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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOT
1801
Lombard Odier Transatlantic
Quebec, Canada
$242K – – –
VHAM
1802
Van Hulzen Asset Management
California
$242K – – –
HPIA
1803
Hamilton Point Investment Advisors
North Carolina
$240K – – –
MKC
1804
M. Kraus & Co
Vermont
$240K – – –
CAM
1805
Concorde Asset Management
Michigan
$240K +$236K +3,617 New
SHWM
1806
Smith & Howard Wealth Management
Georgia
$239K +$3.13K +48 +1%
CC
1807
Cipher Capital
New York
$237K -$1.68M -25,767 -88%
BWM
1808
Baystate Wealth Management
Massachusetts
$237K -$3.13K -48 -1%
WA
1809
WealthTrust Axiom
Pennsylvania
$237K – – –
WI
1810
Wedgewood Investors
Pennsylvania
$230K +$13K +200 +6%
LCOV
1811
London Company of Virginia
Virginia
$228K +$5.14K +79 +2%
VCP
1812
Vista Capital Partners
Oregon
$226K – – –
VC
1813
Vicus Capital
Pennsylvania
$226K +$9.05K +139 +4%
TA
1814
Teton Advisors
New York
$225K – – –
HHAM
1815
HITE Hedge Asset Management
Massachusetts
$224K – – –
ACM
1816
Argentus Capital Management
Texas
$223K -$59.9K -920 -21%
UBV
1817
United Bank (Virginia)
Virginia
$223K +$220K +3,373 New
NPPM
1818
North Point Portfolio Managers
Ohio
$222K – – –
WRM
1819
Weybosset Research & Management
Rhode Island
$222K – – –
PV
1820
Private Vista
Illinois
$222K +$260K +3,999 New
GWS
1821
Glassman Wealth Services
Virginia
$221K -$29K -445 -12%
WI
1822
WrapManager Inc
California
$221K +$218K +3,341 New
HKIM
1823
Hayek Kallen Investment Management
Alabama
$220K +$1.17K +18 +0.5%
SCM
1824
Summit Capital Management
Washington
$220K +$217K +3,333 New
NIA
1825
Northstar Investment Advisors
Colorado
$220K +$217K +3,336 New
71 72
73
74 75