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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2976
Dimension Capital Management
Florida
$572K +$51.1K +341 +9%
TSS
2977
Thomas Story & Son
Indiana
$571K +$8.69K +58 +1%
IWA
2978
IVC Wealth Advisors
Pennsylvania
$571K +$750 +5 +0.1%
CTC
2979
Corundum Trust Company
South Dakota
$570K -$1.05K -7 -0.2%
GA
2980
Goldstein Advisors
Wisconsin
$569K -$78.5K -524 -12%
VBWMG
2981
Von Berge Wealth Management Group
California
$568K +$360K +2,400 +158%
AOI
2982
Auto-Owners Insurance
Michigan
$568K – – –
SWP
2983
Semus Wealth Partners
Florida
$566K -$4.5K -30 -0.8%
PCC
2984
Park Circle Company
Maryland
$566K – – –
CAIMH
2985
Central Asset Investments & Management Holdings
Hong Kong
$566K +$585K +3,900 New
IWP
2986
Invenio Wealth Partners
Florida
$564K +$39.3K +262 +7%
CCP
2987
Cassia Capital Partners
North Carolina
$564K +$11.4K +76 +2%
BWM
2988
Baron Wealth Management
Michigan
$561K +$12.9K +86 +2%
HPWM
2989
High Pines Wealth Management
Massachusetts
$559K +$22.5K +150 +4%
CWA
2990
CM Wealth Advisors
Ohio
$559K -$463K -3,086 -45%
SWM
2991
Silverlake Wealth Management
Vermont
$557K +$4.8K +32 +0.8%
PCMC
2992
Paragon Capital Management (Colorado)
Colorado
$555K +$450 +3 +0.1%
WWM
2993
Westwood Wealth Management
California
$553K -$562K -3,750 -50%
LCM
2994
LCM Capital Management
Illinois
$553K +$4.2K +28 +0.7%
CIA
2995
Compass Ion Advisors
Pennsylvania
$552K +$571K +3,807 New
CI
2996
Cavalier Investments
Georgia
$552K +$21K +140 +4%
PGA
2997
Portland Global Advisors
Maine
$551K +$4.05K +27 +0.7%
THL
2998
Tillman Hartley LLC
Colorado
$548K – – –
BA
2999
Bridge Advisory
California
$548K +$55K +367 +11%
SPI
3000
Santori & Peters Inc
Pennsylvania
$547K +$1.65K +11 +0.3%
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120
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