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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
1476
Hennessy Advisors Inc
California
$799K -$1.83M -28,000 -70%
KTC
1477
Kistler-Tiffany Companies
Pennsylvania
$799K -$33.1K -507 -4%
WI
1478
Wintrust Investments
Illinois
$789K +$29.3K +450 +4%
BMM
1479
Buffington Mohr McNeal
Idaho
$787K -$13K -200 -2%
SAM
1480
Shamrock Asset Management
Texas
$780K -$12.4K -190 -2%
MCWS
1481
McKinley Carter Wealth Services
West Virginia
$780K -$5.74K -88 -0.7%
VWA
1482
V Wealth Advisors
Kansas
$772K -$52.2K -800 -6%
GIA
1483
Granite Investment Advisors
New Hampshire
$772K – – –
TMC
1484
Trellus Management Company
Florida
$772K – – –
SM
1485
Sciencast Management
New Jersey
$771K +$755K +11,584 New
FNBTCON
1486
First National Bank & Trust Co of Newtown
Pennsylvania
$768K -$11.7K -180 -2%
AIM
1487
AMI Investment Management
Indiana
$768K +$13K +200 +2%
KF
1488
Krilogy Financial
Missouri
$767K -$48.6K -745 -6%
MFW
1489
Mosaic Family Wealth
Missouri
$764K +$171K +2,615 +30%
CWM
1490
Cornerstone Wealth Management
Missouri
$758K +$742K +11,384 New
BO
1491
Bank OZK
Arkansas
$752K -$8.48K -130 -1%
GWM
1492
Greenwich Wealth Management
Connecticut
$746K -$123K -1,885 -14%
RIG
1493
Roosevelt Investment Group
New York
$746K -$91.7K -1,406 -11%
HB
1494
Homrich & Berg
Georgia
$743K +$140K +2,153 +24%
PRCM
1495
Pine River Capital Management
Minnesota
$739K -$287K -4,400 -28%
EWM
1496
Evermay Wealth Management
Virginia
$739K +$1.43K +22 +0.2%
GCMG
1497
Gyroscope Capital Management Group
Florida
$737K +$13K +200 +2%
RIA
1498
Regal Investment Advisors
Michigan
$736K +$4.63K +71 +0.6%
TPWA
1499
TRUE Private Wealth Advisors
Oregon
$734K -$134K -2,052 -16%
SWM
1500
Segment Wealth Management
Texas
$734K – – –
58 59
60
61 62