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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1451
Ronald Blue & Co
Georgia
$910K -$1.05M -16,085 -54%
TAM
1452
Trillium Asset Management
Massachusetts
$910K -$96.4K -1,481 -10%
SFSG
1453
Stearns Financial Services Group
North Carolina
$909K -$46.8K -718 -5%
WPC
1454
White Pine Capital
Minnesota
$905K – – –
AFWA
1455
Ancora Family Wealth Advisors
Ohio
$902K -$447K -6,870 -33%
WIP
1456
Wellesley Investment Partners
Massachusetts
$891K +$879K +13,502 New
BFA
1457
Bragg Financial Advisors
North Carolina
$884K -$4.88K -75 -0.6%
CASB
1458
Cape Ann Savings Bank
Massachusetts
$877K +$8.34K +128 +1%
HCM
1459
Howland Capital Management
Massachusetts
$876K +$69.7K +1,070 +9%
LC
1460
Loews Corp
New York
$874K -$84.7K -1,300 -9%
HHGA
1461
Halbert Hargrove Global Advisors
California
$872K -$86.8K -1,333 -9%
GC
1462
Grimes & Company
Massachusetts
$872K +$13.9K +214 +2%
PFBT
1463
Parkside Financial Bank & Trust
Missouri
$870K +$114K +1,748 +15%
IIA
1464
IPG Investment Advisors
California
$869K +$397K +6,100 +86%
TCM
1465
Tributary Capital Management
Nebraska
$868K +$130K +2,000 +18%
BEC
1466
Blue Edge Capital
Virginia
$864K -$1.24K -19 -0.1%
NPIT
1467
National Penn Investors Trust
Pennsylvania
$862K -$4.88K -75 -0.6%
GWM
1468
Greenwich Wealth Management
Connecticut
$861K -$21.9K -337 -3%
GHAM
1469
Gilman Hill Asset Management
Connecticut
$861K -$4.88K -75 -0.6%
BA
1470
Broadview Advisors
Wisconsin
$858K -$16.3K -250 -2%
BC
1471
Banced Corp
Illinois
$857K +$29K +445 +4%
MBT
1472
Montecito Bank & Trust
California
$843K +$161K +2,471 +24%
PFM
1473
Phillips Financial Management
Indiana
$842K +$912 +14 +0.1%
TTWM
1474
TCV Trust & Wealth Management
Virginia
$840K +$58.9K +904 +8%
CAM
1475
ClariVest Asset Management
California
$838K +$56K +860 +7%
57 58
59
60 61