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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAFA
5176
Garton & Associates Financial Advisors
Kentucky
– -$555K -1,886 Closed
AFO
5177
Allie Family Office
Florida
– -$527K -1,791 Closed
PCMH
5178
Polymer Capital Management (HK)
Hong Kong
– -$488K -1,659 Closed
SSG
5179
Summit Securities Group
New York
– -$463K -1,573 Closed
APW
5180
Axim Planning & Wealth
Ohio
– -$454K -1,544 Closed
AI
5181
AdvisorShares Investments
Maryland
– -$438K -1,490 Closed
SFC
5182
Strategic Financial Concepts
Texas
– -$421K -1,442 Closed
MRI
5183
Mad River Investors
Massachusetts
– -$417K -1,417 Closed
RA
5184
Resolute Advisors
California
– -$416K -1,413 Closed
PCM
5185
Polymer Capital Management
New York
– -$349K -1,187 Closed
CFG
5186
Clayton Financial Group
Missouri
– -$344K -1,170 Closed
TIA
5187
Tandem Investment Advisors
South Carolina
– -$342K -1,164 Closed
BA
5188
Bellwether Advisors
Nebraska
– -$340K -1,155 Closed
MFS
5189
Mirabella Financial Services
United Kingdom
– -$334K -1,137 Closed
RWS
5190
Rochester Wealth Strategies
Michigan
– -$327K -1,112 Closed
NS
5191
Northland Securities
Minnesota
– -$325K -1,104 Closed
CAM
5192
Capital Asset Management
Colorado
– -$320K -1,087 Closed
TFP
5193
TrueWealth Financial Partners
Washington
– -$312K -1,060 Closed
JWM
5194
Jackson Wealth Management
Florida
– -$312K -1,059 Closed
CMF
5195
Counterpoint Mutual Funds
California
– -$299K -1,018 Closed
NHFG
5196
New Harbor Financial Group
Massachusetts
– -$299K -1,017 Closed
MA
5197
McGrath & Associates
North Carolina
– -$293K -996 Closed
MCIA
5198
Mountain Capital Investment Advisors
Colorado
– -$301K -965 Closed
TGY2IT
5199
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$283K -962 Closed
ES
5200
ETF Store
Kansas
– -$280K -951 Closed
206 207
208
209 210