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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1701
JNBA Financial Advisors
Minnesota
$258K – – –
GWS
1702
Glassman Wealth Services
Virginia
$256K – – –
AA
1703
Apriem Advisors
California
$256K +$10.5K +161 +4%
NEPPG
1704
New England Professional Planning Group
Rhode Island
$254K – – –
IIM
1705
Ironwood Investment Management
Massachusetts
$252K – – –
CC
1706
Cornerstone Capital
California
$252K +$242K +3,712 New
VHAM
1707
Van Hulzen Asset Management
California
$248K -$116K -1,778 -33%
UAS
1708
United Asset Strategies
New York
$248K -$25.7K -394 -10%
FNBOH
1709
First National Bank of Hutchinson
Kansas
$248K – – –
MKC
1710
M. Kraus & Co
Vermont
$247K – – –
RMC
1711
Regis Management Company
California
$247K – – –
WA
1712
WealthTrust Axiom
Pennsylvania
$243K – – –
EAM
1713
Evanson Asset Management
California
$243K +$234K +3,585 New
SHWM
1714
Smith & Howard Wealth Management
Georgia
$242K – – –
QCM
1715
Quadrant Capital Management
New Jersey
$241K +$232K +3,551 New
SAS
1716
Spectrum Advisory Services
Georgia
$239K +$11.5K +176 +5%
CL
1717
Croft-Leominster
Maryland
$237K – – –
CRC
1718
Curi RMB Capital
Illinois
$237K +$228K +3,496 New
SGC
1719
South Georgia Capital
Illinois
$233K -$91.4K -1,400 -29%
MIC
1720
Meridian Investment Counsel
California
$233K – – –
VCP
1721
Vista Capital Partners
Oregon
$232K +$224K +3,430 New
HHAM
1722
HITE Hedge Asset Management
Massachusetts
$230K -$24.2K -370 -10%
TA
1723
Teton Advisors
New York
$230K – – –
ACM
1724
Alta Capital Management
Utah
$229K +$221K +3,389 New
NPPM
1725
North Point Portfolio Managers
Ohio
$228K -$9.79K -150 -4%
67 68
69
70 71