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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
2576
Wimmer Associates 1
California
$714K -$20.1K -140 -3%
AIA
2577
Arbor Investment Advisors
North Carolina
$714K – – –
SLG
2578
Stanley-Laman Group
Pennsylvania
$714K +$84.9K +590 +14%
OCPWS
2579
One Charles Private Wealth Services
Massachusetts
$712K +$85.6K +595 +15%
LSWM
2580
Lorne Steinberg Wealth Management
Canada
$711K -$14.4K -100 -2%
BRG
2581
Bay Rivers Group
Virginia
$710K – – –
DAM
2582
Diamant Asset Management
Connecticut
$710K – – –
SDWMA
2583
Schneider Downs Wealth Management Advisors
Pennsylvania
$709K +$386K +2,683 +136%
GWS
2584
Glassman Wealth Services
Virginia
$708K -$12.2K -85 -2%
TF
2585
TRH Financial
Iowa
$707K +$2.88K +20 +0.4%
LC
2586
Lavaca Capital
Texas
$706K -$165K -1,146 -20%
MCIA
2587
Mountain Capital Investment Advisors
Colorado
$705K -$55.7K -387 -8%
TC
2588
Tatro Capital
Kentucky
$703K -$344K -2,393 -34%
Verition Fund Management
2589
Verition Fund Management
Connecticut
$702K +$663K +4,609 New
RHDIC
2590
R.H. Dinel Investment Counsel
California
$699K – – –
PP
2591
Patron Partners
Texas
$699K +$28.2K +196 +4%
CG
2592
Corundum Group
Colorado
$698K +$2.45K +17 +0.4%
MIM
2593
Merrion Investment Management
New Jersey
$691K – – –
CGH
2594
CMG Global Holdings
Texas
$691K +$653K +4,539 New
&Partners
2595
&Partners
Tennessee
$689K – – –
FHC
2596
First Heartland Consultants
Missouri
$686K +$120K +837 +23%
MCA
2597
Morris Capital Advisors
Pennsylvania
$684K -$58.4K -406 -8%
CCMW
2598
Cypress Capital Management (Wyoming)
Wyoming
$682K +$10.8K +75 +2%
Maverick Capital
2599
Maverick Capital
Texas
$678K +$546K +3,795 +577%
Merriman Wealth Management
2600
Merriman Wealth Management
Washington
$677K -$77.5K -539 -11%