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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1751
CT Financial Advisors
Pennsylvania
$168K – – –
LOCC
1752
Lombard Odier & Cie (Canada)
Quebec, Canada
$165K -$393K -6,000 -69%
MCM
1753
MV Capital Management
Maryland
$160K +$35.6K +544 +26%
DLHL
1754
Donald L. Hagan LLC
Florida
$152K +$163K +2,493 New
HF
1755
Hoxton Financial
West Virginia
$149K +$13.1K +200 +9%
FMA
1756
FNY Managed Accounts
New York
$148K +$78.6K +1,200 +98%
SC
1757
SRB Corp
Massachusetts
$148K +$14.6K +223 +10%
RFA
1758
Reilly Financial Advisors
California
$138K +$20.2K +308 +16%
CFSG
1759
Community Financial Services Group
Vermont
$132K – – –
TSU
1760
TD Securities (USA)
New York
$129K -$98.3M -1,500,860 -100%
HTHT
1761
Hemenway Trust Hemenway Trust
New Hampshire
$122K – – –
MSFP
1762
Mark Sheptoff Financial Planning
Connecticut
$122K +$25.8K +394 +24%
BBPWM
1763
Blue Bell Private Wealth Management
Pennsylvania
$121K – – –
TCM
1764
Tradewinds Capital Management
Washington
$118K -$917 -14 -0.7%
LWA
1765
Lenox Wealth Advisors
New York
$117K +$32.9K +502 +35%
PCTC
1766
Perkins Coie Trust Company
Washington
$116K -$23.9K -365 -16%
KLWA
1767
Kelly Lawrence W & Associates
California
$110K – – –
SGC
1768
South Georgia Capital
Illinois
$106K -$111K -1,700 -50%
TCM
1769
Tanaka Capital Management
New York
$105K – – –
AWS
1770
Aris Wealth Services
Pennsylvania
$101K -$816K -12,458 -88%
HCP
1771
Holt Capital Partners
Texas
$99K – – –
HCM
1772
Horrell Capital Management
Arkansas
$96K – – –
CAL
1773
Capital Advisors Ltd
Ohio
$89K -$34.7K -530 -27%
Twin Tree Management
1774
Twin Tree Management
Texas
$86K -$1.9M -29,067 -95%
MUS
1775
Mitsubishi UFJ Securities
Japan
$84K -$12.4K -190 -12%