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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1901
Blueport Capital
Texas
$371K – – –
CCM
1902
Cribstone Capital Management
Maine
$371K +$19.6K +222 +5%
RG
1903
Rikoon Group
New Mexico
$369K +$38.5K +436 +12%
MSE
1904
MUFG Securities EMEA
United Kingdom
$367K +$369K +4,179 New
PCA
1905
Private Capital Advisors
Connecticut
$363K -$3.3M -37,350 -90%
EA
1906
Elm Advisors
California
$363K +$35.3K +400 +11%
BJ
1907
Brouwer & Janachowski
California
$363K +$97.2K +1,102 +36%
IIM
1908
Ironwood Investment Management
Massachusetts
$362K – – –
MA
1909
Marshwinds Advisory
Georgia
$361K +$13.8K +156 +4%
CCM
1910
Carlson Capital Management
Minnesota
$359K +$4.15K +47 +1%
RSVP
1911
Ramsay Stattman Vela & Price
Colorado
$358K – – –
FAN
1912
Financial Advisors Network
California
$355K -$11.2K -127 -3%
SWK
1913
Stephen W. Kidder
$354K -$8.38K -95 -2%
FC
1914
Financial Consulate
Maryland
$354K +$12.4K +140 +4%
HCM
1915
Harvey Capital Management
Florida
$351K – – –
HF
1916
HRT Financial
New York
$351K +$43.1K +488 +14%
CL
1917
Croft-Leominster
Maryland
$351K +$353K +4,000 New
IWA
1918
Intercontinental Wealth Advisors
Texas
$350K -$1.32K -15 -0.4%
BCM
1919
Baltimore Capital Management
Maryland
$348K +$349K +3,960 New
PCP
1920
Proficio Capital Partners
Massachusetts
$347K -$3.3M -37,430 -90%
SIM
1921
Sadoff Investment Management
Wisconsin
$345K -$3.09K -35 -0.9%
SFS
1922
Summit Financial Strategies
Ohio
$344K -$1.59K -18 -0.5%
GC
1923
Gilbert & Cook
Iowa
$342K -$17.5K -198 -5%
CHP
1924
Cable Hill Partners
Oregon
$341K -$78.9K -894 -19%
PAG
1925
Pinnacle Advisory Group
Maryland
$340K -$156K -1,763 -31%