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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1401
Peachtree Investment Advisors
Georgia
$784K +$346K +5,850 +82%
FSA
1402
Franklin Street Advisors
North Carolina
$780K +$24.2K +409 +3%
MCWS
1403
McKinley Carter Wealth Services
West Virginia
$775K -$10.4K -176 -1%
HCM
1404
Howland Capital Management
Massachusetts
$769K
SFSG
1405
Stearns Financial Services Group
North Carolina
$769K +$24.2K +408 +3%
WA
1406
WFG Advisors
Texas
$753K -$363K -6,122 -33%
FFA
1407
First Foundation Advisors
California
$750K +$183K +3,096 +33%
PWAP
1408
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$743K
SCA
1409
Salient Capital Advisors
Texas
$742K +$69.3K +1,171 +11%
LJHT
1410
Laurie J. Hall Trustee
$738K -$8.29K -140 -1%
GCMG
1411
Gyroscope Capital Management Group
Florida
$738K
HB
1412
Homrich & Berg
Georgia
$728K -$85.1K -1,437 -11%
TTWM
1413
TCV Trust & Wealth Management
Virginia
$721K +$127K +2,150 +22%
BEAM
1414
Baker Ellis Asset Management
Washington
$715K +$64.6K +1,091 +10%
HH
1415
Hilltop Holdings
Texas
$714K +$318K +5,368 +84%
IAM
1416
ICM Asset Management
Washington
$712K -$78.5K -1,325 -10%
MCM
1417
Mork Capital Management
California
$709K
EMR
1418
Errol M. Rudman
$706K -$255K -4,300 -27%
TMC
1419
Trellus Management Company
Florida
$703K
AIM
1420
Acropolis Investment Management
Missouri
$703K +$96.5K +1,630 +16%
MHI
1421
Miller Howard Investments
New York
$698K
AL
1422
Airain Ltd
Guernsey
$696K -$42.1K -711 -6%
KAM
1423
Keeley Asset Management
Illinois
$694K
GIP
1424
Granite Investment Partners
California
$693K
IH
1425
IFC Holdings
Florida
$689K +$78.9K +1,333 +13%