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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1251
Schaller Investment Group
North Carolina
$1.31M – – –
BMC
1252
Benin Management Corp
Connecticut
$1.3M – – –
WAS
1253
Winch Advisory Services
Wisconsin
$1.3M +$1.24M +21,502 New
CPA
1254
Court Place Advisors
Maryland
$1.3M – – –
BRWM
1255
B. Riley Wealth Management
Tennessee
$1.3M +$1.24M +21,455 New
BA
1256
Broadview Advisors
Wisconsin
$1.3M +$273K +4,725 +28%
WCM
1257
Wunderlich Capital Managemnt
Tennessee
$1.3M -$7.05K -122 -0.6%
CCM
1258
CrestPoint Capital Management
Missouri
$1.3M -$335K -5,800 -21%
WA
1259
WealthTrust-Arizona
Arizona
$1.29M +$63.7K +1,102 +5%
DMK
1260
David M. Knott
$1.29M – – –
BOK
1261
Bank of Kentucky
Kentucky
$1.29M +$65.4K +1,131 +6%
PFSC
1262
Peoples Financial Services Corp
Pennsylvania
$1.28M -$25.4K -440 -2%
GLI
1263
Guardian Life Insurance
New York
$1.28M -$4.45K -77 -0.4%
WA
1264
WFG Advisors
Texas
$1.27M -$1.02M -17,706 -46%
GCM
1265
Geneva Capital Management
Wisconsin
$1.27M -$30.9K -535 -2%
MCM
1266
Manchester Capital Management
Vermont
$1.27M +$27.2K +470 +2%
SM
1267
Salzhauer Michael
$1.25M – – –
WPC
1268
White Pine Capital
Minnesota
$1.25M – – –
CS
1269
Credential Securities
$1.25M +$1.19M +20,598 New
SI
1270
SII Investments
Wisconsin
$1.25M -$8.61K -149 -0.7%
NSAM
1271
North Star Asset Management
Wisconsin
$1.24M +$53.6K +927 +5%
PCA
1272
Peddock Capital Advisors
Massachusetts
$1.22M +$63K +1,090 +6%
MGIA
1273
Moneta Group Investment Advisors
Missouri
$1.22M -$98.2K -1,700 -8%
NME
1274
Notis-McConarty Edward
$1.21M -$71.7K -1,240 -6%
HHGA
1275
Halbert Hargrove Global Advisors
California
$1.19M -$62.1K -1,074 -5%
49 50
51
52 53