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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3726
Isthmus Partners
Wisconsin
$579K – – –
SAM
3727
Sequent Asset Management
Texas
$579K +$233 +1 +0%
CFS
3728
CGC Financial Services
Oregon
$578K – – –
TI
3729
Truepoint Inc
Ohio
$577K +$22.1K +95 +4%
PCMM
3730
Piedmont Capital Management (Montana)
Montana
$577K – – –
SFG
3731
SNS Financial Group
Minnesota
$577K +$1.86K +8 +0.3%
RWA
3732
Rooted Wealth Advisors
Illinois
$577K +$50.3K +216 +10%
BL
3733
Balentine LLC
Georgia
$577K -$636K -2,729 -53%
FGWP
3734
Founders Grove Wealth Partners
Virginia
$576K +$559K +2,402 New
BA
3735
Brightwater Advisory
Florida
$575K -$17.7K -76 -3%
CNWM
3736
Clay Northam Wealth Management
California
$575K +$32.6K +140 +6%
NWA
3737
Navis Wealth Advisors
New York
$574K -$22.8K -98 -4%
TCOO
3738
Trust Company of Oklahoma
Oklahoma
$573K +$25.2K +108 +5%
WI
3739
Wedgewood Investors
Pennsylvania
$572K -$16.8K -72 -3%
TWM
3740
Triton Wealth Management
Arizona
$571K +$58K +249 +12%
MAP
3741
Moody Aldrich Partners
Massachusetts
$566K -$65.4K -281 -11%
TPWA
3742
Twin Peaks Wealth Advisors
California
$566K +$55K +236 +11%
CP
3743
Capital Planning
Washington
$565K +$64.3K +276 +13%
ITFISA
3744
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$563K -$4.66K -20 -0.8%
PS
3745
Planned Solutions
California
$562K – – –
FWM
3746
FFT Wealth Management
Pennsylvania
$562K -$26.8K -115 -5%
WBCM
3747
Wilson & Boucher Capital Management
California
$561K – – –
FEG
3748
Financial Enhancement Group
Indiana
$561K +$535K +2,297 New
WFC
3749
Western Financial Corp
California
$560K +$81.1K +348 +17%
STB
3750
S&T Bank
Pennsylvania
$560K +$14.2K +61 +3%
148 149
150
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