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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FFP
5176
Freedom Financial Partners
Minnesota
-$304K -942 Closed
MSFP
5177
Mark Sheptoff Financial Planning
Connecticut
-$266K -940 Closed
SWM
5178
SpringVest Wealth Management
Texas
-$297K -921 Closed
SIM
5179
Sims Investment Management
Ohio
-$287K -891 Closed
SP
5180
Saranac Partners
-$284K -882 Closed
HAFS
5181
Hapanowicz & Associates Financial Services
Pennsylvania
-$274K -850 Closed
NJBEST
5182
New Jersey Better Educational Savings Trust
New Jersey
-$273K -847 Closed
PA
5183
ProCore Advisors
California
-$271K -841 Closed
BT
5184
Brandywine Trust
Delaware
-$267K -830 Closed
AC
5185
Armistice Capital
New York
-$264K -819 Closed
TC
5186
Town Capital
Maryland
-$260K -808 Closed
PM
5187
Phraction Management
Connecticut
-$259K -804 Closed
OC
5188
Optima Capital
Oregon
-$257K -797 Closed
KPWM
5189
KDK Private Wealth Management
Texas
-$256K -795 Closed
MGWA
5190
Monument Group Wealth Advisors
Massachusetts
-$251K -779 Closed
ACM
5191
Andina Capital Management
Utah
-$248K -770 Closed
VAM
5192
Vienna Asset Management
California
-$246K -763 Closed
OWA
5193
ORBA Wealth Advisors
Illinois
-$244K -758 Closed
AFA
5194
Alpha Financial Advisors
North Carolina
-$244K -757 Closed
DFA
5195
Davies Financial Advisors
California
-$243K -753 Closed
CCMIC
5196
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
-$329K -745 Closed
SWAG
5197
Spectrum Wealth Advisory Group
California
-$234K -726 Closed
SB
5198
Semitam Bonam
New York
-$231K -717 Closed
MFG
5199
Mustico Financial Group
New York
-$234K -712 Closed
IIA
5200
Integrity Investment Advisors
Colorado
-$224K -697 Closed