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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
5226
New Century Financial Group
New Jersey
– -$252K -800 Closed
RC
5227
Rahlfs Capital
Texas
– -$233K -738 Closed
AWMNY
5228
Arcadia Wealth Management (New York)
New York
– -$224K -711 Closed
MFS
5229
Miller Financial Services
Michigan
– -$223K -707 Closed
SCA
5230
Stuart Chaussee & Associates
California
– -$222K -704 Closed
FTA
5231
Financial & Tax Architects
Missouri
– -$219K -694 Closed
RW
5232
REDW Wealth
New Mexico
– -$217K -687 Closed
TF
5233
TME Financial
California
– -$216K -684 Closed
BFP
5234
Beacon Financial Planning
Massachusetts
– -$207K -658 Closed
MWP
5235
Meredith Wealth Planning
Illinois
– -$204K -648 Closed
WAOTB
5236
Wealth Advisors of Tampa Bay
Florida
– -$202K -640 Closed
AAG
5237
Accordant Advisory Group
Maryland
– -$158K -500 Closed
PPA
5238
Painted Porch Advisors
California
– -$136K -430 Closed
MSG
5239
Main Street Group
Virginia
– -$135K -429 Closed
CIR
5240
Clear Investment Research
Georgia
– -$38.8K -122 Closed
FLFS
5241
Family Legacy Financial Solutions
North Carolina
– -$32.8K -104 Closed
KHC
5242
Koesten Hirschmann & Crabtree
Kansas
– -$9.72K -31 Closed
BAM
5243
BLKBRD Asset Management
Connecticut
– -$5.68K -18 Closed
SIP
5244
Sellwood Investment Partners
Oregon
– -$4.1K -13 Closed
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