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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1601
Midas Management
New York
$863K – – –
PIC
1602
PCJ Investment Counsel
Ontario, Canada
$863K +$763K +10,000 New
CWA
1603
Cypress Wealth Advisors
California
$854K +$2.06K +27 +0.3%
GIA
1604
Granite Investment Advisors
New Hampshire
$851K -$131K -1,720 -15%
AIP
1605
Ahrens Investment Partners
Louisiana
$850K +$751K +9,851 New
CBA
1606
Coastal Bridge Advisors
Connecticut
$847K +$138K +1,815 +23%
GIM
1607
Groesbeck Investment Management
New Jersey
$845K -$32.5K -426 -4%
RGIA
1608
Rainier Group Investment Advisory
Washington
$845K +$746K +9,789 New
HBWM
1609
Hollow Brook Wealth Management
New York
$841K – – –
KIA
1610
Kopp Investment Advisors
Minnesota
$840K +$4.73K +62 +0.6%
TC
1611
Telemus Capital
Michigan
$837K -$1.01M -13,227 -58%
TAM
1612
Taylor Asset Management
Ontario, Canada
$837K – – –
AAM
1613
American Asset Management
Florida
$834K +$60.2K +790 +9%
GBT
1614
Grove Bank & Trust
Florida
$831K +$77K +1,010 +12%
FDS
1615
First Dallas Securities
Texas
$831K +$292K +3,825 +66%
AWM
1616
AllSquare Wealth Management
New York
$828K -$2.52K -33 -0.3%
PWAP
1617
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$825K -$11.7K -153 -2%
NGA
1618
Naples Global Advisors
Florida
$824K -$30.5K -400 -4%
PC
1619
PhiloSmith Capital
Connecticut
$824K +$728K +9,550 New
TG
1620
TLP Group
Illinois
$823K -$277K -3,638 -28%
GC
1621
Grimes & Company
Massachusetts
$822K +$839 +11 +0.1%
MA
1622
MCF Advisors
Kentucky
$820K -$3.96K -52 -0.5%
WA
1623
Wealth Architects
California
$819K +$104K +1,362 +17%
MSU
1624
Mizuho Securities USA
New York
$814K -$1.63M -21,375 -69%
MC
1625
Miles Capital
Iowa
$807K -$30.6K -401 -4%
63 64
65
66 67