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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
1726
Weybosset Research & Management
Rhode Island
$228K +$220K +3,366 New
TFF
1727
The Family Firm
Maryland
$228K +$220K +3,370 New
PCMK
1728
Paragon Capital Management (Kansas)
Kansas
$226K – – –
DSAM
1729
Dock Street Asset Management
Florida
$225K -$65.3K -1,000 -23%
CCMD
1730
Cypress Capital Management (Delaware)
Delaware
$225K +$217K +3,322 New
FMP
1731
Financial Management Professionals
Texas
$223K -$20.8K -319 -9%
WI
1732
Wedgewood Investors
Pennsylvania
$223K +$214K +3,284 New
UBV
1733
United Bank (Virginia)
Virginia
$222K +$214K +3,273 New
AMG
1734
Asset Management Group
Connecticut
$222K +$214K +3,274 New
SIG
1735
Stanford Investment Group
California
$221K – – –
TBA
1736
Train Babcock Advisors
New York
$220K +$212K +3,250 New
RIA
1737
Regal Investment Advisors
Michigan
$219K -$25.5K -391 -11%
VNA
1738
Valley National Advisers
Pennsylvania
$219K +$522 +8 +0.2%
NG
1739
Northstar Group
New York
$219K +$211K +3,237 New
VIMU
1740
Veritas Investment Management (UK)
United Kingdom
$218K – – –
TRCT
1741
Tower Research Capital (TRC)
New York
$217K +$65.3K +1,000 +45%
LI
1742
LVZ Inc
Michigan
$215K +$202K +3,099 New
RG
1743
Renaissance Group
Kentucky
$215K +$207K +3,177 New
EA
1744
Elm Advisors
California
$215K +$208K +3,180 New
CWM
1745
Cranbrook Wealth Management
Michigan
$214K -$120K -1,832 -37%
EWMCB
1746
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$213K -$28.9K -442 -12%
SRSA
1747
S.R. Schill & Associates
Washington
$213K +$205K +3,140 New
LCM
1748
LVM Capital Management
Michigan
$213K +$205K +3,144 New
RHBC
1749
R.H. Bluestein & Co
Michigan
$211K +$203K +3,110 New
TCOO
1750
Trust Company of Oklahoma
Oklahoma
$210K +$202K +3,100 New
68 69
70
71 72