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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
3376
Schaper Benz & Wise Investment Counsel
Wisconsin
$290K – – –
KC
3377
Knuff & Co
California
$290K – – –
EGWAG
3378
Elwood & Goetz Wealth Advisory Group
Georgia
$289K +$299K +1,996 New
OPPS
3379
Obsidian Personal Planning Solutions
Maryland
$289K – – –
EWA
3380
Encompass Wealth Advisors
Oregon
$288K -$29.4K -196 -9%
EC
3381
EdgeRock Capital
Colorado
$287K +$296K +1,977 New
IDA
3382
Intelligence Driven Advisers
California
$287K -$22.2K -148 -7%
CFGSD
3383
Compass Financial Group (South Dakota)
South Dakota
$286K +$750 +5 +0.3%
PMIA
3384
Patrick Mauro Investment Advisor
Illinois
$285K +$295K +1,968 New
CCP
3385
Clarkston Capital Partners
Michigan
$285K – – –
PAWA
3386
Palo Alto Wealth Advisors
California
$285K – – –
BFWA
3387
Benchmark Financial Wealth Advisors
Florida
$285K +$36.9K +246 +14%
KA
3388
Kearns & Associates
California
$284K – – –
GAM
3389
Garrison Asset Management
Arkansas
$284K – – –
ITFISA
3390
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$284K +$294K +1,958 New
HFW
3391
Horizon Family Wealth
Illinois
$284K +$1.8K +12 +0.6%
BIA
3392
Beacon Investment Advisors
Maryland
$283K +$1.05K +7 +0.4%
MLFP
3393
MPS Loria Financial Planners
Illinois
$283K +$66.1K +441 +29%
CWM
3394
Cherrydale Wealth Management
New Jersey
$283K +$5.7K +38 +2%
WA
3395
WESPAC Advisors
California
$282K – – –
FSCM
3396
Front Street Capital Management
Montana
$281K -$7.5K -50 -3%
LIA
3397
Luken Investment Analytics
Tennessee
$280K -$24.7K -165 -8%
VBFG
3398
Vishria Bird Financial Group
Tennessee
$279K – – –
RBCM
3399
Raub Brock Capital Management
California
$279K – – –
CTFG
3400
Capstone Triton Financial Group
Oklahoma
$279K +$2.7K +18 +0.9%
134 135
136
137 138