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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
4276
InceptionR
California
– -$384K -1,898 Closed
OWMIAS
4277
One Wealth Management Investment & Advisory Services
Florida
– -$366K -1,811 Closed
IWP
4278
Innova Wealth Partners
Pennsylvania
– -$356K -1,760 Closed
DI
4279
Disciplined Investments
Oklahoma
– -$343K -1,697 Closed
MAM
4280
MMA Asset Management
Pennsylvania
– -$339K -1,675 Closed
WGCA
4281
Wolf Group Capital Advisors
Virginia
– -$337K -1,664 Closed
AFG
4282
AFS Financial Group
Maryland
– -$273K -1,349 Closed
A
4283
AJOVista
Massachusetts
– -$261K -1,291 Closed
BIM
4284
Bullseye Investment Management
Ohio
– -$255K -1,228 Closed
CBFP
4285
Cedar Brook Financial Partners
Ohio
– -$245K -1,213 Closed
PHM
4286
Prospect Hill Management
New Jersey
– -$233K -1,150 Closed
SPA
4287
Sentinel Pension Advisors
Massachusetts
– -$231K -1,140 Closed
TH
4288
Team Hewins
California
– -$223K -1,103 Closed
PCMH
4289
Polymer Capital Management (HK)
Hong Kong
– -$222K -1,100 Closed
CPP
4290
Capasso Planning Partners
South Carolina
– -$222K -1,099 Closed
CWA
4291
Capital Wealth Alliance
Arizona
– -$217K -1,074 Closed
CIM
4292
Confluence Investment Management
Missouri
– -$210K -1,041 Closed
LFP
4293
Leeward Financial Partners
Washington
– -$210K -1,037 Closed
BBW
4294
Blue Barn Wealth
Utah
– -$210K -1,036 Closed
CC
4295
Cadinha & Co
Hawaii
– -$205K -1,015 Closed
LW
4296
Libra Wealth
California
– -$205K -1,012 Closed
FIM
4297
Fernwood Investment Management
Massachusetts
– -$204K -1,007 Closed
GAM
4298
GEM Asset Management
Michigan
– -$203K -1,006 Closed
GBA
4299
Garrison Bradford & Associates
New York
– -$202K -1,000 Closed
SC
4300
Shay Capital
New York
– -$202K -1,000 Closed
169 170 171
172
173