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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1526
Lenox Wealth Management
Ohio
$356K +$4.74K +82 +1%
CAL
1527
Capital Analysts LLC
Pennsylvania
$355K +$53.6K +928 +19%
AAM
1528
Augustine Asset Management
Florida
$352K – – –
KPCM
1529
Kings Point Capital Management
New York
$352K +$278K +4,815 +489%
RVP
1530
Relative Value Partners
Illinois
$349K – – –
PIA
1531
Peachtree Investment Advisors
Georgia
$349K +$53.5K +925 +19%
GC
1532
Gratry & Company
Ohio
$347K – – –
OAM
1533
Oberweis Asset Management
Illinois
$343K -$5.43K -94 -2%
PWM
1534
ParenteBeard Wealth Management
Pennsylvania
$342K -$48.4K -838 -13%
BJ
1535
Brouwer & Janachowski
California
$341K +$324K +5,612 New
AIM
1536
Arcadia Investment Management
Michigan
$340K – – –
MIS
1537
Morningstar Investment Services
Illinois
$339K -$2.43M -42,124 -88%
PAMG
1538
Patton Albertson Miller Group
Tennessee
$339K +$323K +5,582 New
LFR
1539
Lehman Financial Resources
Pennsylvania
$337K +$31.8K +550 +11%
PSC
1540
Prentiss Smith & Co
Vermont
$336K – – –
CG
1541
Clinton Group
New York
$336K +$319K +5,527 New
FPCP
1542
Fort Point Capital Partners
California
$333K +$2.89K +50 +0.9%
MA
1543
Marshwinds Advisory
Georgia
$331K -$8.15K -141 -3%
KFA
1544
Kelleher Financial Advisors
New York
$330K – – –
RFA
1545
Reilly Financial Advisors
California
$329K +$8.9K +154 +3%
KFS
1546
Kurt F. Somerville
$328K -$57.8K -1,000 -16%
UAS
1547
United Asset Strategies
New York
$327K +$28.3K +490 +10%
PCM
1548
Prelude Capital Management
New York
$326K -$510K -8,825 -62%
SAM
1549
SignalPoint Asset Management
Missouri
$326K +$12.8K +221 +4%
CAW
1550
Cornerstone Advisors (Washington)
Washington
$325K +$78.2K +1,353 +34%
60 61
62
63 64