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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Cranbrook Wealth Management
Michigan
$187K – – –
FMP
1802
Financial Management Professionals
Texas
$185K – – –
VNA
1803
Valley National Advisers
Pennsylvania
$185K +$2.75K +47 +2%
VIMU
1804
Veritas Investment Management (UK)
United Kingdom
$179K – – –
CYG
1805
Clean Yield Group
Vermont
$179K +$167K +2,856 New
VCM
1806
Versant Capital Management
Arizona
$175K -$7.83K -134 -4%
BL
1807
Balentine LLC
Georgia
$175K – – –
FPFS
1808
First Personal Financial Services
North Carolina
$166K +$46.6K +798 +40%
CFA
1809
CT Financial Advisors
Pennsylvania
$163K – – –
GAM
1810
Gemmer Asset Management
California
$161K -$2.45K -42 -2%
LOCC
1811
Lombard Odier & Cie (Canada)
Quebec, Canada
$161K – – –
BBPWM
1812
Blue Bell Private Wealth Management
Pennsylvania
$161K +$43.2K +740 +37%
SI
1813
Sentry Investments
Ontario, Canada
$160K +$18M +307,500 +13%
BC
1814
Barnett & Company
Tennessee
$156K +$154K +2,629 New
DLHL
1815
Donald L. Hagan LLC
Florida
$154K +$152K +2,599 New
PAM
1816
PT Asset Management
Illinois
$154K +$152K +2,600 New
SIG
1817
Stanford Investment Group
California
$149K – – –
CFS
1818
Commonwealth Financial Services
West Virginia
$146K -$103K -1,757 -42%
LOT
1819
Lombard Odier Transatlantic
Quebec, Canada
$141K -$73K -1,250 -34%
SC
1820
SRB Corp
Massachusetts
$141K +$12.4K +213 +10%
AF
1821
Allworth Financial
California
$139K +$4.44K +76 +3%
ACM
1822
Argentus Capital Management
Texas
$137K -$62.1K -1,063 -31%
PFS
1823
Physicians Financial Services
North Carolina
$128K +$10.7K +184 +9%
RFA
1824
Reilly Financial Advisors
California
$120K -$16.4K -281 -12%
DPA
1825
Delphi Private Advisors
California
$119K +$9.46K +162 +9%
71 72
73
74 75