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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1701
Ironwood Investment Management
Massachusetts
$233K – – –
NGA
1702
Naples Global Advisors
Florida
$232K +$4.45K +74 +2%
BPCE
1703
Bank Pictet & Cie (Europe)
Germany
$232K +$223K +3,700 New
TBA
1704
Train Babcock Advisors
New York
$231K – – –
RMC
1705
Regis Management Company
California
$228K -$2.47K -41 -1%
VC
1706
Vicus Capital
Pennsylvania
$228K +$2.53K +42 +1%
CBT
1707
Central Bank & Trust
Kentucky
$227K -$4.93K -82 -2%
EWMCB
1708
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$227K +$219K +3,640 New
FMP
1709
Financial Management Professionals
Texas
$226K – – –
WA
1710
WealthTrust Axiom
Pennsylvania
$225K -$3.01K -50 -1%
NPPM
1711
North Point Portfolio Managers
Ohio
$220K – – –
AC
1712
Alexandria Capital
Virginia
$220K +$11.1K +185 +6%
CL
1713
Croft-Leominster
Maryland
$219K – – –
BHC
1714
Bowen Hanes & Co
Florida
$217K +$209K +3,471 New
SFWA
1715
Summit Financial Wealth Advisors
Louisiana
$216K +$208K +3,459 New
B
1716
Bellecapital
Switzerland
$214K – – –
TA
1717
Teton Advisors
New York
$213K – – –
CCC
1718
Chelsea Counsel Company
California
$213K +$205K +3,401 New
JT
1719
Jump Trading
Illinois
$212K +$203K +3,381 New
OA
1720
Oxbow Advisors
Texas
$212K +$203K +3,381 New
AA
1721
Apriem Advisors
California
$211K +$60 +1 +0%
MBE
1722
Michael B. Elefante
$210K -$187K -3,105 -48%
PCMK
1723
Paragon Capital Management (Kansas)
Kansas
$209K -$6.02K -100 -3%
HIS
1724
Horizon Investment Services
Indiana
$208K -$8.43K -140 -4%
FIG
1725
Fusion Investment Group
Pennsylvania
$208K +$190K +3,156 +1,901%
67 68
69
70 71