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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2051
Marietta Investment Partners
Wisconsin
$526K – – –
SFG
2052
StrategIQ Financial Group
Indiana
$522K +$184K +1,681 +50%
TP
2053
Truvvo Partners
New York
$521K -$812K -7,400 -60%
HCC
2054
Hirtle Callaghan & Co
Pennsylvania
$521K – – –
VNA
2055
Valley National Advisers
Pennsylvania
$520K +$9.87K +90 +2%
FCMC
2056
Founders Capital Management (Connecticut)
Connecticut
$520K +$11K +100 +2%
FM
2057
Family Management
New York
$519K – – –
MCMT
2058
Moon Capital Management (Tennessee)
Tennessee
$516K -$5.85M -53,352 -92%
SIM
2059
Sadoff Investment Management
Wisconsin
$515K -$21.9K -200 -4%
SAM
2060
SignalPoint Asset Management
Missouri
$512K -$6.03K -55 -1%
OAM
2061
Oberweis Asset Management
Illinois
$507K -$19.4K -177 -4%
FRA
2062
Front Row Advisors
California
$507K -$16.8K -153 -3%
XSC
2063
X-Square Capital
Puerto Rico
$507K +$13.3K +121 +3%
LF
2064
Lee Financial
Texas
$504K -$21.8K -199 -4%
FAN
2065
Financial Advisors Network
California
$504K +$530K +4,833 New
FIG
2066
FundX Investment Group
California
$502K – – –
BCM
2067
Bienville Capital Management
New York
$501K +$13.3K +121 +3%
UC
2068
Unio Capital
New Jersey
$500K -$32.9K -300 -6%
KA
2069
Klingman & Associates
New York
$499K -$59.5K -542 -10%
LC
2070
Landaas & Company
Wisconsin
$498K -$24.7K -225 -4%
IIA
2071
IPG Investment Advisors
California
$497K +$59.2K +540 +13%
SP
2072
Successful Portfolios
Florida
$496K +$658 +6 +0.1%
BWA
2073
Burt Wealth Advisors
Maryland
$495K -$8.23K -75 -2%
VCM
2074
Vigilant Capital Management
Maine
$493K +$160K +1,455 +44%
PFA
2075
Pathway Financial Advisors
Vermont
$492K -$1.21K -11 -0.2%
81 82
83
84 85