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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1651
Alexandria Capital
Virginia
$207K +$34.4K +628 +22%
AIM
1652
Acropolis Investment Management
Missouri
$206K – – –
TAM
1653
Telluride Asset Management
Minnesota
$205K +$192K +3,500 New
SGC
1654
South Georgia Capital
Illinois
$205K +$473K +8,634 New
CCB
1655
Cutter & Co Brokerage
Missouri
$204K -$59.6K -1,087 -24%
CYG
1656
Clean Yield Group
Vermont
$203K +$190K +3,468 New
GHA
1657
GW Henssler & Associates
Georgia
$202K +$189K +3,447 New
SAM
1658
Summit Asset Management
Tennessee
$202K +$189K +3,450 New
CFSG
1659
Community Financial Services Group
Vermont
$201K -$6.03K -110 -3%
B
1660
Bellecapital
Switzerland
$200K +$187K +3,417 New
SWA
1661
SFMG Wealth Advisors
Texas
$200K +$187K +3,418 New
BWG
1662
Beta Wealth Group
California
$200K +$187K +3,421 New
VIMU
1663
Veritas Investment Management (UK)
United Kingdom
$198K – – –
PLFAM
1664
Pineno Levin & Ford Asset Management
Virginia
$189K – – –
BFEC
1665
Benjamin F. Edwards & Company
Missouri
$189K +$121K +2,216 +219%
AA
1666
Apriem Advisors
California
$182K +$1.15K +21 +0.7%
JFA
1667
JNBA Financial Advisors
Minnesota
$171K +$82.2K +1,500 +105%
USGIU
1668
U.S. Global Investors (USGI)
Texas
$164K -$164K -3,000 -52%
UGIF
1669
US Global Investors Funds
Maine
$164K +$153K +2,800 New
LIM
1670
Longfellow Investment Management
Massachusetts
$157K – – –
HPBT
1671
High Point Bank & Trust
North Carolina
$156K – – –
SC
1672
Saturna Capital
Washington
$154K – – –
VIA
1673
Vantage Investment Advisors
Pennsylvania
$151K +$141K +2,579 New
RC
1674
Riversville Capital
Connecticut
$147K +$30.5K +557 +29%
MAS
1675
Madden Advisory Services
Florida
$137K – – –