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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
2901
Lumature Wealth Partners
Georgia
$530K -$36.7K -290 -7%
HWM
2902
Hassell Wealth Management
Louisiana
$530K +$477K +3,764 New
KWM
2903
Kaydan Wealth Management
Michigan
$529K +$3.67K +29 +0.7%
CWM
2904
Centric Wealth Management
Illinois
$528K -$179K -1,413 -26%
LL
2905
LWMG LLC
Minnesota
$528K +$499K +3,937 New
FCT
2906
First Community Trust
Iowa
$528K +$10.8K +85 +2%
KWS
2907
Keystone Wealth Services
California
$528K -$108K -856 -18%
AAG
2908
Armstrong Advisory Group
Massachusetts
$527K +$498K +3,933 New
PCMC
2909
Paragon Capital Management (Colorado)
Colorado
$526K +$634 +5 +0.1%
MF
2910
Meridian Financial
Massachusetts
$526K +$2.15K +17 +0.4%
CSC
2911
Caldwell Sutter Capital
California
$526K +$497K +3,921 New
MAWA
2912
Moss Adams Wealth Advisors
Washington
$525K +$496K +3,918 New
AOI
2913
Auto-Owners Insurance
Michigan
$525K +$496K +3,915 New
EWA
2914
Evolution Wealth Advisors
Florida
$525K +$46.8K +369 +10%
SAM
2915
S.A. Mason
Michigan
$524K -$9.5K -75 -2%
PCMC
2916
Private Capital Management (Colorado)
Colorado
$523K -$7.6K -60 -2%
PCC
2917
Park Circle Company
Maryland
$523K
NP
2918
Ninepoint Partners
Ontario, Canada
$521K +$492K +3,884 New
SCM
2919
Shapiro Capital Management
Georgia
$520K
GA
2920
Goldstein Advisors
Wisconsin
$519K +$490K +3,871 New
AG
2921
Algert Global
California
$518K +$70.1K +553 +17%
WW
2922
Westshore Wealth
California
$516K +$127 +1 +0%
TF
2923
Trek Financial
Arizona
$516K +$28.4K +224 +6%
GC
2924
Garde Capital
Washington
$515K -$209K -1,646 -30%
VanEck Associates
2925
VanEck Associates
New York
$514K -$187K -1,476 -28%