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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2951
Kaydan Wealth Management
Michigan
$583K – – –
SLG
2952
Stanley-Laman Group
Pennsylvania
$582K – – –
HWM
2953
Hassell Wealth Management
Louisiana
$577K – – –
LL
2954
LWMG LLC
Minnesota
$577K +$9.9K +72 +2%
MJRIC
2955
Mogy Joel R Investment Counsel
California
$577K -$24.1K -175 -4%
TC
2956
Trilogy Capital
California
$576K +$101K +735 +25%
SPWG
2957
Sage Private Wealth Group
Illinois
$575K +$275 +2 +0.1%
PCFFS
2958
Pacific Center for Financial Services
California
$574K +$413 +3 +0.1%
CTC
2959
Corundum Trust Company
South Dakota
$573K +$542K +3,940 New
HIG
2960
Heritage Investment Group
Florida
$573K – – –
CWM
2961
Centric Wealth Management
Illinois
$572K -$1.24K -9 -0.2%
SWP
2962
Semus Wealth Partners
Florida
$572K +$12.1K +88 +2%
IWA
2963
IVC Wealth Advisors
Pennsylvania
$571K +$16.6K +121 +3%
AOI
2964
Auto-Owners Insurance
Michigan
$569K – – –
GSIAS
2965
Garden State Investment Advisory Services
New Jersey
$569K +$43K +313 +9%
PCC
2966
Park Circle Company
Maryland
$567K – – –
TSS
2967
Thomas Story & Son
Indiana
$565K -$11.4K -83 -2%
SCM
2968
Shapiro Capital Management
Georgia
$564K – – –
MCM
2969
Monument Capital Management
Virginia
$563K +$257K +1,867 +93%
MM
2970
MQS Management
New York
$559K +$262K +1,905 +98%
DPI
2971
Diversified Portfolios Inc
Michigan
$558K -$8.8K -64 -2%
AFP
2972
Alpha Financial Partners
Kentucky
$557K -$16.5K -120 -3%
SWM
2973
Selective Wealth Management
Virginia
$557K +$527K +3,835 New
PCMC
2974
Paragon Capital Management (Colorado)
Colorado
$556K -$14.4K -105 -3%
WA
2975
Wealthstream Advisors
New York
$555K +$72.6K +528 +16%
117 118
119
120 121