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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1776
NewSquare Capital
Pennsylvania
$29K – – –
CG
1777
Cleary Gull
Wisconsin
$27K +$26.6K +450 New
YL
1778
YCG LLC
Texas
$24K – – –
UB
1779
UMB Bank
Missouri
$22.2K +$365K +6,156 +2%
FNBOO
1780
First National Bank of Omaha
Nebraska
$21.4K +$1.64M +27,657 +9%
IF
1781
Ironwood Financial
Arizona
$21K -$592 -10 -3%
UFA
1782
US Financial Advisors
Massachusetts
$21K – – –
TJHA
1783
Thomas J. Herzfeld Advisors
Florida
$20K +$9.06K +153 +90%
RPG
1784
Risk Paradigm Group
Texas
$18.2K +$17.8K +300 New
EMA
1785
Efficient Market Advisors
California
$18K – – –
SAM
1786
Solaris Asset Management
New York
$18K – – –
DA
1787
Dunvegan Associates
California
$16K – – –
SCP
1788
Syntal Capital Partners
Texas
$15K +$15.5K +262 New
PO
1789
Private Ocean
California
$12K +$11.8K +200 New
TIM
1790
Tortoise Investment Management
New York
$10K -$33.5K -566 -77%
AT
1791
Arden Trust
Delaware
$9.81K +$3.21M +54,246 +50%
TCM
1792
TD Capital Management
Tennessee
$7K -$20.1K -339 -76%
OSAM
1793
O'Shaughnessy Asset Management
Connecticut
$7K +$4.09K +69 +160%
DW
1794
Domani Wealth
Pennsylvania
$5.44K +$19.5K +329 New
IMS
1795
Index Management Solutions
Pennsylvania
$5K -$59.9K -1,012 -93%
AH
1796
Achievement Holdings
Illinois
$4.19K -$56.3M -950,900 -93%
BWFA
1797
Baltimore-Washington Financial Advisors
Maryland
$4K -$888 -15 -21%
RBC
1798
Roble Belko & Company
Pennsylvania
$4K +$3.61K +61 New
CFA
1799
Camarda Financial Advisors
Florida
$3K -$71.1K -1,200 -97%
BCMIO
1800
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
70 71
72
73 74