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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2201
Pathway Financial Advisors
Vermont
$542K +$14.2K +129 +3%
FC
2202
Financial Consulate
Maryland
$541K -$14K -127 -3%
RWA
2203
RGT Wealth Advisors
Texas
$541K +$533K +4,838 New
FIG
2204
FundX Investment Group
California
$539K – – –
OAM
2205
Oberweis Asset Management
Illinois
$538K +$441 +4 +0.1%
EA
2206
Emerald Advisers
Pennsylvania
$537K +$529K +4,799 New
MWM
2207
Modera Wealth Management
New Jersey
$534K +$13.5K +122 +3%
MWP
2208
Moller Wealth Partners
$532K -$36.2K -328 -6%
EA
2209
Elm Advisors
California
$527K +$41.9K +380 +9%
SDAM
2210
Shulman DeMeo Asset Management
New York
$526K +$16.5K +150 +3%
WFI
2211
West Family Investments
California
$525K -$1.1K -10 -0.2%
WDA
2212
Wendell David Associates
New Hampshire
$524K -$30.8K -279 -6%
AIM
2213
Advantage Investment Management
Iowa
$522K -$83.7K -759 -14%
BAM
2214
Bruderman Asset Management
New York
$521K -$169K -1,532 -25%
CAL
2215
Capital Advisors Ltd
Ohio
$521K +$151K +1,369 +42%
TRAM
2216
Tuscan Ridge Asset Management
Illinois
$520K +$16K +145 +3%
IWP
2217
Icon Wealth Partners
Texas
$519K +$42.2K +383 +9%
MF
2218
Magnetar Financial
Illinois
$517K -$662K -6,000 -56%
MFP
2219
Meridian Financial Partners
Virginia
$514K +$1.43K +13 +0.3%
NIM
2220
NuWave Investment Management
New Jersey
$511K -$134K -1,216 -21%
SFM
2221
Signet Financial Management
New Jersey
$511K -$13.8K -125 -3%
MWVC
2222
Morgens Waterfall Vintiadis & Co
New York
$511K – – –
LI
2223
LVZ Inc
Michigan
$510K +$16.6K +151 +3%
EIA
2224
Edgemoor Investment Advisors
Maryland
$508K – – –
SQA
2225
Simon Quick Advisors
New Jersey
$508K +$24.7K +224 +5%
87 88
89
90 91