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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2776
Wilkins Investment Counsel
Massachusetts
$797K +$22.5K +150 +3%
DWM
2777
Dechtman Wealth Management
Colorado
$796K +$5.25K +35 +0.6%
HWMG
2778
Hurlow Wealth Management Group
Indiana
$794K -$63.7K -425 -7%
FA
2779
Fiducient Advisors
Illinois
$794K +$820K +5,473 New
CWA
2780
Clearview Wealth Advisors
Oregon
$791K -$31.6K -211 -4%
CCB
2781
Cutter & Co Brokerage
Missouri
$791K +$288K +1,919 +54%
RPGK
2782
Retirement Planning Group (Kansas)
Kansas
$791K +$17.5K +117 +2%
AGC
2783
Aspen Grove Capital
Colorado
$791K -$1.13M -7,566 -58%
HFM
2784
Harvest Fund Management
China
$790K +$384K +2,559 +89%
SFP
2785
Sandbox Financial Partners
Maryland
$789K -$23.1K -154 -3%
ACM
2786
Arcataur Capital Management
Wisconsin
$788K -$750 -5 -0.1%
CSI
2787
Cross Staff Investments
New York
$788K -$66.3K -442 -8%
CA
2788
Cambridge Advisors
Nebraska
$788K – – –
BWA
2789
Burt Wealth Advisors
Maryland
$787K – – –
SVCP
2790
Silicon Valley Capital Partners
California
$784K +$1.95K +13 +0.2%
GDP
2791
Great Diamond Partners
Maine
$782K +$70.3K +469 +10%
LJHT
2792
Laurie J. Hall Trustee
$779K -$63.7K -425 -7%
UWPG
2793
Ullmann Wealth Partners Group
Florida
$778K +$103K +688 +15%
RGC
2794
Roberts, Glore & Co
Illinois
$777K -$33K -220 -4%
PCIG
2795
Partners Capital Investment Group
Massachusetts
$776K +$247K +1,645 +44%
IHL
2796
Investment House LLC
California
$776K – – –
EHAM
2797
Eagle Harbor Asset Management
Washington
$776K +$49.3K +329 +7%
CF
2798
Copperwynd Financial
Arizona
$764K -$21.3K -142 -3%
CAM
2799
Cidel Asset Management
Ontario, Canada
$760K -$12K -80 -2%
LI
2800
LVZ Inc
Michigan
$758K +$4.5K +30 +0.6%
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112
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