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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
3526
Ontario Teachers' Pension Plan Board
Ontario, Canada
$488K – – –
TI
3527
Truepoint Inc
Ohio
$488K +$276K +1,310 +130%
KC
3528
Kinloch Capital
Virginia
$485K +$7.16K +34 +1%
SSG
3529
Summit Securities Group
New York
$485K +$232K +1,100 +92%
PGWM
3530
Pitti Group Wealth Management
New York
$483K – – –
C1AG
3531
Client 1st Advisory Group
Florida
$481K +$133K +632 +38%
TCOO
3532
Trust Company of Oklahoma
Oklahoma
$481K -$7.79K -37 -2%
VPP
3533
Vertex Planning Partners
Illinois
$481K +$211 +1 +0%
TAM
3534
TCP Asset Management
Ohio
$481K +$33.9K +161 +8%
BBP
3535
Banco BTG Pactual
Brazil
$480K -$3.03M -14,369 -86%
STB
3536
S&T Bank
Pennsylvania
$480K -$9.48K -45 -2%
GSCM
3537
Greenfield Seitz Capital Management
Texas
$477K – – –
CNWM
3538
Clay Northam Wealth Management
California
$476K – – –
WA
3539
Waterford Advisors
New York
$476K – – –
KDA
3540
Kraft Davis & Associates
Missouri
$475K -$2.32K -11 -0.5%
CAM
3541
Clark Asset Management
New Hampshire
$475K +$131K +621 +38%
CMBA
3542
C.M. Bidwell & Associates
Hawaii
$474K -$4.84K -23 -1%
PSA
3543
Plum Street Advisors
Louisiana
$474K +$473K +2,247 New
GFL
3544
Granite FO LLC
New Hampshire
$472K – – –
WCM
3545
Wallace Capital Management
Texas
$471K +$21.5K +102 +5%
MFS
3546
McNamara Financial Services
Massachusetts
$471K +$470K +2,232 New
FWM
3547
FSA Wealth Management
Massachusetts
$468K +$468K +2,221 New
RAS
3548
RPS Advisory Solutions
Kentucky
$468K -$9.69K -46 -2%
SM
3549
Sensible Money
Arizona
$468K +$2.11K +10 +0.5%
SWG
3550
Summit Wealth Group
Vermont
$467K – – –
140 141
142
143 144