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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IAM
1326
ICM Asset Management
Washington
$814K -$23.9K -425 -3%
KT
1327
Kanaly Trust
Texas
$811K -$21.5K -382 -3%
RT
1328
Reliance Trust
Georgia
$806K -$66.8K -1,188 -8%
DAC
1329
Dividend Assets Capital
South Carolina
$805K
HPCM
1330
High Pointe Capital Management
Illinois
$805K +$8.99K +160 +1%
SC
1331
Scholtz & Company
Connecticut
$801K +$781K +13,900 New
AWM
1332
Altavista Wealth Management
North Carolina
$799K -$31.9K -567 -4%
BFA
1333
Bragg Financial Advisors
North Carolina
$795K -$17.7K -315 -2%
ICOA
1334
Investment Centers of America
North Dakota
$788K +$17.7K +314 +2%
PFM
1335
Phillips Financial Management
Indiana
$781K -$15K -266 -2%
CCWA
1336
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K -$82.9K -1,475 -10%
AA
1337
Alesco Advisors
New York
$778K -$337 -6 -0%
BHA
1338
Beech Hill Advisors
New York
$776K +$25.3K +450 +3%
CSS
1339
Cubist Systematic Strategies
Connecticut
$776K +$757K +13,460 New
FANJ
1340
Financial Architects (New Jersey)
New Jersey
$775K -$41.4K -737 -5%
BEC
1341
Blue Edge Capital
Virginia
$775K -$7.53K -134 -1%
OL
1342
OTA LLC
New York
$772K +$753K +13,399 New
HCM
1343
Howland Capital Management
Massachusetts
$759K -$22.5K -400 -3%
SCM
1344
Southport Capital Management
Tennessee
$747K
MCWS
1345
McKinley Carter Wealth Services
West Virginia
$736K -$28.8K -513 -4%
EWM
1346
Evermay Wealth Management
Virginia
$733K +$191K +3,391 +36%
OCG
1347
Opus Capital Group
Ohio
$727K -$44K -782 -6%
JCM
1348
Janney Capital Management
Pennsylvania
$723K +$154K +2,739 +28%
BB
1349
Bell Bank
North Dakota
$720K -$166K -2,944 -19%
FSA
1350
Franklin Street Advisors
North Carolina
$717K +$84.3K +1,500 +14%