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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1826
Stanford Investment Group
California
$149K – – –
CFS
1827
Commonwealth Financial Services
West Virginia
$146K -$103K -1,757 -42%
LOT
1828
Lombard Odier Transatlantic
Quebec, Canada
$141K -$73K -1,250 -34%
SC
1829
SRB Corp
Massachusetts
$141K +$12.4K +213 +10%
AF
1830
Allworth Financial
California
$139K +$4.44K +76 +3%
ACM
1831
Argentus Capital Management
Texas
$137K -$62.1K -1,063 -31%
PFS
1832
Physicians Financial Services
North Carolina
$128K +$10.7K +184 +9%
RFA
1833
Reilly Financial Advisors
California
$120K -$16.4K -281 -12%
DPA
1834
Delphi Private Advisors
California
$119K +$9.46K +162 +9%
JGIA
1835
Jackson Grant Investment Advisers
Connecticut
$118K +$23.7K +405 +25%
PCTC
1836
Perkins Coie Trust Company
Washington
$116K +$3.68K +63 +3%
PCC
1837
Park Circle Company
Maryland
$113K +$35K +600 +46%
WA
1838
Winfield Associates
Ohio
$109K +$38K +650 +54%
SGAM
1839
Smith Group Asset Management
Texas
$108K +$28.4K +486 +37%
TIM
1840
Tortoise Investment Management
New York
$107K +$95.9K +1,642 +972%
AIM
1841
Acrospire Investment Management
Illinois
$107K +$105K +1,800 New
TCM
1842
Tradewinds Capital Management
Washington
$103K -$3.45K -59 -3%
TCM
1843
Tanaka Capital Management
New York
$102K – – –
VCM
1844
Vigilant Capital Management
Maine
$101K -$8.06K -138 -7%
MWM
1845
MinichMacGregor Wealth Management
New York
$101K +$6.07K +104 +6%
HCP
1846
Holt Capital Partners
Texas
$96K +$94.6K +1,620 New
SEC
1847
Seven Eight Capital
New York
$95K +$93.4K +1,600 New
RFWA
1848
RPg Family Wealth Advisory
Massachusetts
$94.2K +$61.6K +1,055 +197%
HCM
1849
Horrell Capital Management
Arkansas
$93K – – –
TFO
1850
Tarbox Family Office
California
$84K +$1.99K +34 +2%
72 73
74
75 76