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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
1676
Stevens First Principles Investment Advisors
California
$135K +$126K +2,300 New
AA
1677
AlphaMark Advisors
Kentucky
$131K +$9.31K +170 +8%
BBPWM
1678
Blue Bell Private Wealth Management
Pennsylvania
$125K +$117K +2,130 New
TCM
1679
Tradewinds Capital Management
Washington
$121K +$114K +2,072 New
PFA
1680
Paradigm Financial Advisors
Missouri
$117K +$110K +2,004 New
CI Investments Inc
1681
CI Investments Inc
Ontario, Canada
$115K +$11.5K +210 +12%
ACM
1682
Antonetti Capital Management
Florida
$108K – – –
TCCM
1683
Timber Creek Capital Management
Massachusetts
$106K -$42.9K -783 -30%
KLWA
1684
Kelly Lawrence W & Associates
California
$105K +$98.6K +1,800 New
BC
1685
Blackhill Capital
New Jersey
$103K +$41.6K +759 +76%
CAL
1686
Capital Advisors Ltd
Ohio
$98K +$92K +1,679 New
HCP
1687
Holt Capital Partners
Texas
$88K +$82.2K +1,500 New
SCG
1688
Strategic Capital Group
Washington
$87K -$29.3K -534 -26%
SHWM
1689
Smith & Howard Wealth Management
Georgia
$82K -$34.2K -625 -31%
LWA
1690
Lenox Wealth Advisors
New York
$82K +$36.6K +668 +91%
VCM
1691
Vigilant Capital Management
Maine
$80K – – –
IMS
1692
Index Management Solutions
Pennsylvania
$80K +$7.94K +145 +12%
HHMI
1693
Howard Hughes Medical Institute
Maryland
$80K +$25.1K +458 +50%
RIA
1694
Regal Investment Advisors
Michigan
$69K -$48.3K -881 -43%
MUMSS
1695
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68K -$3.83K -70 -6%
RAM
1696
RWC Asset Management
United Kingdom
$67K +$62.9K +1,149 New
IRS
1697
Invictus RG (Singapore)
Singapore
$64K +$38.2K +697 +173%
GGPS
1698
Gary Goldberg Planning Services
New York
$63K -$16.4K -300 -22%
KPCM
1699
Kings Point Capital Management
New York
$58K – – –
FWC
1700
First Washington Corp
Washington
$58K +$54.8K +1,000 New