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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
1776
New England Professional Planning Group
Rhode Island
$221K -$27.6K -472 -11%
CC
1777
Cornerstone Capital
California
$221K +$1.34K +23 +0.6%
EIA
1778
Edgemoor Investment Advisors
Maryland
$219K -$156K -2,676 -42%
CPS
1779
Counsel Portfolio Services
Ontario, Canada
$219K -$99.3K -1,700 -31%
SS
1780
Simplicity Solutions
Minnesota
$216K -$1.97M -33,682 -90%
HPIA
1781
Hamilton Point Investment Advisors
North Carolina
$216K – – –
HIS
1782
Horizon Investment Services
Indiana
$215K -$5.07M -86,800 -96%
MKC
1783
M. Kraus & Co
Vermont
$215K – – –
LSA
1784
L & S Advisors
California
$213K -$9.67M -165,659 -98%
FAM
1785
Formidable Asset Management
Ohio
$212K -$8.76K -150 -4%
C
1786
CFO4Life
Texas
$208K -$806K -13,799 -80%
FWP
1787
FAS Wealth Partners
Kansas
$208K +$14.8K +253 +8%
YMRC
1788
Yorktown Management & Research Company
Virginia
$207K -$1.34M -23,000 -87%
MTIM
1789
Marathon Trading Investment Management
Pennsylvania
$206K -$134K -2,300 -40%
TFF
1790
The Family Firm
Maryland
$206K -$14.9K -255 -7%
NA
1791
Nottingham Advisors
New York
$206K – – –
WI
1792
Wedgewood Investors
Pennsylvania
$206K – – –
KFS
1793
Kurt F. Somerville
$203K -$58.4K -1,000 -23%
SFS
1794
Summit Financial Strategies
Ohio
$203K -$20.8K -357 -9%
SCA
1795
Salient Capital Advisors
Texas
$202K -$20K -342 -9%
HHAM
1796
HITE Hedge Asset Management
Massachusetts
$201K – – –
TA
1797
Teton Advisors
New York
$201K – – –
VHAM
1798
Van Hulzen Asset Management
California
$199K -$17.5K -300 -8%
GWS
1799
Glassman Wealth Services
Virginia
$198K – – –
FWM
1800
Focused Wealth Management
New York
$188K -$65.9K -1,128 -26%
70 71
72
73 74