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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBE
1551
Michael B. Elefante
$317K +$2.41K +44 +0.8%
HCM
1552
Hengehold Capital Management
Ohio
$310K -$55.3K -1,010 -16%
GAM
1553
Gotham Asset Management
New York
$308K -$18.4K -336 -6%
RFA
1554
Reilly Financial Advisors
California
$308K +$32.3K +590 +13%
STI
1555
Susquehanna Trust & Investment
Pennsylvania
$307K – – –
BWP
1556
BSW Wealth Partners
Colorado
$306K -$2.46K -45 -0.9%
CAS
1557
CTC Alternative Strategies
Illinois
$304K -$106K -1,935 -27%
HCM
1558
Hodges Capital Management
Texas
$301K +$27.4K +500 +11%
SAM
1559
SignalPoint Asset Management
Missouri
$301K +$282K +5,145 New
PCMC
1560
Paragon Capital Management (Colorado)
Colorado
$301K – – –
GA
1561
Glenhill Advisors
New York
$299K -$3.13M -57,165 -92%
HF
1562
Hoxton Financial
West Virginia
$298K +$75.9K +1,385 +37%
ACM
1563
Aviance Capital Management
Florida
$297K -$21.1K -386 -7%
CBT
1564
Central Bank & Trust
Kentucky
$295K -$6.85K -125 -2%
DCM
1565
Dynamic Capital Management
Jersey
$294K -$1.08M -19,722 -80%
LFR
1566
Lehman Financial Resources
Pennsylvania
$292K – – –
JCM
1567
JS Capital Management
New York
$292K +$274K +5,000 New
HB
1568
Homrich & Berg
Georgia
$291K +$272K +4,972 New
SNBOSD
1569
Security National Bank of So Dak
Iowa
$290K -$24.3K -444 -8%
CAL
1570
Capital Analysts LLC
Pennsylvania
$288K +$11.1K +202 +4%
SWM
1571
Segment Wealth Management
Texas
$286K +$1.37K +25 +0.5%
UAS
1572
United Asset Strategies
New York
$286K +$24.6K +449 +10%
MA
1573
MCF Advisors
Kentucky
$284K -$226K -4,132 -47%
DSAM
1574
Dock Street Asset Management
Florida
$282K – – –
PIA
1575
Peachtree Investment Advisors
Georgia
$282K +$264K +4,818 New
61 62
63
64 65