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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2051
Miles Capital
Iowa
$565K -$230K -2,030 -29%
HCC
2052
Hirtle Callaghan & Co
Pennsylvania
$564K – – –
TP
2053
Truvvo Partners
New York
$564K – – –
IP
2054
Investment Partners
Ohio
$561K +$277K +2,436 +12%
OFW
2055
Omnia Family Wealth
Florida
$560K -$39.8K -351 -7%
SP
2056
Successful Portfolios
Florida
$560K +$22.8K +201 +4%
VCM
2057
Vigilant Capital Management
Maine
$560K +$26.1K +230 +5%
KA
2058
Klingman & Associates
New York
$555K +$14.3K +126 +3%
AAP
2059
Arax Advisory Partners
Colorado
$551K -$134K -1,177 -19%
SIM
2060
Sadoff Investment Management
Wisconsin
$551K -$6.92K -61 -1%
XSC
2061
X-Square Capital
Puerto Rico
$551K +$1.25K +11 +0.2%
OAM
2062
Oberweis Asset Management
Illinois
$549K +$341 +3 +0.1%
GG
2063
GenWealth Group
New Jersey
$549K +$6.81K +60 +1%
DTL
2064
Dynamic Technology Lab
Singapore
$549K +$552K +4,862 New
SAM
2065
SignalPoint Asset Management
Missouri
$548K -$6.36K -56 -1%
FM
2066
Family Management
New York
$545K -$17K -150 -3%
FIG
2067
FundX Investment Group
California
$544K – – –
BCM
2068
Bienville Capital Management
New York
$541K -$2.16K -19 -0.4%
LC
2069
Landaas & Company
Wisconsin
$540K +$341 +3 +0.1%
PEA
2070
Pacific Edge Advisors
California
$538K -$68.6K -604 -11%
MAM
2071
Mark Asset Management
New York
$533K – – –
IWA
2072
Intercontinental Wealth Advisors
Texas
$533K +$186K +1,641 +53%
BFM
2073
Boothbay Fund Management
New York
$533K +$536K +4,720 New
WFI
2074
West Family Investments
California
$531K -$284K -2,500 -35%
SC
2075
SRB Corp
Massachusetts
$529K – – –
81 82
83
84 85