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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1601
Spectrum Advisory Services
Georgia
$251K – – –
WG
1602
Welch Group
Alabama
$248K -$15.9K -275 -6%
FCIM
1603
Fairview Capital Investment Management
California
$248K +$236K +4,079 New
AFG
1604
Albion Financial Group
Utah
$244K – – –
FNBOH
1605
First National Bank of Hutchinson
Kansas
$243K – – –
WCM
1606
Weik Capital Management
Pennsylvania
$242K -$110K -1,906 -32%
HB
1607
Homrich & Berg
Georgia
$241K -$57.8K -1,000 -20%
MKC
1608
M. Kraus & Co
Vermont
$241K – – –
RCWMU
1609
Rothschild & Co Wealth Management (UK)
United Kingdom
$239K +$227K +3,930 New
SOADOR
1610
State of Alaska Department of Revenue
Alaska
$236K -$171K -2,960 -43%
TCB
1611
Texas Capital Bancshares
Texas
$231K +$220K +3,799 New
MHS
1612
M Holdings Securities
Oregon
$228K -$507K -8,766 -70%
IIM
1613
Ironwood Investment Management
Massachusetts
$226K – – –
TBA
1614
Train Babcock Advisors
New York
$225K – – –
GHA
1615
GW Henssler & Associates
Georgia
$225K +$15.1K +261 +8%
IHL
1616
Investment House LLC
California
$224K -$37.6K -650 -15%
RMC
1617
Regis Management Company
California
$223K -$13.1K -226 -6%
FWM
1618
Focused Wealth Management
New York
$223K +$58 +1 +0%
VHAM
1619
Van Hulzen Asset Management
California
$222K -$28.9K -500 -12%
PCMK
1620
Paragon Capital Management (Kansas)
Kansas
$222K -$5.78K -100 -3%
BOS
1621
Bingham Osborn & Scarborough
California
$222K +$212K +3,665 New
BC
1622
Barnett & Company
Tennessee
$221K -$17.8K -308 -8%
LI
1623
LVZ Inc
Michigan
$221K – – –
WA
1624
WealthTrust Axiom
Pennsylvania
$221K – – –
AC
1625
Alexandria Capital
Virginia
$221K +$5.78K +100 +3%
63 64
65
66 67