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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
5251
East Coast Asset Management
Massachusetts
– -$217K -739 Closed
TCM
5252
Teza Capital Management
Illinois
– -$213K -725 Closed
DTL
5253
Dynamic Technology Lab
Singapore
– -$213K -724 Closed
PFA
5254
Pinnacle Family Advisors
Missouri
– -$206K -702 Closed
AWM
5255
AAF Wealth Management
Massachusetts
– -$204K -693 Closed
BI
5256
Breachway Investments
Rhode Island
– -$202K -683 Closed
HCP
5257
Hamilton Capital Partners
Georgia
– -$200K -680 Closed
PCM
5258
Passive Capital Management
Maryland
– -$200K -680 Closed
IUHSA
5259
Itau Unibanco Holding S.A.
Brazil
– -$142K -484 Closed
CW
5260
Curio Wealth
Maryland
– -$141K -480 Closed
EA
5261
Evergreen Advisors
Tennessee
– -$129K -439 Closed
PL
5262
Protective Life
Alabama
– -$123K -418 Closed
MWA
5263
Merkkuri Wealth Advisors
New York
– -$91.1K -310 Closed
BC
5264
Bayforest Capital
United Kingdom
– -$85.6K -291 Closed
TWM
5265
TopTier Wealth Management
Wisconsin
– -$72.7K -247 Closed
CAM
5266
Clarity Asset Management
Iowa
– -$64.7K -220 Closed
VA
5267
Valor Advisors
Florida
– -$60.9K -189 Closed
TFG
5268
Team Financial Group
California
– -$43.9K -149 Closed
CIR
5269
Clear Investment Research
Georgia
– -$36.8K -125 Closed
CPL
5270
Capital & Planning LLC
Georgia
– -$29.4K -100 Closed
MWC
5271
MBM Wealth Consultants
Missouri
– -$29.4K -100 Closed
GAG
5272
Goodman Advisory Group
Massachusetts
– -$27.4K -93 Closed
TIAAOA
5273
Teachers Insurance & Annuity Association of America
New York
– -$20.6K -70 Closed
KCM
5274
KM Capital Management
Texas
– -$13.8K -46 Closed
UFF
5275
USA Financial Formulas
Michigan
– -$882 -3 Closed
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