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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1601
Nadler Financial Group
Illinois
$215K -$23.1K -411 -10%
IIM
1602
Ironwood Investment Management
Massachusetts
$214K – – –
IHL
1603
Investment House LLC
California
$213K – – –
TBA
1604
Train Babcock Advisors
New York
$213K – – –
RMC
1605
Regis Management Company
California
$212K – – –
MSR
1606
Main Street Research
Connecticut
$212K +$207K +3,676 New
WA
1607
WealthTrust Axiom
Pennsylvania
$210K – – –
RFA
1608
Reilly Financial Advisors
California
$209K -$100K -1,782 -33%
VC
1609
Vicus Capital
Pennsylvania
$209K +$3.88K +69 +2%
FMP
1610
Financial Management Professionals
Texas
$208K – – –
VIMU
1611
Veritas Investment Management (UK)
United Kingdom
$206K – – –
FCB
1612
First Citizens Bancorporation
South Carolina
$205K -$866K -15,410 -81%
ACM
1613
Alta Capital Management
Utah
$204K -$2.81K -50 -1%
FCH
1614
Freestone Capital Holdings
Washington
$204K +$199K +3,538 New
NPPM
1615
North Point Portfolio Managers
Ohio
$203K – – –
CL
1616
Croft-Leominster
Maryland
$201K – – –
TRCT
1617
Tower Research Capital (TRC)
New York
$199K -$1.28M -22,682 -87%
AC
1618
Alexandria Capital
Virginia
$189K -$20.2K -359 -10%
AA
1619
Apriem Advisors
California
$180K +$56 +1 +0%
PLFAM
1620
Pineno Levin & Ford Asset Management
Virginia
$178K – – –
JFA
1621
JNBA Financial Advisors
Minnesota
$176K +$7.14K +127 +4%
SGC
1622
South Georgia Capital
Illinois
$175K – – –
VIA
1623
Vantage Investment Advisors
Pennsylvania
$161K +$11.7K +208 +8%
GAM
1624
Gemmer Asset Management
California
$159K +$4.44K +79 +3%
LIM
1625
Longfellow Investment Management
Massachusetts
$156K – – –