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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
601
Great Valley Advisor Group
Delaware
$31M +$2.15M +10,209 +7%
VFA
602
Valeo Financial Advisors
Indiana
$31M -$269K -1,279 -0.7%
BG
603
Bollard Group
Massachusetts
$30.9M +$1.19M +5,652 +4%
IWC
604
Integrated Wealth Concepts
Massachusetts
$30.9M +$461K +2,189 +2%
LBC
605
Lowe Brockenbrough & Co
Virginia
$30.8M -$1.79M -8,495 -5%
SBCM
606
Schwerin Boyle Capital Management
Massachusetts
$30.8M -$2.21M -10,480 -7%
ASN
607
Advisory Services Network
Georgia
$30.6M – – –
BCM
608
Bridgeway Capital Management
Texas
$30.6M +$439K +2,083 +1%
WAS
609
Wesleyan Assurance Society
United Kingdom
$30.6M – – –
DMIC
610
Dixon Mitchell Investment Counsel
British Columbia, Canada
$30.6M +$1.57M +7,472 +5%
FFIC
611
First Fiduciary Investment Counsel
Ohio
$30.5M -$517K -2,455 -2%
SCA
612
Snowden Capital Advisors
New York
$30.4M +$369K +1,753 +1%
SC
613
Savant Capital
Illinois
$30.4M +$4.33M +20,559 +17%
RIG
614
RiverFront Investment Group
Virginia
$30.3M +$4.09M +19,401 +16%
AAIS
615
ABN AMRO Investment Solutions
$30.3M -$586K -2,784 -2%
NB
616
NBT Bank
New York
$30.2M -$695K -3,301 -2%
PCM
617
Parsons Capital Management
Rhode Island
$30.1M -$65.3K -310 -0.2%
NIG
618
NFJ Investment Group
Texas
$30.1M -$961K -4,561 -3%
JCM
619
Janney Capital Management
Pennsylvania
$30M -$2.33M -11,078 -7%
OIA
620
OneDigital Investment Advisors
Kansas
$29.9M -$600K -2,850 -2%
BEI
621
Benjamin Edwards Inc
Missouri
$29.7M +$24M +113,781 +425%
NMERB
622
New Mexico Educational Retirement Board
New Mexico
$29.6M -$1.1M -5,200 -4%
MIM
623
Manitou Investment Management
Ontario, Canada
$29.6M -$5.9M -27,995 -17%
LG
624
LaFleur & Godfrey
Michigan
$29.5M -$1.75M -8,304 -6%
VF
625
Vest Financial
Virginia
$29.5M +$5.07M +24,085 +21%
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