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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1751
Thompson Davis & Co
Virginia
$125K -$75.5K -1,254 -39%
BBPWM
1752
Blue Bell Private Wealth Management
Pennsylvania
$123K – – –
PCTC
1753
Perkins Coie Trust Company
Washington
$117K – – –
BCB
1754
Brian C. Broderick
$116K – – –
KLWA
1755
Kelly Lawrence W & Associates
California
$113K +$108K +1,800 New
TCM
1756
Tanaka Capital Management
New York
$113K +$109K +1,810 New
VNA
1757
Valley National Advisers
Pennsylvania
$113K +$116K +1,931 New
MCM
1758
MV Capital Management
Maryland
$107K +$102K +1,702 New
F
1759
FolioMetrix
Nebraska
$102K +$113K +1,885 New
HCP
1760
Holt Capital Partners
Texas
$101K +$97.5K +1,620 New
P
1761
Palladiem
Pennsylvania
$94K +$90.3K +1,500 New
PIA
1762
Piedmont Investment Advisors
North Carolina
$92.6K -$5.39M -89,531 -98%
LWA
1763
Lenox Wealth Advisors
New York
$89K -$15.8K -262 -16%
CFSG
1764
Community Financial Services Group
Vermont
$89K +$5.36K +89 +7%
CAL
1765
Capital Advisors Ltd
Ohio
$86K +$4.75K +79 +6%
TFO
1766
Tarbox Family Office
California
$84K -$2.23K -37 -3%
PCC
1767
Park Circle Company
Maryland
$81K – – –
ICM
1768
Ionic Capital Management
New York
$81K +$78.2K +1,300 New
VCM
1769
Vigilant Capital Management
Maine
$80K – – –
CFA
1770
Camarda Financial Advisors
Florida
$78K +$72.2K +1,200 +2,791%
TCCM
1771
Timber Creek Capital Management
Massachusetts
$77K – – –
TCM
1772
Tradewinds Capital Management
Washington
$75K -$26.2K -436 -27%
MSFP
1773
Mark Sheptoff Financial Planning
Connecticut
$69K +$6.62K +110 +11%
IMS
1774
Index Management Solutions
Pennsylvania
$68K -$219K -3,645 -77%
AA
1775
AlphaMark Advisors
Kentucky
$67K -$1.02K -17 -2%
69 70
71
72 73