JP MORGAN
| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 19,734 | 56,500 | +36,766 | 0.37 | 0.98 | +0.61 | buy |
| EXENCIAL WEALTH ADVISORS, LLC | 31,296 | 60,711 | +29,415 | 0.32 | 0.56 | +0.24 | buy |
| Focused Wealth Management, Inc | 10,940 | 15,485 | +4,545 | 0.37 | 0.48 | +0.10 | buy |
| Mn Services Vermogensbeheer B.V. | 632,100 | 636,400 | +4,300 | 1.25 | 1.24 | -0.02 | buy |
| Cornerstone Wealth Management, LLC | 23,456 | 27,425 | +3,969 | 0.39 | 0.40 | +0.01 | buy |
| LVW Advisors, LLC | 43,850 | 46,852 | +3,002 | 1.43 | 1.34 | -0.09 | buy |
| Addison Capital Co | 28,568 | 30,933 | +2,365 | 2.30 | 1.62 | -0.68 | buy |
| WESPAC Advisors SoCal, LLC | 38,715 | 40,697 | +1,982 | 2.52 | 2.55 | +0.03 | buy |
| ACR Alpine Capital Research, LLC | 977,188 | 978,495 | +1,307 | 4.91 | 4.30 | -0.61 | buy |
| PARK AVENUE SECURITIES LLC | 158,702 | 159,990 | +1,288 | 0.44 | 0.37 | -0.07 | buy |