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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1701
D'Orazio & Associates
Virginia
$29K – – –
NC
1702
NewSquare Capital
Pennsylvania
$29K – – –
TCM
1703
TD Capital Management
Tennessee
$27K +$173 +3 +0.7%
PWAG
1704
Polaris Wealth Advisory Group
California
$20K – – –
UOTTAIMCU
1705
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20K +$19K +329 New
JT
1706
Jump Trading
Illinois
$19K -$344K -5,960 -95%
EMA
1707
Efficient Market Advisors
California
$18K – – –
NHFG
1708
New Harbor Financial Group
Massachusetts
$18K – – –
SAM
1709
Solaris Asset Management
New York
$18K – – –
DA
1710
Dunvegan Associates
California
$16K +$15.6K +270 New
PIM
1711
Parasol Investment Management
Illinois
$15K – – –
PCTC
1712
Perkins Coie Trust Company
Washington
$14K – – –
OSAM
1713
O'Shaughnessy Asset Management
Connecticut
$13K +$925 +16 +8%
PFG
1714
Pacific Financial Group
Washington
$11K – – –
NMIS
1715
Northwestern Mutual Investment Services
Wisconsin
$11K +$10.1K +175 New
IC
1716
IKOS CIF
Cyprus
$11K +$10.3K +178 New
FIG
1717
Fusion Investment Group
Pennsylvania
$10K -$1.28M -22,089 -99%
NIM
1718
NuWave Investment Management
New Jersey
$8K -$7.74K -134 -50%
BWFA
1719
Baltimore-Washington Financial Advisors
Maryland
$4K – – –
BCMIO
1720
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$520 +9 +18%
CFA
1721
Camarda Financial Advisors
Florida
$3K – – –
MIM
1722
Macroview Investment Management
Maryland
$2K +$2.02K +35 New
SMG
1723
Spectrum Management Group
Indiana
$1K – – –
IFA
1724
Interactive Financial Advisors
Illinois
$1K +$867 +15 New
FPCG
1725
Fort Pitt Capital Group
Pennsylvania
$371 +$58 +1 +20%
67 68
69
70 71