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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1501
Ironsides Asset Advisors
North Carolina
$380K +$11.3K +193 +3%
GJCM
1502
Grand Jean Capital Management
California
$379K +$103K +1,770 +39%
FNBSF
1503
First National Bank Sioux Falls
South Dakota
$376K -$2.1K -36 -0.6%
FIM
1504
Freedom Investment Management
Connecticut
$372K +$26.9K +460 +8%
NCMG
1505
NCM Capital Management Group
North Carolina
$370K – – –
WDA
1506
Wendell David Associates
New Hampshire
$370K – – –
KWMG
1507
King Wealth Management Group
Florida
$370K +$1.52K +26 +0.4%
PCM
1508
Prelude Capital Management
New York
$370K +$68.6K +1,174 +24%
AL
1509
Airain Ltd
Guernsey
$367K -$4.44M -76,035 -93%
ZTNA
1510
Zions Trust National Association
Utah
$366K – – –
LC
1511
Lourd Capital
California
$366K +$63.8K +1,092 +22%
BOS
1512
Bingham Osborn & Scarborough
California
$366K +$96K +1,642 +37%
CWA
1513
Constellation Wealth Advisors
New York
$361K +$117K +2,000 +50%
OAM
1514
Oberweis Asset Management
Illinois
$356K +$234 +4 +0.1%
CAM
1515
ClariVest Asset Management
California
$354K +$23.7K +405 +7%
LFR
1516
Lehman Financial Resources
Pennsylvania
$352K – – –
AAM
1517
Augustine Asset Management
Florida
$349K – – –
HH
1518
Hilltop Holdings
Texas
$349K +$86.9K +1,487 +34%
SWA
1519
SFMG Wealth Advisors
Texas
$347K +$337K +5,767 New
GC
1520
Gratry & Company
Ohio
$344K – – –
ACS
1521
Archford Capital Strategies
Illinois
$341K -$16.1K -276 -5%
STI
1522
Susquehanna Trust & Investment
Pennsylvania
$341K +$83.6K +1,430 +34%
DR
1523
Davis Rea
Ontario, Canada
$338K -$2.92M -50,000 -90%
BJ
1524
Brouwer & Janachowski
California
$338K – – –
AIM
1525
Arcadia Investment Management
Michigan
$337K – – –
59 60
61
62 63