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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1526
Regal Investment Advisors
Michigan
$168K +$162K +3,180 New
BIM
1527
Bridgecreek Investment Management
Oklahoma
$165K +$159K +3,129 New
SMA
1528
Simply Money Advisors
Ohio
$163K +$157K +3,079 New
AA
1529
Apriem Advisors
California
$155K +$150K +2,942 New
CFSG
1530
Community Financial Services Group
Vermont
$155K +$150K +2,944 New
NDSI
1531
Newman Dignan & Sheerar Inc
Rhode Island
$150K +$1.45M +28,453 New
AFC
1532
AFT Forsyth & Company
Florida
$143K +$137K +2,700 New
OAM
1533
Orinda Asset Management
California
$141K +$136K +2,675 New
EWM
1534
Elite Wealth Management
Washington
$139K +$134K +2,635 New
SC
1535
Saturna Capital
Washington
$139K +$134K +2,640 New
LNB
1536
Ledyard National Bank
$136K +$131K +2,579 New
MAS
1537
Madden Advisory Services
Florida
$126K +$121K +2,385 New
SHWM
1538
Smith & Howard Wealth Management
Georgia
$124K +$119K +2,344 New
SC
1539
Sculptor Capital
New York
$121K +$116K +2,289 New
Flossbach Von Storch
1540
Flossbach Von Storch
Germany
$117K +$113K +2,220 New
AA
1541
AlphaMark Advisors
Kentucky
$109K +$105K +2,063 New
SCG
1542
Strategic Capital Group
Washington
$107K +$103K +2,022 New
I2I
1543
Insight 2811 Inc
Illinois
$106K +$102K +2,000 New
LIM
1544
Longfellow Investment Management
Massachusetts
$106K +$102K +2,000 New
RC
1545
Riversville Capital
Connecticut
$103K +$99.2K +1,952 New
SFPIA
1546
Stevens First Principles Investment Advisors
California
$100K +$96.6K +1,900 New
MUMSS
1547
Mitsubishi UFJ Morgan Stanley Securities
Japan
$99K +$95.6K +1,880 New
HPBT
1548
High Point Bank & Trust
North Carolina
$99K +$95.7K +1,882 New
CCA
1549
Catalyst Capital Advisors
New York
$98K +$94.3K +1,855 New
KLWA
1550
Kelly Lawrence W & Associates
California
$95K +$91.5K +1,800 New