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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1851
Exencial Wealth Advisors
Oklahoma
$866K -$42.4K -419 -5%
BCM
1852
Bienville Capital Management
New York
$866K +$1.82K +18 +0.2%
IWC
1853
Integrated Wealth Concepts
Massachusetts
$864K +$807K +7,967 New
PSC
1854
Prentiss Smith & Co
Vermont
$858K +$770K +7,600 +1,810%
ACM
1855
Armbruster Capital Management
New York
$857K -$1.72K -17 -0.2%
HA
1856
Harbor Advisors
Florida
$856K – – –
FPCP
1857
Fort Point Capital Partners
California
$855K +$360K +3,560 +80%
LI
1858
Lafayette Investments
Maryland
$846K +$4.05K +40 +0.5%
KSA
1859
Ken Stern & Associates
California
$845K -$26.3K -260 -3%
UAS
1860
United Asset Strategies
New York
$835K +$790K +7,805 New
WIC
1861
Wilkins Investment Counsel
Massachusetts
$829K -$547K -5,400 -41%
AIA
1862
Allegis Investment Advisors
Idaho
$827K -$117K -1,151 -13%
PCM
1863
Perritt Capital Management
Illinois
$824K – – –
UIA
1864
UBP Investment Advisors
Switzerland
$824K +$780K +7,702 New
WC
1865
Whitnell & Co
Illinois
$821K -$9.82K -97 -1%
BCA
1866
Berman Capital Advisors
Georgia
$815K +$772K +7,621 New
SIM
1867
Sonora Investment Management
Arizona
$815K +$21.7K +214 +3%
SLF
1868
Sun Life Financial
Ontario, Canada
$814K -$1.85M -18,233 -71%
CCM
1869
CrestPoint Capital Management
Missouri
$813K -$1.02M -10,100 -57%
VI
1870
Versor Investments
New York
$813K +$770K +7,600 New
MCA
1871
Mercer Capital Advisers
New Jersey
$811K – – –
FNBSF
1872
First National Bank Sioux Falls
South Dakota
$807K -$59.6K -589 -7%
LFM
1873
Lumina Fund Management
New York
$802K +$759K +7,500 New
DAM
1874
Diamant Asset Management
Connecticut
$796K +$753K +7,441 New
EAM
1875
Evanson Asset Management
California
$794K +$147K +1,453 +24%
73 74
75
76 77