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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4726
Morningstar Investment Management
Illinois
– -$684K -2,852 Closed
MECA
4727
Miller Equity Capital Advisors
Texas
– -$642K -2,677 Closed
BAS
4728
Breakthru Advisory Services
Wisconsin
– -$610K -2,545 Closed
AIS
4729
Accredited Investor Services
Minnesota
– -$605K -2,522 Closed
SSG
4730
Summit Securities Group
New York
– -$599K -2,500 Closed
UH
4731
Unigestion Holding
Switzerland
– -$599K -2,500 Closed
FWM
4732
FFT Wealth Management
Pennsylvania
– -$562K -2,343 Closed
SIA
4733
Sovereign Investment Advisors
Arizona
– -$558K -2,328 Closed
ONGA
4734
O'Neil Global Advisors
California
– -$531K -2,216 Closed
NSLI
4735
Nan Shan Life Insurance
Taiwan
– -$491K -2,048 Closed
HIGP
4736
Hill Investment Group Partners
Missouri
– -$488K -2,036 Closed
JSA
4737
Jacobson & Schmitt Advisors
Wisconsin
– -$483K -2,015 Closed
XPN
4738
XY Planning Network
Montana
– -$469K -1,958 Closed
PC
4739
Permit Capital
Pennsylvania
– -$469K -1,955 Closed
CW
4740
Cook Wealth
North Carolina
– -$503K -1,893 Closed
CM
4741
Crestline Management
Texas
– -$431K -1,800 Closed
T
4742
TOBAM
France
– -$415K -1,732 Closed
LI
4743
LifeWealth Investments
Florida
– -$413K -1,722 Closed
RW
4744
Rockport Wealth
Ohio
– -$379K -1,639 Closed
SWM
4745
Stark Wealth Management
Pennsylvania
– -$372K -1,550 Closed
RHAM
4746
Round Hill Asset Management
California
– -$366K -1,527 Closed
WWP
4747
Waypoint Wealth Partners
California
– -$350K -1,461 Closed
FCM
4748
Fieldview Capital Management
Michigan
– -$349K -1,456 Closed
DB
4749
Dravo Bay
Delaware
– -$341K -1,422 Closed
WS
4750
Wela Strategies
Georgia
– -$679K -1,398 Closed
188 189
190
191 192