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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
701
Gotham Asset Management
New York
$33.6M +$1.04M +3,420 +3%
SRC
702
Shufro Rose & Co
New York
$33.5M +$103K +340 +0.3%
FISPB
703
Fideuram - Intesa Sanpaolo Private Banking
$33.4M +$2.82M +9,279 +9%
PCH
704
Polar Capital Holdings
United Kingdom
$33.3M +$1.07M +3,541 +3%
CGPCS
705
Capital Group Private Client Services
California
$33.1M -$17.6M -58,142 -34%
HSA
706
HBK Sorce Advisory
Pennsylvania
$33M -$157K -517 -0.5%
PCMF
707
Private Capital Management (Florida)
Florida
$32.9M -$11.8K -39 -0%
SIA
708
Sit Investment Associates
Minnesota
$32.9M -$77.1K -254 -0.2%
SBCM
709
Schwerin Boyle Capital Management
Massachusetts
$32.8M -$2.41M -7,930 -7%
NRG
710
Nemes Rush Group
Michigan
$32.8M +$459K +1,512 +1%
TF
711
Talbot Financial
Washington
$32.7M +$903K +2,976 +3%
AWAG
712
ARS Wealth Advisors Group
Florida
$32.6M +$27K +89 +0.1%
OPCM
713
Osborne Partners Capital Management
California
$32.6M +$44K +145 +0.1%
JPMIA
714
J.P. Marvel Investment Advisors
Massachusetts
$32.5M -$44.3K -146 -0.1%
RMC
715
Resources Management Corp
Connecticut
$32.5M -$21.5K -71 -0.1%
CTA
716
Colonial Trust Advisors
South Carolina
$32.4M -$337K -1,109 -1%
HFS
717
Hantz Financial Services
Michigan
$32.4M -$4.68M -15,422 -12%
SCM
718
SCS Capital Management
Massachusetts
$32.3M -$2.2M -7,233 -6%
AIMC
719
Alley Investment Management Company
Illinois
$32.3M -$2.49M -8,217 -7%
PMG
720
Private Management Group
California
$32.3M -$4.44M -14,627 -12%
CANC
721
Culbertson A N & Co
Virginia
$32.2M -$1.24M -4,082 -4%
OIA
722
OneDigital Investment Advisors
Kansas
$31.9M -$1.32M -4,358 -4%
ECM
723
Evergreen Capital Management
Washington
$31.9M +$4.19M +13,814 +15%
SBH
724
Segall Bryant & Hamill
Illinois
$31.9M -$460K -1,517 -1%
CAM
725
Congress Asset Management
Massachusetts
$31.7M -$293K -966 -0.9%
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