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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1776
Relative Value Partners Group
$502K – – –
CIP
1777
Capital Insight Partners
Arizona
$502K +$45.8K +600 +12%
MWP
1778
Moller Wealth Partners
$501K – – –
C
1779
CFO4Life
Texas
$499K +$74.7K +980 +20%
BCM
1780
Brookstone Capital Management
Illinois
$497K +$31.3K +411 +8%
SAM
1781
Sunnymeath Asset Management
New Jersey
$487K +$229K +3,000 +113%
PAG
1782
Pinnacle Advisory Group
Maryland
$486K +$25.7K +337 +6%
BAM
1783
Bruderman Asset Management
New York
$485K -$20K -262 -4%
SSA
1784
Schonfeld Strategic Advisors
New York
$483K +$130K +1,700 +44%
DAM
1785
Doheny Asset Management
California
$482K +$189K +2,480 +80%
B
1786
Bellecapital
Switzerland
$480K +$64.8K +850 +18%
PHAM
1787
Palisades Hudson Asset Management
Florida
$479K +$30.6K +401 +8%
PAS
1788
Park Avenue Securities
New York
$477K +$26.4K +346 +7%
REMPR
1789
Roof Eidam Maycock Peralta (REMP)
California
$473K +$22.9K +300 +6%
BRA
1790
Bender Robert & Associates
California
$472K -$11.1K -145 -3%
AWM
1791
Affinity Wealth Management
Delaware
$472K +$76 +1 +0%
DCM
1792
Driehaus Capital Management
Illinois
$472K +$417K +5,474 New
WMC
1793
Westwood Management Corporation
Illinois
$471K – – –
WIA
1794
Westbourne Investment Advisors
Maryland
$469K -$22.9K -300 -5%
OFW
1795
Omnia Family Wealth
Florida
$467K +$413K +5,414 New
EAM
1796
Evanson Asset Management
California
$464K +$31.4K +412 +8%
BFG
1797
Beacon Financial Group
Texas
$463K +$53.2K +698 +15%
CCA
1798
Clearwater Capital Advisors
Illinois
$461K +$11.1K +146 +3%
BIMC
1799
Benson Investment Management Company
Virginia
$460K +$406K +5,326 New
AWE
1800
Avidian Wealth Enterprises
Texas
$459K +$74.4K +976 +22%
70 71
72
73 74