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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1751
Mogy Joel R Investment Counsel
California
$547K – – –
FAM
1752
Fortaleza Asset Management
Illinois
$546K -$356K -4,675 -42%
PG
1753
Proffitt & Goodson
Tennessee
$541K +$41.9K +550 +10%
PL
1754
Plancorp LLC
Missouri
$538K +$475K +6,223 New
PFO
1755
Pathstone Family Office
New Jersey
$537K +$376K +4,932 +351%
CCMW
1756
Cypress Capital Management (Wyoming)
Wyoming
$535K -$8.01K -105 -2%
PRCM
1757
Pine River Capital Management
Minnesota
$535K -$374K -4,900 -44%
SIC
1758
SFE Investment Counsel
California
$534K -$55.3K -725 -10%
MCA
1759
Morris Capital Advisors
Pennsylvania
$533K +$6.79K +89 +1%
NFP
1760
Narus Financial Partners
Utah
$531K +$469K +6,151 New
CAM
1761
Covenant Asset Management
New Jersey
$530K +$468K +6,140 New
MIC
1762
Meridian Investment Counsel
California
$528K – – –
BFA
1763
Beaumont Financial Advisors
Massachusetts
$527K -$14K -183 -3%
AIA
1764
Allegis Investment Advisors
Idaho
$525K -$19.2K -252 -4%
UAS
1765
United Asset Strategies
New York
$524K -$9.53K -125 -2%
RA
1766
RFG Advisory
Alabama
$524K – – –
AP
1767
Atwood & Palmer
Missouri
$523K – – –
SAM
1768
SignalPoint Asset Management
Missouri
$520K +$3.81K +50 +0.8%
ACP
1769
Aveo Capital Partners
Colorado
$519K +$458K +6,012 New
BCM
1770
Bayesian Capital Management
New York
$518K +$458K +6,000 New
AF
1771
Aldebaran Financial
$517K -$228K -2,996 -33%
OWP
1772
Obermeyer Wealth Partners
Colorado
$508K – – –
PIM
1773
Provident Investment Management
Michigan
$506K – – –
ACM
1774
Aviance Capital Management
Florida
$505K -$1.32M -17,261 -75%
BA
1775
Broadview Advisors
Wisconsin
$505K – – –
69 70
71
72 73