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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2951
Sage Private Wealth Group
Illinois
$515K +$43.3K +316 +9%
AFP
2952
Alpha Financial Partners
Kentucky
$515K -$51K -372 -9%
CWM
2953
Centric Wealth Management
Illinois
$515K +$1.37K +10 +0.3%
PCFFS
2954
Pacific Center for Financial Services
California
$514K +$541K +3,946 New
WW
2955
Westshore Wealth
California
$514K +$13.3K +97 +3%
HIG
2956
Heritage Investment Group
Florida
$514K -$43.6K -318 -7%
PCA
2957
Prosperity Capital Advisors
Ohio
$513K +$25.5K +186 +5%
LWP
2958
Lumature Wealth Partners
Georgia
$513K -$2.33K -17 -0.4%
FCT
2959
First Community Trust
Iowa
$513K – – –
PCMC
2960
Paragon Capital Management (Colorado)
Colorado
$512K +$548 +4 +0.1%
TA
2961
Tectonic Advisors
Texas
$512K +$85.9K +627 +19%
AI
2962
Atom Investors
Texas
$512K +$155K +1,134 +41%
AAG
2963
Armstrong Advisory Group
Massachusetts
$511K -$1.23K -9 -0.2%
AOI
2964
Auto-Owners Insurance
Michigan
$510K – – –
DPI
2965
Diversified Portfolios Inc
Michigan
$509K +$535K +3,904 New
PCC
2966
Park Circle Company
Maryland
$508K – – –
OKSA
2967
O'Keefe Stevens Advisory
New York
$508K +$124K +902 +30%
LL
2968
LWMG LLC
Minnesota
$508K -$5.75K -42 -1%
MM
2969
Meridian Management
Arkansas
$507K -$4.11M -29,980 -89%
LGG
2970
Luts & Greenleigh Group
Maryland
$507K +$75.8K +553 +17%
SWM
2971
Silverlake Wealth Management
Vermont
$506K -$24.5K -179 -4%
KL
2972
KilterHowling LLC
Colorado
$506K +$63.4K +463 +14%
SAS
2973
Stelac Advisory Services
New York
$506K +$12.3K +90 +2%
SCM
2974
Shapiro Capital Management
Georgia
$506K – – –
AG
2975
Algert Global
California
$503K – – –
117 118
119
120 121