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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1501
Wendell David Associates
New Hampshire
$370K – – –
KWMG
1502
King Wealth Management Group
Florida
$370K +$1.52K +26 +0.4%
PCM
1503
Prelude Capital Management
New York
$370K +$68.6K +1,174 +24%
AL
1504
Airain Ltd
Guernsey
$367K -$4.44M -76,035 -93%
ZTNA
1505
Zions Trust National Association
Utah
$366K – – –
LC
1506
Lourd Capital
California
$366K +$63.8K +1,092 +22%
BOS
1507
Bingham Osborn & Scarborough
California
$366K +$96K +1,642 +37%
CWA
1508
Constellation Wealth Advisors
New York
$361K +$117K +2,000 +50%
OAM
1509
Oberweis Asset Management
Illinois
$356K +$234 +4 +0.1%
CAM
1510
ClariVest Asset Management
California
$354K +$23.7K +405 +7%
LFR
1511
Lehman Financial Resources
Pennsylvania
$352K – – –
AAM
1512
Augustine Asset Management
Florida
$349K – – –
HH
1513
Hilltop Holdings
Texas
$349K +$86.9K +1,487 +34%
SWA
1514
SFMG Wealth Advisors
Texas
$347K +$337K +5,767 New
GC
1515
Gratry & Company
Ohio
$344K – – –
ACS
1516
Archford Capital Strategies
Illinois
$341K -$16.1K -276 -5%
STI
1517
Susquehanna Trust & Investment
Pennsylvania
$341K +$83.6K +1,430 +34%
DR
1518
Davis Rea
Ontario, Canada
$338K -$2.92M -50,000 -90%
BJ
1519
Brouwer & Janachowski
California
$338K – – –
AIM
1520
Arcadia Investment Management
Michigan
$337K – – –
PSC
1521
Prentiss Smith & Co
Vermont
$333K – – –
PIA
1522
Peachtree Investment Advisors
Georgia
$333K +$19.6K +335 +6%
HR
1523
Howe & Rusling
New York
$332K +$818 +14 +0.3%
VCAM
1524
Valentine Capital Asset Management
California
$330K -$38K -650 -11%
WMC
1525
Westwood Management Corporation
Illinois
$329K -$307K -5,252 -49%
59 60
61
62 63