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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1576
Rodgers Brothers
Pennsylvania
$394K -$6.02K -100 -2%
GJCM
1577
Grand Jean Capital Management
California
$394K – – –
DPI
1578
Diversified Portfolios Inc
Michigan
$394K +$379K +6,294 New
PGA
1579
Portland Global Advisors
Maine
$393K +$74.9K +1,244 +25%
RCM
1580
Reynolds Capital Management
Nevada
$388K +$54.2K +900 +17%
KAH
1581
Kathryn A. Hall
$388K +$373K +6,200 New
CA
1582
Cambridge Advisors
Nebraska
$387K +$372K +6,177 New
SCP
1583
Sandhill Capital Partners
New York
$385K -$5.95M -98,818 -94%
NCMG
1584
NCM Capital Management Group
North Carolina
$384K – – –
MCA
1585
Mercer Capital Advisers
New Jersey
$384K +$369K +6,137 New
WDA
1586
Wendell David Associates
New Hampshire
$382K – – –
CHP
1587
Cable Hill Partners
Oregon
$377K +$362K +6,021 New
SFI
1588
SPC Financial Inc
Maryland
$375K +$150K +2,500 +72%
AWA
1589
ARS Wealth Advisors
Florida
$371K -$127K -2,117 -26%
SC
1590
Searle & Co
Connecticut
$371K +$358K +5,942 New
OAM
1591
Oberweis Asset Management
Illinois
$370K +$241 +4 +0.1%
CAM
1592
ClariVest Asset Management
California
$369K – – –
TIA
1593
Trust Investment Advisors
Indiana
$367K -$66.2K -1,100 -16%
AIA
1594
Arbor Investment Advisors
North Carolina
$367K -$33K -548 -9%
AWE
1595
Avidian Wealth Enterprises
Texas
$367K +$51.6K +858 New
AAM
1596
Augustine Asset Management
Florida
$362K – – –
DR
1597
Davis Rea
Ontario, Canada
$362K +$10.2K +170 +3%
HCM
1598
Hengehold Capital Management
Ohio
$362K +$76.7K +1,275 +28%
WA
1599
Wealth Architects
California
$358K +$345K +5,726 New
BGDI
1600
BW Gestao de Investimentos
Brazil
$357K -$11M -183,000 -97%
62 63
64
65 66