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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
5226
Treasure Coast Financial Planning
Florida
– -$217K -673 Closed
TR
5227
Tepp RIA
New Jersey
– -$217K -672 Closed
GWMI
5228
Guardian Wealth Management (Illinois)
Illinois
– -$216K -670 Closed
ACA
5229
Aspire Capital Advisors
Washington
– -$215K -668 Closed
CT
5230
ClearAlpha Technologies
Connecticut
– -$215K -668 Closed
PM
5231
Penbrook Management
New York
– -$213K -660 Closed
CPP
5232
Capasso Planning Partners
South Carolina
– -$212K -659 Closed
PF
5233
Penney Financial
Texas
– -$212K -658 Closed
CIM
5234
Corbyn Investment Management
Maryland
– -$211K -655 Closed
SS
5235
Sound Stewardship
Kansas
– -$211K -655 Closed
TCTWM
5236
Three Cord True Wealth Management
Pennsylvania
– -$211K -655 Closed
TWM
5237
Trinity Wealth Management
Pennsylvania
– -$210K -652 Closed
LWM
5238
Lifetime Wealth Management
Texas
– -$208K -647 Closed
FF
5239
Financial Futures
New Jersey
– -$208K -645 Closed
MIAS
5240
Mason Investment Advisory Services
Virginia
– -$208K -645 Closed
CG
5241
Castellan Group
Kentucky
– -$208K -644 Closed
AWMI
5242
Aegis Wealth Management (Iowa)
Iowa
– -$207K -643 Closed
BS
5243
Brighton Securities
New York
– -$207K -643 Closed
WCP
5244
Welch Capital Partners
New York
– -$207K -642 Closed
CCM
5245
Collar Capital Management
Wisconsin
– -$207K -641 Closed
BSCCG
5246
Blue Sky Capital Consultants Group
California
– -$205K -634 Closed
JGUA
5247
John G. Ullman & Associates
New York
– -$204K -633 Closed
MFG
5248
Mendota Financial Group
Wisconsin
– -$203K -631 Closed
GW
5249
Graetz Wealth
Michigan
– -$203K -630 Closed
BIA
5250
Barry Investment Advisors
Massachusetts
– -$203K -629 Closed
208 209
210
211 212