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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1701
Lucas Capital Management
New Jersey
$313K -$25.7K -412 -8%
BHA
1702
Beech Hill Advisors
New York
$312K – – –
HPWM
1703
Highland Private Wealth Management
Washington
$310K -$812 -13 -0.3%
CHP
1704
Cable Hill Partners
Oregon
$309K -$2.5K -40 -0.8%
PCMC
1705
Paragon Capital Management (Colorado)
Colorado
$309K – – –
EAM
1706
Evanson Asset Management
California
$309K +$1.12K +18 +0.4%
BRA
1707
Bender Robert & Associates
California
$308K -$10.6K -170 -3%
RVPG
1708
Relative Value Partners Group
$308K – – –
MCM
1709
MV Capital Management
Maryland
$308K +$33.9K +543 +12%
SWK
1710
Stephen W. Kidder
$307K +$34.7K +555 +13%
WG
1711
Welch Group
Alabama
$306K -$21.4K -342 -6%
QCMC
1712
Quantum Capital Management (California)
California
$305K -$45.4K -727 -13%
ACA
1713
Anchor Capital Advisors
Massachusetts
$305K -$10.9K -175 -3%
EBSAM
1714
Eubel Brady & Suttman Asset Management
Ohio
$305K -$8.43K -135 -3%
PG
1715
Proffitt & Goodson
Tennessee
$302K – – –
VIA
1716
Vantage Investment Advisors
Pennsylvania
$302K +$625 +10 +0.2%
UAS
1717
United Asset Strategies
New York
$301K +$20.2K +324 +7%
DWM
1718
Destination Wealth Management
California
$301K +$35.5K +568 +13%
LRIC
1719
Long Road Investment Counsel
Michigan
$300K – – –
DAS
1720
Dynamic Advisor Solutions
Arizona
$298K -$44.2K -707 -13%
CRCP
1721
Copper Rock Capital Partners
Massachusetts
$295K +$297K +4,753 New
B
1722
Bellecapital
Switzerland
$293K – – –
MTC
1723
McDaniel Terry & Co
Texas
$293K +$294K +4,710 New
SIM
1724
Sadoff Investment Management
Wisconsin
$290K – – –
FPFS
1725
First Personal Financial Services
North Carolina
$288K +$115K +1,836 +66%