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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1651
Ironwood Investment Counsel
Arizona
$285K -$12K -199 -4%
KCM
1652
Karp Capital Management
California
$285K +$274K +4,550 New
UAS
1653
United Asset Strategies
New York
$284K -$5.66K -94 -2%
SFS
1654
Summit Financial Strategies
Ohio
$283K +$272K +4,519 New
YMRC
1655
Yorktown Management & Research Company
Virginia
$282K -$30.1K -500 -10%
FGP
1656
Foyston, Gordon, & Payne
Ontario, Canada
$280K – – –
NFG
1657
Nadler Financial Group
Illinois
$280K +$44.2K +734 +20%
SOADOR
1658
State of Alaska Department of Revenue
Alaska
$276K +$266K +4,420 New
NFC
1659
Northeast Financial Consultants
Connecticut
$275K +$782 +13 +0.3%
NERM
1660
New England Research & Management
Illinois
$275K +$265K +4,400 New
TNB
1661
Thomasville National Bank
Georgia
$272K -$2.78M -46,205 -91%
CCA
1662
Conestoga Capital Advisors
Pennsylvania
$272K – – –
BBNB
1663
Baker Boyer National Bank
Washington
$270K +$260K +4,318 New
USGIU
1664
U.S. Global Investors (USGI)
Texas
$269K +$259K +4,300 New
ORI
1665
Oak Ridge Investments
Illinois
$268K -$1.75K -29 -0.7%
MSR
1666
Main Street Research
Connecticut
$268K +$44K +732 +21%
KSA
1667
Ken Stern & Associates
California
$268K +$258K +4,284 New
FCIM
1668
Fairview Capital Investment Management
California
$265K – – –
CAM
1669
Concorde Asset Management
Michigan
$264K +$284K +4,720 New
ARMC
1670
American Research & Management Company
Massachusetts
$262K – – –
GWA
1671
Genesis Wealth Advisors
Massachusetts
$261K +$257K +4,265 New
IC
1672
Intersect Capital
California
$260K +$250K +4,155 New
CWA
1673
Constellation Wealth Advisors
New York
$255K -$115K -1,908 -32%
RSVP
1674
Ramsay Stattman Vela & Price
Colorado
$255K -$15K -250 -6%
WG
1675
Welch Group
Alabama
$255K -$4.75K -79 -2%
65 66
67
68 69