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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2601
Winfield Associates
Ohio
$526K -$145K -1,300 -24%
CL
2602
CIM LLC
New York
$526K +$47.8K +428 +13%
CP
2603
Capital Planning
Washington
$526K +$462K +4,136 New
MAM
2604
Mark Asset Management
New York
$525K – – –
JLBC
2605
J.L. Bainbridge & Co
Florida
$524K +$6.26K +56 +1%
RBCM
2606
Raub Brock Capital Management
California
$521K – – –
FC
2607
FCA Corp
Texas
$521K +$223K +1,996 +95%
SLG
2608
Stanley-Laman Group
Pennsylvania
$521K +$458K +4,098 New
OCPWS
2609
One Charles Private Wealth Services
Massachusetts
$519K +$456K +4,081 New
FP
2610
Financial Perspectives
Minnesota
$519K +$38.3K +343 +9%
RHBC
2611
R.H. Bluestein & Co
Michigan
$518K -$18.4M -164,553 -98%
SAA
2612
Southeast Asset Advisors
Georgia
$518K +$79K +707 +21%
HG
2613
Harbor Group
New Hampshire
$518K +$413K +3,692 New
TI
2614
Truehand Inc
New Hampshire
$517K – – –
CMI
2615
Clare Market Investments
Texas
$517K -$27.6K -247 -6%
FCM
2616
Firestone Capital Management
Florida
$515K +$22.4K +200 +5%
SEP
2617
Southland Equity Partners
Missouri
$513K +$451K +4,033 New
DWP
2618
Destiny Wealth Partners
Florida
$512K +$451K +4,031 New
HWA
2619
Hillcrest Wealth Advisors
New Jersey
$511K -$727K -6,500 -62%
3LCM
2620
3D/L Capital Management
Connecticut
$511K +$456K +4,084 New
BCP
2621
Berkeley Capital Partners
Georgia
$510K +$66.2K +592 +17%
FA
2622
Financial Advisors
Massachusetts
$510K +$201K +1,797 +81%
OHS
2623
Odey Holdings (Switzerland)
Switzerland
$508K +$224K +2,000 +100%
AFS
2624
Aft Forsyth & Sober
Florida
$508K +$447K +4,000 New
SAM
2625
S.A. Mason
Michigan
$505K -$4.47K -40 -1%
103 104
105
106 107