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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1701
Bender Robert & Associates
California
$308K -$10.6K -170 -3%
RVPG
1702
Relative Value Partners Group
$308K – – –
MCM
1703
MV Capital Management
Maryland
$308K +$33.9K +543 +12%
SWK
1704
Stephen W. Kidder
$307K +$34.7K +555 +13%
WG
1705
Welch Group
Alabama
$306K -$21.4K -342 -6%
QCMC
1706
Quantum Capital Management (California)
California
$305K -$45.4K -727 -13%
ACA
1707
Anchor Capital Advisors
Massachusetts
$305K -$10.9K -175 -3%
EBSAM
1708
Eubel Brady & Suttman Asset Management
Ohio
$305K -$8.43K -135 -3%
PG
1709
Proffitt & Goodson
Tennessee
$302K – – –
VIA
1710
Vantage Investment Advisors
Pennsylvania
$302K +$625 +10 +0.2%
UAS
1711
United Asset Strategies
New York
$301K +$20.2K +324 +7%
DWM
1712
Destination Wealth Management
California
$301K +$35.5K +568 +13%
LRIC
1713
Long Road Investment Counsel
Michigan
$300K – – –
DAS
1714
Dynamic Advisor Solutions
Arizona
$298K -$44.2K -707 -13%
CRCP
1715
Copper Rock Capital Partners
Massachusetts
$295K +$297K +4,753 New
B
1716
Bellecapital
Switzerland
$293K – – –
MTC
1717
McDaniel Terry & Co
Texas
$293K +$294K +4,710 New
SIM
1718
Sadoff Investment Management
Wisconsin
$290K – – –
FPFS
1719
First Personal Financial Services
North Carolina
$288K +$115K +1,836 +66%
LI
1720
LVZ Inc
Michigan
$287K – – –
IT
1721
Independence Trust
Tennessee
$285K – – –
ACM
1722
Alethea Capital Management
Washington
$280K +$31.2K +500 +13%
RCA
1723
Rex Capital Advisors
Rhode Island
$278K -$194K -3,099 -41%
PRHC
1724
P.R. Herzig & Co
New York
$278K – – –
WA
1725
Waverly Advisors
Alabama
$278K +$13.4K +215 +5%
67 68
69
70 71