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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
5201
Patton Fund Management
Texas
– -$277K -941 Closed
LOAMU
5202
Lombard Odier Asset Management (USA)
New York
– -$271K -922 Closed
MAA
5203
Mraz Amerine & Associates
California
– -$268K -912 Closed
CAAM
5204
Cornerstone Advisors Asset Management
Pennsylvania
– -$248K -842 Closed
NCG
5205
Newport Capital Group
New Jersey
– -$247K -838 Closed
IC
5206
Iconiq Capital
California
– -$229K -778 Closed
PFM
5207
Peak Financial Management
Massachusetts
– -$229K -778 Closed
TWP
5208
TFO Wealth Partners
Ohio
– -$229K -778 Closed
II
5209
Impact Investors
California
– -$226K -767 Closed
GWM
5210
Grand Wealth Management
Michigan
– -$219K -746 Closed
ECAM
5211
East Coast Asset Management
Massachusetts
– -$217K -739 Closed
TCM
5212
Teza Capital Management
Illinois
– -$213K -725 Closed
DTL
5213
Dynamic Technology Lab
Singapore
– -$213K -724 Closed
PFA
5214
Pinnacle Family Advisors
Missouri
– -$206K -702 Closed
AWM
5215
AAF Wealth Management
Massachusetts
– -$204K -693 Closed
BI
5216
Breachway Investments
Rhode Island
– -$202K -683 Closed
HCP
5217
Hamilton Capital Partners
Georgia
– -$200K -680 Closed
PCM
5218
Passive Capital Management
Maryland
– -$200K -680 Closed
IUHSA
5219
Itau Unibanco Holding S.A.
Brazil
– -$142K -484 Closed
CW
5220
Curio Wealth
Maryland
– -$141K -480 Closed
EA
5221
Evergreen Advisors
Tennessee
– -$129K -439 Closed
PL
5222
Protective Life
Alabama
– -$123K -418 Closed
MWA
5223
Merkkuri Wealth Advisors
New York
– -$91.1K -310 Closed
BC
5224
Bayforest Capital
United Kingdom
– -$85.6K -291 Closed
TWM
5225
TopTier Wealth Management
Wisconsin
– -$72.7K -247 Closed
206 207 208
209
210