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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNYS
1701
First New York Securities
New York
$30K +$58 +1 +0.2%
DOA
1702
D'Orazio & Associates
Virginia
$29K – – –
NC
1703
NewSquare Capital
Pennsylvania
$29K – – –
TCM
1704
TD Capital Management
Tennessee
$27K +$173 +3 +0.7%
PWAG
1705
Polaris Wealth Advisory Group
California
$20K – – –
UOTTAIMCU
1706
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20K +$19K +329 New
JT
1707
Jump Trading
Illinois
$19K -$344K -5,960 -95%
EMA
1708
Efficient Market Advisors
California
$18K – – –
NHFG
1709
New Harbor Financial Group
Massachusetts
$18K – – –
SAM
1710
Solaris Asset Management
New York
$18K – – –
DA
1711
Dunvegan Associates
California
$16K +$15.6K +270 New
PIM
1712
Parasol Investment Management
Illinois
$15K – – –
PCTC
1713
Perkins Coie Trust Company
Washington
$14K – – –
OSAM
1714
O'Shaughnessy Asset Management
Connecticut
$13K +$925 +16 +8%
PFG
1715
Pacific Financial Group
Washington
$11K – – –
NMIS
1716
Northwestern Mutual Investment Services
Wisconsin
$11K +$10.1K +175 New
IC
1717
IKOS CIF
Cyprus
$11K +$10.3K +178 New
FIG
1718
Fusion Investment Group
Pennsylvania
$10K -$1.28M -22,089 -99%
NIM
1719
NuWave Investment Management
New Jersey
$8K -$7.74K -134 -50%
BWFA
1720
Baltimore-Washington Financial Advisors
Maryland
$4K – – –
BCMIO
1721
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$520 +9 +18%
CFA
1722
Camarda Financial Advisors
Florida
$3K – – –
MIM
1723
Macroview Investment Management
Maryland
$2K +$2.02K +35 New
SMG
1724
Spectrum Management Group
Indiana
$1K – – –
IFA
1725
Interactive Financial Advisors
Illinois
$1K +$867 +15 New
67 68
69
70 71