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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
2076
M. Kraus & Co
Vermont
$515K +$56.8K +500 +12%
SNBOSD
2077
Security National Bank of So Dak
Iowa
$514K +$39.6K +349 +8%
OLA
2078
Oliver Luxxe Assets
New Jersey
$512K -$95.5K -841 -16%
APSI
2079
Asset Planning Services Inc
Louisiana
$511K – – –
SIM
2080
Sterling Investment Management
Arizona
$509K – – –
RIS
2081
Retirement Income Solutions
Michigan
$508K -$16.7K -147 -3%
EA
2082
Elm Advisors
California
$504K +$85.1K +750 +20%
UC
2083
Unio Capital
New Jersey
$502K -$39.7K -350 -7%
NIM
2084
NuWave Investment Management
New Jersey
$498K -$354K -3,115 -41%
CYG
2085
Clean Yield Group
Vermont
$498K -$114K -1,000 -18%
SICM
2086
Sustainable Insight Capital Management
New York
$496K -$1.58M -13,900 -76%
SIM
2087
Sonora Investment Management
Arizona
$490K -$2.95K -26 -0.6%
SPI
2088
Santori & Peters Inc
Pennsylvania
$490K +$32.9K +290 +7%
PCP
2089
Proficio Capital Partners
Massachusetts
$487K -$1.7K -15 -0.3%
AIS
2090
American Investment Services
Massachusetts
$487K – – –
PIC
2091
Portland Investment Counsel
Ontario, Canada
$485K -$397K -3,500 -45%
RSVP
2092
Ramsay Stattman Vela & Price
Colorado
$484K – – –
BRA
2093
Bender Robert & Associates
California
$482K -$34.6K -305 -7%
AGA
2094
Accuvest Global Advisors
Utah
$482K +$485K +4,274 New
HPIA
2095
Hamilton Point Investment Advisors
North Carolina
$479K – – –
LI
2096
LVZ Inc
Michigan
$479K – – –
TPW
2097
Tiller Private Wealth
Pennsylvania
$479K +$52.2K +460 +12%
CA
2098
Continuum Advisory
Idaho
$476K +$240K +2,111 +101%
PFA
2099
Pathway Financial Advisors
Vermont
$474K – – –
MWM
2100
Modera Wealth Management
New Jersey
$472K +$40.2K +354 +9%
82 83
84
85 86