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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1401
Carlton Hofferkamp & Jenks Wealth Management
Texas
$959K +$96.7K +1,656 +11%
ST
1402
Spinnaker Trust
Maine
$956K -$132K -2,261 -12%
OIM
1403
Orca Investment Management
Oregon
$955K – – –
SCM
1404
Southport Capital Management
Tennessee
$952K +$33.1K +567 +4%
FPIS
1405
Financial Planning & Information Services
Wisconsin
$951K -$4.03K -69 -0.4%
JDR
1406
Jay D. Rosenbaum
$945K +$89.4K +1,530 +11%
WP
1407
WMS Partners
Maryland
$943K +$78K +1,335 +9%
NFC
1408
Northeast Financial Consultants
Connecticut
$943K +$232K +3,978 +33%
HCM
1409
HM Capital Management
Missouri
$942K -$6.6K -113 -0.7%
FCM
1410
Frontier Capital Management
Massachusetts
$936K -$122K -2,091 -12%
LDB
1411
Lee, Danner & Bass
Tennessee
$929K -$30.4K -521 -3%
BCM
1412
Billings Capital Management
Virginia
$927K -$247K -4,222 -21%
GIP
1413
Granite Investment Partners
California
$927K – – –
SBWM
1414
Sunflower Bank Wealth Management
Arizona
$926K -$10.5K -180 -1%
BEAM
1415
Baker Ellis Asset Management
Washington
$926K +$64.2K +1,100 +8%
SFSG
1416
Stearns Financial Services Group
North Carolina
$919K +$102K +1,744 +13%
PRCM
1417
Pine River Capital Management
Minnesota
$918K -$381K -6,525 -30%
AIM
1418
Acropolis Investment Management
Missouri
$917K +$69.2K +1,185 +8%
CWP
1419
Capital Wealth Planning
Florida
$915K -$806K -13,800 -47%
BDF
1420
Balasa Dinverno & Foltz
$912K -$700K -11,987 -44%
SCA
1421
Sippican Capital Advisors
Massachusetts
$909K -$54K -925 -6%
DR
1422
Davis Rea
Ontario, Canada
$909K +$1.75K +30 +0.2%
B
1423
BancorpSouth
Mississippi
$908K – – –
WIM
1424
Waverton Investment Management
United Kingdom
$906K -$53.6K -918 -6%
KS
1425
Karpas Strategies
Connecticut
$906K +$1.23K +21 +0.1%
55 56
57
58 59