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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1351
Sippican Capital Advisors
Massachusetts
$1M – – –
NIMI
1352
Natixis Investment Managers International
France
$993K +$24.2K +369 +2%
CI
1353
Cambiar Investors
Colorado
$992K +$1.07M +16,278 New
HCM
1354
HM Capital Management
Missouri
$989K +$4.58K +70 +0.4%
FPIS
1355
Financial Planning & Information Services
Wisconsin
$983K – – –
AWM
1356
Avior Wealth Management
Nebraska
$982K +$1.01M +15,408 +2,233%
SBWM
1357
Sunflower Bank Wealth Management
Arizona
$978K – – –
BIM
1358
Beach Investment Management
Pennsylvania
$970K -$1.39M -21,270 -57%
EWM
1359
Evermay Wealth Management
Virginia
$955K +$32.3K +493 +3%
ANB
1360
Amarillo National Bank
Texas
$954K -$41.5K -633 -4%
DAM
1361
Delta Asset Management
Tennessee
$951K – – –
NL
1362
NWAM LLC
Washington
$950K -$65.5K -1,000 -6%
CFMC
1363
Curbstone Financial Management Corp
New Hampshire
$947K +$37.7K +575 +4%
CSMF
1364
Charles Stewart Mott Foundation
Michigan
$946K +$1.02M +15,510 New
MWP
1365
MYCIO Wealth Partners
Pennsylvania
$938K -$15.3K -234 -1%
LDB
1366
Lee, Danner & Bass
Tennessee
$937K +$8.97K +137 +0.9%
IP
1367
Investment Partners
Ohio
$935K -$25.2K -384 -2%
TAM
1368
Trillium Asset Management
Massachusetts
$931K -$13.2K -201 -1%
KS
1369
Karpas Strategies
Connecticut
$931K +$1.11K +17 +0.1%
QCG
1370
Quadrant Capital Group
Ohio
$926K -$72.9K -1,113 -7%
ASN
1371
Advisory Services Network
Georgia
$921K -$84.2K -1,286 -8%
HMC
1372
Harvard Management Company
Massachusetts
$921K +$989K +15,100 New
C
1373
CFO4Life
Texas
$918K -$163K -2,488 -14%
MM
1374
Midas Management
New York
$915K -$288K -4,400 -23%
AAP
1375
Ardsley Advisory Partners
Connecticut
$915K +$982K +15,000 New
53 54
55
56 57