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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMG
1501
NCM Capital Management Group
North Carolina
$354K -$143K -2,550 -29%
VCAM
1502
Valentine Capital Asset Management
California
$353K -$69.3K -1,233 -17%
WDA
1503
Wendell David Associates
New Hampshire
$352K -$3.49K -62 -1%
KWMG
1504
King Wealth Management Group
Florida
$352K +$79.3K +1,410 +30%
IAA
1505
Ironsides Asset Advisors
North Carolina
$352K +$344K +6,111 New
ZTNA
1506
Zions Trust National Association
Utah
$350K -$56.6K -1,007 -14%
ACS
1507
Archford Capital Strategies
Illinois
$342K -$29.6K -527 -8%
MIS
1508
Morningstar Investment Services
Illinois
$341K +$19.7K +350 +6%
OAM
1509
Oberweis Asset Management
Illinois
$340K +$13.7K +244 +4%
LFR
1510
Lehman Financial Resources
Pennsylvania
$337K +$16.9K +300 +5%
AAM
1511
Augustine Asset Management
Florida
$334K – – –
RVP
1512
Relative Value Partners
Illinois
$331K – – –
FIM
1513
Freedom Investment Management
Connecticut
$330K +$40.7K +724 +14%
GC
1514
Gratry & Company
Ohio
$329K – – –
PWM
1515
ParenteBeard Wealth Management
Pennsylvania
$327K +$2.14K +38 +0.7%
BJ
1516
Brouwer & Janachowski
California
$324K +$450 +8 +0.1%
AIM
1517
Arcadia Investment Management
Michigan
$322K – – –
WCM
1518
Windsor Capital Management
Arizona
$322K +$27.2K +483 +9%
PSC
1519
Prentiss Smith & Co
Vermont
$319K – – –
SWM
1520
Segment Wealth Management
Texas
$319K +$18.6K +330 +6%
HR
1521
Howe & Rusling
New York
$317K -$118K -2,094 -28%
CAM
1522
ClariVest Asset Management
California
$316K -$18.8M -334,575 -98%
KFA
1523
Kelleher Financial Advisors
New York
$314K – – –
KFS
1524
Kurt F. Somerville
$311K – – –
CAW
1525
Cornerstone Advisors (Washington)
Washington
$310K +$1.63K +29 +0.5%
59 60
61
62 63