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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Segment Wealth Management
Texas
$316K +$18.8K +325 +7%
CAS
1552
CTC Alternative Strategies
Illinois
$316K – – –
I2I
1553
Insight 2811 Inc
Illinois
$314K +$299K +5,180 New
PCMC
1554
Paragon Capital Management (Colorado)
Colorado
$312K – – –
QAM
1555
Quantres Asset Management
Cayman Islands
$310K +$295K +5,100 New
FTI
1556
Fiduciary Trust International
Massachusetts
$310K +$295K +5,106 New
WCM
1557
Windsor Capital Management
Arizona
$309K +$70.1K +1,213 +31%
SCG
1558
Strategic Capital Group
Washington
$307K +$207K +3,575 +240%
YMRC
1559
Yorktown Management & Research Company
Virginia
$304K -$116K -2,000 -29%
AAP
1560
Ardsley Advisory Partners
Connecticut
$304K +$289K +5,000 New
FIM
1561
Freedom Investment Management
Connecticut
$303K +$30.3K +524 +12%
PL
1562
Plancorp LLC
Missouri
$303K +$290K +5,010 New
BFEC
1563
Benjamin F. Edwards & Company
Missouri
$299K +$98.2K +1,700 +53%
LCM
1564
Lucas Capital Management
New Jersey
$297K -$57.8K -1,000 -17%
SNBOSD
1565
Security National Bank of So Dak
Iowa
$297K -$3.76K -65 -1%
LC
1566
Lourd Capital
California
$296K -$72.2K -1,250 -20%
STI
1567
Susquehanna Trust & Investment
Pennsylvania
$295K -$21.7K -375 -7%
CBT
1568
Central Bank & Trust
Kentucky
$294K -$11K -191 -4%
DSAM
1569
Dock Street Asset Management
Florida
$293K – – –
HCM
1570
Hengehold Capital Management
Ohio
$292K -$28.5K -493 -9%
SIG
1571
Sky Investment Group
Connecticut
$292K – – –
SGH
1572
Schonfeld Group Holdings
New York
$288K +$274K +4,741 New
KWMG
1573
King Wealth Management Group
Florida
$286K +$9.48K +164 +4%
BAM
1574
Brave Asset Management
New Jersey
$285K -$97.7K -1,690 -26%
EIA
1575
Edgemoor Investment Advisors
Maryland
$283K +$28.9K +500 +12%
61 62
63
64 65