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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
3351
Strategic Financial Concepts
Texas
$292K +$25.6K +186 +10%
SBWIC
3352
Schaper Benz & Wise Investment Counsel
Wisconsin
$291K – – –
KC
3353
Knuff & Co
California
$291K – – –
VPP
3354
Vertex Planning Partners
Illinois
$291K +$275K +2,000 New
OPPS
3355
Obsidian Personal Planning Solutions
Maryland
$290K -$8.25K -60 -3%
SC
3356
Sepio Capital
Utah
$290K +$22.6K +164 +9%
T
3357
TNF
Montana
$289K – – –
FSCM
3358
Front Street Capital Management
Montana
$289K -$56.9K -414 -17%
NWA
3359
New World Advisors
Massachusetts
$287K -$3.16K -23 -1%
LA
3360
Lifeworks Advisors
Michigan
$286K -$138 -1 -0.1%
CCP
3361
Clarkston Capital Partners
Michigan
$286K – – –
CFGSD
3362
Compass Financial Group (South Dakota)
South Dakota
$286K +$1.79K +13 +0.7%
PAWA
3363
Palo Alto Wealth Advisors
California
$286K -$14K -102 -5%
KA
3364
Kearns & Associates
California
$285K – – –
GAM
3365
Garrison Asset Management
Arkansas
$285K -$7.57K -55 -3%
PSC
3366
Prentiss Smith & Co
Vermont
$284K +$21.7K +158 +9%
WA
3367
WESPAC Advisors
California
$283K -$39.9K -290 -13%
BIA
3368
Beacon Investment Advisors
Maryland
$283K -$13.9K -101 -5%
HFW
3369
Horizon Family Wealth
Illinois
$283K -$17.3K -126 -6%
RJTCONH
3370
Raymond James Trust Company of New Hampshire
New Hampshire
$282K -$22.6K -164 -8%
NRW
3371
Nova R Wealth
Kansas
$282K -$9.08K -66 -3%
AWM
3372
Adams Wealth Management
Utah
$280K – – –
VBFG
3373
Vishria Bird Financial Group
Tennessee
$280K – – –
RBCM
3374
Raub Brock Capital Management
California
$280K -$200K -1,453 -43%
TAM
3375
TCP Asset Management
Ohio
$280K -$7.98K -58 -3%
133 134
135
136 137