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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
4151
Argonautica Private Wealth Management
Massachusetts
$453K – – –
RWM
4152
RMG Wealth Management
Wisconsin
$453K – – –
OA
4153
Oxbow Advisors
Texas
$451K -$75.5K -254 -15%
NEPPG
4154
New England Professional Planning Group
Rhode Island
$450K – – –
PPH
4155
Pure Portfolios Holdings
Oregon
$450K -$12.8K -43 -3%
VPF
4156
Vantage Point Financial
Illinois
$450K -$297 -1 -0.1%
SC
4157
Schubert & Co
Texas
$449K -$30.3K -102 -7%
LOIP
4158
Live Oak Investment Partners
Texas
$449K -$2.97K -10 -0.7%
AWMG
4159
ADG Wealth Management Group
Louisiana
$449K +$16.4K +55 +4%
AL
4160
ADE LLC
Maryland
$446K – – –
TCM
4161
Traub Capital Management
Massachusetts
$444K +$210K +705 +100%
NCMW
4162
Northern Capital Management (Washington)
Washington
$444K +$4.76K +16 +1%
LC
4163
Lavaca Capital
Texas
$444K – – –
SCM
4164
Saxony Capital Management
Missouri
$442K +$44.6K +150 +12%
WCM
4165
Warburton Capital Management
Oklahoma
$442K +$16.4K +55 +4%
MRI
4166
Mad River Investors
Massachusetts
$442K +$416K +1,400 New
CCM
4167
Chiron Capital Management
Florida
$441K – – –
SIM
4168
Sterling Investment Management
Arizona
$441K – – –
IC
4169
Iconiq Capital
California
$440K -$1.39M -4,667 -77%
CCC
4170
Chelsea Counsel Company
California
$440K +$892 +3 +0.2%
JCM
4171
J2 Capital Management
Michigan
$440K -$6.54K -22 -2%
MPW
4172
MGO Private Wealth
California
$439K – – –
MC
4173
Machina Capital
France
$439K +$414K +1,393 New
GCM
4174
G2 Capital Management
Ohio
$435K +$40.4K +136 +11%
YCG
4175
Yeomans Consulting Group
Georgia
$435K -$7.73K -26 -2%
165 166
167
168 169