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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2176
Berman Capital Advisors
Georgia
$528K +$113K +1,096 +27%
TIM
2177
Tortoise Investment Management
New York
$526K -$24.8K -241 -4%
FBT
2178
First Bank & Trust
South Dakota
$526K -$13.8K -134 -3%
HCM
2179
Horiko Capital Management
New York
$526K +$536K +5,200 New
NFG
2180
Nadler Financial Group
Illinois
$525K -$7.73K -75 -1%
MIC
2181
Meridian Investment Counsel
California
$525K – – –
ECAM
2182
East Coast Asset Management
Massachusetts
$524K -$44.8K -435 -8%
QSS
2183
Quantitative Systematic Strategies
Florida
$524K +$533K +5,176 New
AW
2184
Alpha Windward
Massachusetts
$522K -$9.99K -97 -2%
VA
2185
Valmark Advisers
Ohio
$522K -$3.81K -37 -0.7%
SFM
2186
Signet Financial Management
New Jersey
$522K +$515 +5 +0.1%
XSC
2187
X-Square Capital
Puerto Rico
$521K +$2.27K +22 +0.4%
GPWA
2188
Great Point Wealth Advisors
Massachusetts
$520K – – –
ACM
2189
Ategra Capital Management
Virginia
$520K +$529K +5,136 New
NFG
2190
Next Financial Group
Texas
$519K -$733K -7,119 -58%
NFH
2191
NEXT Financial Holdings
Texas
$519K +$528K +5,122 New
ACA
2192
Atlas Capital Advisors
Wyoming
$517K -$128K -1,242 -20%
WA
2193
Waverly Advisors
Alabama
$516K +$52.3K +508 +11%
MC
2194
Miles Capital
Iowa
$516K +$59.3K +576 +13%
MFP
2195
Meridian Financial Partners
Virginia
$516K +$215K +2,083 +86%
MWP
2196
Moller Wealth Partners
$515K -$792K -7,692 -60%
AFNAS
2197
American Financial Network Advisory Services
California
$515K -$82K -796 -13%
KWA
2198
KCS Wealth Advisory
California
$514K -$51.1K -496 -9%
SP
2199
Successful Portfolios
Florida
$513K +$13.1K +127 +3%
KP
2200
Keel Point
Alabama
$512K -$14.6K -142 -3%
86 87
88
89 90