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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1551
Ashfield Capital Partners
California
$1.43M – – –
SCG
1552
Sonata Capital Group
Washington
$1.42M – – –
SCM
1553
Southport Capital Management
Tennessee
$1.41M +$18.4K +200 +1%
ZCI
1554
Zevenbergen Capital Investments
Washington
$1.41M +$47K +510 +4%
PBO
1555
Peoples Bank (Ohio)
Ohio
$1.41M -$2.31K -25 -0.2%
GC
1556
Giverny Capital
Quebec, Canada
$1.41M +$217K +2,357 +19%
SJIM
1557
St. Johns Investment Management
Florida
$1.41M -$7.1K -77 -0.5%
FCH
1558
Freestone Capital Holdings
Washington
$1.4M -$463K -5,021 -26%
OIM
1559
Orca Investment Management
Oregon
$1.4M – – –
LOAMS
1560
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.4M – – –
WP
1561
WMS Partners
Maryland
$1.39M +$39.4K +427 +3%
CIC
1562
Chilton Investment Company
Connecticut
$1.39M -$7.58M -82,214 -85%
PCMM
1563
Private Capital Management (Minnesota)
Minnesota
$1.38M -$194K -2,100 -13%
CWM
1564
Cornerstone Wealth Management
Missouri
$1.38M +$83K +900 +7%
EWM
1565
Evermay Wealth Management
Virginia
$1.37M +$24.9K +270 +2%
SCA
1566
Sippican Capital Advisors
Massachusetts
$1.36M -$5.99K -65 -0.5%
AA
1567
ALPS Advisors
Colorado
$1.36M +$129K +1,398 +11%
FFC
1568
First Financial Corp
Indiana
$1.35M -$142K -1,539 -10%
PFM
1569
Phillips Financial Management
Indiana
$1.35M +$14K +152 +1%
IR
1570
IAT Reinsurance
New York
$1.35M – – –
LF
1571
Lee Financial
Texas
$1.34M -$29K -315 -2%
LCM
1572
Liberty Capital Management
Michigan
$1.33M +$63.2K +685 +5%
FIAS
1573
FinTrust Investment Advisory Services
South Carolina
$1.33M +$1.29M +13,943 New
AEPG
1574
American Economic Planning Group
New Jersey
$1.33M +$25.7K +279 +2%
OFS
1575
Orrstown Financial Services
Pennsylvania
$1.32M -$27.4K -297 -2%
61 62
63
64 65