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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
5226
Tandem Investment Advisors
South Carolina
– -$342K -1,164 Closed
BA
5227
Bellwether Advisors
Nebraska
– -$340K -1,155 Closed
MFS
5228
Mirabella Financial Services
United Kingdom
– -$334K -1,137 Closed
RWS
5229
Rochester Wealth Strategies
Michigan
– -$327K -1,112 Closed
NS
5230
Northland Securities
Minnesota
– -$325K -1,104 Closed
CAM
5231
Capital Asset Management
Colorado
– -$320K -1,087 Closed
TFP
5232
TrueWealth Financial Partners
Washington
– -$312K -1,060 Closed
JWM
5233
Jackson Wealth Management
Florida
– -$312K -1,059 Closed
CMF
5234
Counterpoint Mutual Funds
California
– -$299K -1,018 Closed
NHFG
5235
New Harbor Financial Group
Massachusetts
– -$299K -1,017 Closed
MA
5236
McGrath & Associates
North Carolina
– -$293K -996 Closed
MCIA
5237
Mountain Capital Investment Advisors
Colorado
– -$301K -965 Closed
TGY2IT
5238
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$283K -962 Closed
ES
5239
ETF Store
Kansas
– -$280K -951 Closed
PFM
5240
Patton Fund Management
Texas
– -$277K -941 Closed
LOAMU
5241
Lombard Odier Asset Management (USA)
New York
– -$271K -922 Closed
MAA
5242
Mraz Amerine & Associates
California
– -$268K -912 Closed
PC
5243
Parrish Capital
Georgia
– -$249K -848 Closed
CAAM
5244
Cornerstone Advisors Asset Management
Pennsylvania
– -$248K -842 Closed
NCG
5245
Newport Capital Group
New Jersey
– -$247K -838 Closed
IC
5246
Iconiq Capital
California
– -$229K -778 Closed
PFM
5247
Peak Financial Management
Massachusetts
– -$229K -778 Closed
TWP
5248
TFO Wealth Partners
Ohio
– -$229K -778 Closed
II
5249
Impact Investors
California
– -$226K -767 Closed
GWM
5250
Grand Wealth Management
Michigan
– -$219K -746 Closed
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