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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1726
Smith & Howard Wealth Management
Georgia
$242K – – –
QCM
1727
Quadrant Capital Management
New Jersey
$241K +$232K +3,551 New
SAS
1728
Spectrum Advisory Services
Georgia
$239K +$11.5K +176 +5%
CL
1729
Croft-Leominster
Maryland
$237K – – –
CRC
1730
Curi RMB Capital
Illinois
$237K +$228K +3,496 New
SGC
1731
South Georgia Capital
Illinois
$233K -$91.4K -1,400 -29%
MIC
1732
Meridian Investment Counsel
California
$233K – – –
VCP
1733
Vista Capital Partners
Oregon
$232K +$224K +3,430 New
HHAM
1734
HITE Hedge Asset Management
Massachusetts
$230K -$24.2K -370 -10%
TA
1735
Teton Advisors
New York
$230K – – –
ACM
1736
Alta Capital Management
Utah
$229K +$221K +3,389 New
NPPM
1737
North Point Portfolio Managers
Ohio
$228K -$9.79K -150 -4%
WRM
1738
Weybosset Research & Management
Rhode Island
$228K +$220K +3,366 New
TFF
1739
The Family Firm
Maryland
$228K +$220K +3,370 New
PCMK
1740
Paragon Capital Management (Kansas)
Kansas
$226K – – –
DSAM
1741
Dock Street Asset Management
Florida
$225K -$65.3K -1,000 -23%
CCMD
1742
Cypress Capital Management (Delaware)
Delaware
$225K +$217K +3,322 New
FMP
1743
Financial Management Professionals
Texas
$223K -$20.8K -319 -9%
WI
1744
Wedgewood Investors
Pennsylvania
$223K +$214K +3,284 New
UBV
1745
United Bank (Virginia)
Virginia
$222K +$214K +3,273 New
AMG
1746
Asset Management Group
Connecticut
$222K +$214K +3,274 New
SIG
1747
Stanford Investment Group
California
$221K – – –
TBA
1748
Train Babcock Advisors
New York
$220K +$212K +3,250 New
RIA
1749
Regal Investment Advisors
Michigan
$219K -$25.5K -391 -11%
VNA
1750
Valley National Advisers
Pennsylvania
$219K +$522 +8 +0.2%
68 69
70
71 72