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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
2576
State of Wyoming
Wyoming
$864K -$202K -1,366 -18%
VCM
2577
Vision Capital Management
Oregon
$863K – – –
AAP
2578
Arax Advisory Partners
Colorado
$863K +$35.9K +243 +4%
KCM
2579
KLK Capital Management
California
$861K +$932K +6,315 New
CCM
2580
Crew Capital Management
Ohio
$859K +$11.8K +80 +1%
WDG
2581
Wealth Dimensions Group
Ohio
$858K -$38.1K -258 -4%
SC
2582
Stephens Consulting
Michigan
$858K +$7.82K +53 +0.8%
MHWM
2583
Montz Harcus Wealth Management
Louisiana
$856K +$6.05K +41 +0.7%
EBA
2584
Eagle Bay Advisors
New York
$854K +$233K +1,581 +34%
WMC
2585
Westwood Management Corporation
Illinois
$853K – – –
SFS
2586
Security Financial Services
Indiana
$851K -$52.7K -357 -5%
SC
2587
Solstein Capital
California
$849K -$49K -332 -5%
BCM
2588
Brown Capital Management
Maryland
$849K +$11.1K +75 +1%
OIS
2589
Okabena Investment Services
Minnesota
$848K – – –
SPP
2590
Single Point Partners
Massachusetts
$848K +$114K +773 +14%
AWA
2591
Amplius Wealth Advisors
Pennsylvania
$847K -$81.2K -550 -8%
BWM
2592
BNC Wealth Management
Oregon
$847K -$80.7K -547 -8%
RP
2593
Riverbridge Partners
Minnesota
$846K – – –
KIC
2594
Keating Investment Counselors
Florida
$845K – – –
AWG
2595
Altus Wealth Group
Colorado
$844K -$20.2K -137 -2%
WH
2596
Whitcomb & Hess
Ohio
$844K – – –
AFG
2597
Allegheny Financial Group
Pennsylvania
$840K +$7.38K +50 +0.8%
WIC
2598
Wilkins Investment Counsel
Massachusetts
$839K -$29.5K -200 -3%
ASBI
2599
American State Bank (Iowa)
Iowa
$838K – – –
PPWM
2600
Paragon Private Wealth Management
Kentucky
$837K +$215K +1,459 +29%
102 103
104
105 106