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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1826
Clean Yield Group
Vermont
$177K – – –
GAM
1827
Gemmer Asset Management
California
$173K +$2.94K +47 +2%
LOCC
1828
Lombard Odier & Cie (Canada)
Quebec, Canada
$169K – – –
BC
1829
Barnett & Company
Tennessee
$163K – – –
SIG
1830
Stanford Investment Group
California
$161K +$5.31K +85 +3%
CCM
1831
Cutler Capital Management
Massachusetts
$155K -$375K -6,000 -71%
PFS
1832
Physicians Financial Services
North Carolina
$151K +$16.6K +265 +12%
BBPWM
1833
Blue Bell Private Wealth Management
Pennsylvania
$150K -$20K -320 -12%
LOT
1834
Lombard Odier Transatlantic
Quebec, Canada
$150K – – –
AF
1835
Allworth Financial
California
$148K +$1.94K +31 +1%
CLM
1836
ClearBridge LLC (Maryland)
Maryland
$144K +$145K +2,320 New
SC
1837
SRB Corp
Massachusetts
$139K -$9.49K -152 -6%
RFA
1838
Reilly Financial Advisors
California
$134K +$8.87K +142 +7%
PCTC
1839
Perkins Coie Trust Company
Washington
$134K +$12.5K +200 +10%
CFA
1840
CT Financial Advisors
Pennsylvania
$130K -$41.2K -660 -24%
VCM
1841
Vigilant Capital Management
Maine
$129K +$23.5K +376 +22%
ACM
1842
Argentus Capital Management
Texas
$127K -$17.6K -282 -12%
JGIA
1843
Jackson Grant Investment Advisers
Connecticut
$125K +$874 +14 +0.7%
CFS
1844
Commonwealth Financial Services
West Virginia
$124K -$29.2K -467 -19%
PCC
1845
Park Circle Company
Maryland
$118K – – –
WA
1846
Winfield Associates
Ohio
$113K -$1.75K -28 -2%
DPA
1847
Delphi Private Advisors
California
$109K -$15.6K -250 -12%
TCM
1848
Tanaka Capital Management
New York
$108K – – –
MWM
1849
MinichMacGregor Wealth Management
New York
$106K +$375 +6 +0.4%
BL
1850
Balentine LLC
Georgia
$104K -$80.8K -1,294 -44%
72 73
74
75 76