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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1526
AFT Forsyth & Company
Florida
$143K +$137K +2,700 New
OAM
1527
Orinda Asset Management
California
$141K +$136K +2,675 New
EWM
1528
Elite Wealth Management
Washington
$139K +$134K +2,635 New
SC
1529
Saturna Capital
Washington
$139K +$134K +2,640 New
LNB
1530
Ledyard National Bank
$136K +$131K +2,579 New
MAS
1531
Madden Advisory Services
Florida
$126K +$121K +2,385 New
SHWM
1532
Smith & Howard Wealth Management
Georgia
$124K +$119K +2,344 New
SC
1533
Sculptor Capital
New York
$121K +$116K +2,289 New
Flossbach Von Storch
1534
Flossbach Von Storch
Germany
$117K +$113K +2,220 New
AA
1535
AlphaMark Advisors
Kentucky
$109K +$105K +2,063 New
SCG
1536
Strategic Capital Group
Washington
$107K +$103K +2,022 New
I2I
1537
Insight 2811 Inc
Illinois
$106K +$102K +2,000 New
LIM
1538
Longfellow Investment Management
Massachusetts
$106K +$102K +2,000 New
RC
1539
Riversville Capital
Connecticut
$103K +$99.2K +1,952 New
SFPIA
1540
Stevens First Principles Investment Advisors
California
$100K +$96.6K +1,900 New
MUMSS
1541
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K +$95.6K +1,880 New
HPBT
1542
High Point Bank & Trust
North Carolina
$99K +$95.7K +1,882 New
CCA
1543
Catalyst Capital Advisors
New York
$98K +$94.3K +1,855 New
KLWA
1544
Kelly Lawrence W & Associates
California
$95K +$91.5K +1,800 New
PCM
1545
Prelude Capital Management
New York
$93K +$89.5K +1,761 New
TCCM
1546
Timber Creek Capital Management
Massachusetts
$84K +$81.3K +1,600 New
CMBA
1547
C.M. Bidwell & Associates
Hawaii
$80K +$77K +1,515 New
HTA
1548
Haber Trilix Advisors
Massachusetts
$75K +$72.6K +1,428 New
MMEA
1549
Mark Morris et al
$74K +$71.2K +1,400 New
GGPS
1550
Gary Goldberg Planning Services
New York
$73K +$69.9K +1,375 New