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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1676
Antonetti Capital Management
Florida
$108K – – –
TCCM
1677
Timber Creek Capital Management
Massachusetts
$106K -$42.9K -783 -30%
KLWA
1678
Kelly Lawrence W & Associates
California
$105K +$98.6K +1,800 New
BC
1679
Blackhill Capital
New Jersey
$103K +$41.6K +759 +76%
CAL
1680
Capital Advisors Ltd
Ohio
$98K +$92K +1,679 New
HCP
1681
Holt Capital Partners
Texas
$88K +$82.2K +1,500 New
SCG
1682
Strategic Capital Group
Washington
$87K -$29.3K -534 -26%
SHWM
1683
Smith & Howard Wealth Management
Georgia
$82K -$34.2K -625 -31%
LWA
1684
Lenox Wealth Advisors
New York
$82K +$36.6K +668 +91%
VCM
1685
Vigilant Capital Management
Maine
$80K – – –
IMS
1686
Index Management Solutions
Pennsylvania
$80K +$7.94K +145 +12%
HHMI
1687
Howard Hughes Medical Institute
Maryland
$80K +$25.1K +458 +50%
RIA
1688
Regal Investment Advisors
Michigan
$69K -$48.3K -881 -43%
MUMSS
1689
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68K -$3.83K -70 -6%
RAM
1690
RWC Asset Management
United Kingdom
$67K +$62.9K +1,149 New
IRS
1691
Invictus RG (Singapore)
Singapore
$64K +$38.2K +697 +173%
GGPS
1692
Gary Goldberg Planning Services
New York
$63K -$16.4K -300 -22%
KPCM
1693
Kings Point Capital Management
New York
$58K – – –
FWC
1694
First Washington Corp
Washington
$58K +$54.8K +1,000 New
TCM
1695
Tributary Capital Management
Nebraska
$51K -$1.85M -33,700 -97%
AFIA
1696
America First Investment Advisors
Nebraska
$50K – – –
AAC
1697
Asset Advisors Corp
Georgia
$49K – – –
CFN
1698
Cordasco Financial Network
Florida
$46K +$42.9K +783 New
SA
1699
SRH Advisors
Kansas
$44K +$40.8K +745 New
GI
1700
Gradient Investments
Minnesota
$42K -$19.4K -355 -33%
66 67
68
69 70