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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
1276
Mandatum Life Insurance Company
Finland
$4.18M – – –
UFG
1277
United Fire Group
Iowa
$4.18M – – –
MMG
1278
Monetary Management Group
Missouri
$4.18M -$45.9K -400 -1%
SFP
1279
Shepherd Financial Partners
Massachusetts
$4.18M +$94.7K +825 +2%
AG
1280
Ascent Group
Virginia
$4.17M +$195K +1,701 +5%
MHS
1281
M Holdings Securities
Oregon
$4.17M -$29.4K -256 -0.6%
CWM
1282
Chronos Wealth Management
Florida
$4.16M +$9.87K +86 +0.2%
NC
1283
NewSquare Capital
Pennsylvania
$4.15M +$253K +2,205 +6%
CIG
1284
Consolidated Investment Group
Colorado
$4.15M – – –
HI
1285
Harbour Investments
Wisconsin
$4.15M – – –
WPIC
1286
White Pine Investment Company
Michigan
$4.14M -$96.9K -844 -2%
PWS
1287
Peterson Wealth Services
Utah
$4.13M +$395K +3,444 +10%
KA
1288
Kintegral Advisory
New York
$4.12M – – –
TI
1289
tru Independence
Oregon
$4.11M +$217K +1,887 +5%
CL
1290
CSS LLC
Illinois
$4.09M +$591K +5,152 +15%
MBTD
1291
Mechanics Bank - Trust Department
California
$4.08M -$24.3K -212 -0.5%
ADL
1292
Asset Dedication LLC
California
$4.08M -$219K -1,910 -5%
SGI
1293
Summit Global Investments
Utah
$4.07M +$549K +4,787 +14%
OPS
1294
Orion Portfolio Solutions
Nebraska
$4.07M +$1.15M +9,988 +35%
BO
1295
BRR OpCo
Ohio
$4.06M -$64.2K -559 -1%
PA
1296
Procyon Advisors
Connecticut
$4.05M +$180K +1,572 +4%
AWA
1297
Arkadios Wealth Advisors
Georgia
$4.05M +$1.12M +9,732 +33%
CCFP
1298
Charles Carroll Financial Partners
Massachusetts
$4.05M -$218K -1,900 -5%
CT
1299
Colonial Trust
South Carolina
$4.03M +$4.43M +38,586 New
KOCAA
1300
Knights of Columbus Asset Advisors
Connecticut
$4.03M -$1.07M -9,286 -19%
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