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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1401
Waverly Advisors
Alabama
$570K – – –
SGAM
1402
Steinberg Global Asset Management
Florida
$561K +$16.4K +291 +3%
HI
1403
Hudock Inc
Pennsylvania
$558K -$3.65K -65 -0.7%
RHDIC
1404
R.H. Dinel Investment Counsel
California
$557K -$67.6K -1,202 -11%
WA
1405
Wheatland Advisors
Pennsylvania
$549K – – –
TT
1406
Tiedemann Trust
Delaware
$544K -$10.7M -190,403 -95%
SCM
1407
Salem Capital Management
Massachusetts
$542K – – –
BIM
1408
Beach Investment Management
Pennsylvania
$540K -$2.02M -35,850 -79%
PAM
1409
Palisade Asset Management
Minnesota
$540K +$5.62K +100 +1%
AF
1410
Aldebaran Financial
$539K -$76.5K -1,360 -13%
SLF
1411
Sun Life Financial
Ontario, Canada
$538K – – –
IF
1412
IRON Financial
Illinois
$536K +$225 +4 +0%
WKA
1413
Wilson Kemp & Associates
Michigan
$535K +$11.2K +200 +2%
CP
1414
Camelot Portfolios
Ohio
$534K +$39.4K +701 +8%
WA
1415
WBH Advisory
Maryland
$531K -$42.1K -749 -8%
GSBTD
1416
Glenview State Bank Trust Department
Illinois
$527K -$119K -2,124 -19%
ECAM
1417
East Coast Asset Management
Massachusetts
$527K +$28.4K +506 +6%
QIM
1418
Quantitative Investment Management
Virginia
$524K -$20M -356,000 -98%
AIM
1419
AMI Investment Management
Indiana
$524K – – –
Kayne Anderson Rudnick Investment Management
1420
Kayne Anderson Rudnick Investment Management
California
$519K +$56 +1 +0%
LFG
1421
LifePlan Financial Group
Ohio
$517K – – –
SA
1422
Strategic Advisors
New York
$516K -$33.1K -588 -6%
TRIM
1423
Thompson Rubinstein Investment Management
Oregon
$515K -$6.92K -123 -1%
PAS
1424
Partnervest Advisory Services
California
$513K +$17.4K +310 +4%
BO
1425
Bank OZK
Arkansas
$510K +$141K +2,516 +40%