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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWC
1801
First Washington Corp
Washington
$43K -$19.6K -300 -30%
UFA
1802
US Financial Advisors
Massachusetts
$41K +$32.5K +496 +292%
NC
1803
NewSquare Capital
Pennsylvania
$40K – – –
CF
1804
CenterStar Fund
Illinois
$39K – – –
TJHA
1805
Thomas J. Herzfeld Advisors
Florida
$39K +$20.7K +316 +98%
FPFS
1806
First Personal Financial Services
North Carolina
$34K +$3.6K +55 +11%
RPG
1807
Risk Paradigm Group
Texas
$33.2K +$16K +244 +81%
AFS
1808
Aft Forsyth & Sober
Florida
$32K – – –
IP
1809
Isthmus Partners
Wisconsin
$32K – – –
SFPIA
1810
Stevens First Principles Investment Advisors
California
$30K +$32.7K +500 New
CP
1811
Corbenic Partners
Pennsylvania
$29K – – –
YL
1812
YCG LLC
Texas
$28K +$30.3K +463 New
FNBOO
1813
First National Bank of Omaha
Nebraska
$21.1K +$470K +7,169 +2%
IF
1814
Ironwood Financial
Arizona
$21K – – –
EMA
1815
Efficient Market Advisors
California
$19K +$786 +12 +4%
SAM
1816
Solaris Asset Management
New York
$18K – – –
DA
1817
Dunvegan Associates
California
$16K – – –
SHJ
1818
Sharkey, Howes & Javer
Colorado
$16K +$16.5K +252 New
PIM
1819
Parasol Investment Management
Illinois
$15K – – –
SCP
1820
Syntal Capital Partners
Texas
$15K – – –
HMS
1821
Hanseatic Management Services
New Mexico
$12K -$616K -9,402 -98%
CIM
1822
Cambria Investment Management
California
$11K – – –
TIM
1823
Tortoise Investment Management
New York
$10K – – –
ST
1824
Spot Trading
Illinois
$10K +$11K +168 New
PFO
1825
Pathstone Family Office
New Jersey
$9K +$9.82K +150 New
71 72
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