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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
1701
London Company of Virginia
Virginia
$264K -$321K -4,916 -56%
PGA
1702
Portland Global Advisors
Maine
$263K -$157K -2,403 -38%
NGA
1703
Naples Global Advisors
Florida
$263K -$13.1K -200 -5%
CAM
1704
Centre Asset Management
New York
$263K – – –
AI
1705
Accredited Investors
Minnesota
$262K +$522 +8 +0.2%
HF
1706
HRT Financial
New York
$261K – – –
CAG
1707
Crestwood Advisors Group
Massachusetts
$260K -$22K -337 -8%
BFPW
1708
BOK Financial Private Wealth
Colorado
$259K +$1.76K +27 +0.7%
AWM
1709
Affinity Wealth Management
Delaware
$259K +$250K +3,834 New
TC
1710
Telemus Capital
Michigan
$258K -$89.2K -1,366 -26%
IIC
1711
Ironwood Investment Counsel
Arizona
$258K -$26K -398 -9%
FCMC
1712
Founders Capital Management (Connecticut)
Connecticut
$258K -$3.07K -47 -1%
JFA
1713
JNBA Financial Advisors
Minnesota
$258K – – –
GWS
1714
Glassman Wealth Services
Virginia
$256K – – –
AA
1715
Apriem Advisors
California
$256K +$10.5K +161 +4%
NEPPG
1716
New England Professional Planning Group
Rhode Island
$254K – – –
IIM
1717
Ironwood Investment Management
Massachusetts
$252K – – –
CC
1718
Cornerstone Capital
California
$252K +$242K +3,712 New
VHAM
1719
Van Hulzen Asset Management
California
$248K -$116K -1,778 -33%
UAS
1720
United Asset Strategies
New York
$248K -$25.7K -394 -10%
FNBOH
1721
First National Bank of Hutchinson
Kansas
$248K – – –
MKC
1722
M. Kraus & Co
Vermont
$247K – – –
RMC
1723
Regis Management Company
California
$247K – – –
WA
1724
WealthTrust Axiom
Pennsylvania
$243K – – –
EAM
1725
Evanson Asset Management
California
$243K +$234K +3,585 New
67 68
69
70 71