 173