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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
5201
Forefront Wealth Partners
Texas
– -$224K -696 Closed
PWA
5202
Primoris Wealth Advisors
Florida
– -$220K -683 Closed
SWM
5203
SK Wealth Management
Rhode Island
– -$209K -681 Closed
GWM
5204
Greenhouse Wealth Management
Connecticut
– -$217K -675 Closed
TCFP
5205
Treasure Coast Financial Planning
Florida
– -$217K -673 Closed
TR
5206
Tepp RIA
New Jersey
– -$217K -672 Closed
GWMI
5207
Guardian Wealth Management (Illinois)
Illinois
– -$216K -670 Closed
ACA
5208
Aspire Capital Advisors
Washington
– -$215K -668 Closed
CT
5209
ClearAlpha Technologies
Connecticut
– -$215K -668 Closed
PM
5210
Penbrook Management
New York
– -$213K -660 Closed
CPP
5211
Capasso Planning Partners
South Carolina
– -$212K -659 Closed
PF
5212
Penney Financial
Texas
– -$212K -658 Closed
CIM
5213
Corbyn Investment Management
Maryland
– -$211K -655 Closed
SS
5214
Sound Stewardship
Kansas
– -$211K -655 Closed
TCTWM
5215
Three Cord True Wealth Management
Pennsylvania
– -$211K -655 Closed
TWM
5216
Trinity Wealth Management
Pennsylvania
– -$210K -652 Closed
LWM
5217
Lifetime Wealth Management
Texas
– -$208K -647 Closed
FF
5218
Financial Futures
New Jersey
– -$208K -645 Closed
MIAS
5219
Mason Investment Advisory Services
Virginia
– -$208K -645 Closed
CG
5220
Castellan Group
Kentucky
– -$208K -644 Closed
AWMI
5221
Aegis Wealth Management (Iowa)
Iowa
– -$207K -643 Closed
BS
5222
Brighton Securities
New York
– -$207K -643 Closed
WCP
5223
Welch Capital Partners
New York
– -$207K -642 Closed
CCM
5224
Collar Capital Management
Wisconsin
– -$207K -641 Closed
BSCCG
5225
Blue Sky Capital Consultants Group
California
– -$205K -634 Closed
207 208
209
210 211