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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1801
Nottingham Advisors
New York
$206K – – –
WI
1802
Wedgewood Investors
Pennsylvania
$206K – – –
KFS
1803
Kurt F. Somerville
$203K -$58.4K -1,000 -23%
SFS
1804
Summit Financial Strategies
Ohio
$203K -$20.8K -357 -9%
SCA
1805
Salient Capital Advisors
Texas
$202K -$20K -342 -9%
HHAM
1806
HITE Hedge Asset Management
Massachusetts
$201K – – –
TA
1807
Teton Advisors
New York
$201K – – –
VHAM
1808
Van Hulzen Asset Management
California
$199K -$17.5K -300 -8%
GWS
1809
Glassman Wealth Services
Virginia
$198K – – –
FWM
1810
Focused Wealth Management
New York
$188K -$65.9K -1,128 -26%
CWM
1811
Cranbrook Wealth Management
Michigan
$187K – – –
FMP
1812
Financial Management Professionals
Texas
$185K – – –
VNA
1813
Valley National Advisers
Pennsylvania
$185K +$2.75K +47 +2%
VIMU
1814
Veritas Investment Management (UK)
United Kingdom
$179K – – –
CYG
1815
Clean Yield Group
Vermont
$179K +$167K +2,856 New
VCM
1816
Versant Capital Management
Arizona
$175K -$7.83K -134 -4%
BL
1817
Balentine LLC
Georgia
$175K – – –
FPFS
1818
First Personal Financial Services
North Carolina
$166K +$46.6K +798 +40%
CFA
1819
CT Financial Advisors
Pennsylvania
$163K – – –
GAM
1820
Gemmer Asset Management
California
$161K -$2.45K -42 -2%
LOCC
1821
Lombard Odier & Cie (Canada)
Quebec, Canada
$161K – – –
BBPWM
1822
Blue Bell Private Wealth Management
Pennsylvania
$161K +$43.2K +740 +37%
BC
1823
Barnett & Company
Tennessee
$156K +$154K +2,629 New
DLHL
1824
Donald L. Hagan LLC
Florida
$154K +$152K +2,599 New
PAM
1825
PT Asset Management
Illinois
$154K +$152K +2,600 New
71 72
73
74 75