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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1251
Klingman & Associates
New York
$1.36M – – –
SIM
1252
SSI Investment Management
California
$1.36M -$434K -7,326 -25%
PRCM
1253
Pine River Capital Management
Minnesota
$1.35M +$334K +5,639 +34%
FCCM
1254
First City Capital Management
Georgia
$1.35M -$35.5K -600 -3%
WCM
1255
Wunderlich Capital Managemnt
Tennessee
$1.34M +$6.63K +112 +0.5%
TWI
1256
Thomas White International
Illinois
$1.33M -$624K -10,534 -32%
KC
1257
Kingfisher Capital
North Carolina
$1.33M +$10.8K +182 +0.8%
FCH
1258
Freestone Capital Holdings
Washington
$1.33M +$1.3M +21,899 New
BOK
1259
Bank of Kentucky
Kentucky
$1.32M -$82.1K -1,386 -6%
CCM
1260
Coe Capital Management
Illinois
$1.32M -$248K -4,190 -16%
WSTAM
1261
Wilbanks Smith & Thomas Asset Management
Virginia
$1.32M -$105K -1,769 -8%
PWMAG
1262
Pinnacle Wealth Management Advisory Group
New Jersey
$1.31M +$41.7K +704 +3%
SIG
1263
Schaller Investment Group
North Carolina
$1.3M – – –
SCG
1264
Sonata Capital Group
Washington
$1.29M +$140K +2,365 +13%
SFM
1265
Signet Financial Management
New Jersey
$1.28M -$3.01M -50,900 -71%
VWM
1266
Valley Wealth Managers
New Jersey
$1.28M -$9.36K -158 -0.7%
LBC
1267
Lawrence B. Cohen
$1.27M +$25.8K +435 +2%
PCA
1268
Peddock Capital Advisors
Massachusetts
$1.27M +$11.7K +197 +1%
BTNA
1269
Bremer Trust National Association
Minnesota
$1.27M +$212K +3,580 +21%
AAM
1270
Aureus Asset Management
Massachusetts
$1.27M -$58.8K -993 -5%
CCG
1271
Cypress Capital Group
Florida
$1.26M – – –
WSC
1272
Wellington Shields & Co
New York
$1.26M – – –
GC
1273
Garde Capital
Washington
$1.25M +$214K +3,618 +21%
W
1274
Wealthfront
California
$1.24M -$65.3K -1,102 -5%
TAM
1275
Trillium Asset Management
Massachusetts
$1.24M -$6.06M -102,317 -83%
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