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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2576
Vision Capital Management
Oregon
$863K – – –
AAP
2577
Arax Advisory Partners
Colorado
$863K +$35.9K +243 +4%
KCM
2578
KLK Capital Management
California
$861K +$932K +6,315 New
CCM
2579
Crew Capital Management
Ohio
$859K +$11.8K +80 +1%
WDG
2580
Wealth Dimensions Group
Ohio
$858K -$38.1K -258 -4%
SC
2581
Stephens Consulting
Michigan
$858K +$7.82K +53 +0.8%
MHWM
2582
Montz Harcus Wealth Management
Louisiana
$856K +$6.05K +41 +0.7%
EBA
2583
Eagle Bay Advisors
New York
$854K +$233K +1,581 +34%
WMC
2584
Westwood Management Corporation
Illinois
$853K – – –
SFS
2585
Security Financial Services
Indiana
$851K -$52.7K -357 -5%
SC
2586
Solstein Capital
California
$849K -$49K -332 -5%
BCM
2587
Brown Capital Management
Maryland
$849K +$11.1K +75 +1%
OIS
2588
Okabena Investment Services
Minnesota
$848K – – –
SPP
2589
Single Point Partners
Massachusetts
$848K +$114K +773 +14%
AWA
2590
Amplius Wealth Advisors
Pennsylvania
$847K -$81.2K -550 -8%
BWM
2591
BNC Wealth Management
Oregon
$847K -$80.7K -547 -8%
RP
2592
Riverbridge Partners
Minnesota
$846K – – –
KIC
2593
Keating Investment Counselors
Florida
$845K – – –
AWG
2594
Altus Wealth Group
Colorado
$844K -$20.2K -137 -2%
WH
2595
Whitcomb & Hess
Ohio
$844K – – –
AFG
2596
Allegheny Financial Group
Pennsylvania
$840K +$7.38K +50 +0.8%
WIC
2597
Wilkins Investment Counsel
Massachusetts
$839K -$29.5K -200 -3%
ASBI
2598
American State Bank (Iowa)
Iowa
$838K – – –
PPWM
2599
Paragon Private Wealth Management
Kentucky
$837K +$215K +1,459 +29%
LWIC
2600
Leith Wheeler Investment Counsel
British Columbia, Canada
$836K +$905K +6,129 New
102 103
104
105 106