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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
1901
Oak Ridge Investments
Illinois
$951K – – –
CCM
1902
Community Capital Management
Florida
$951K +$1.04M +9,742 New
PAMG
1903
Patton Albertson Miller Group
Tennessee
$948K -$17.7K -166 -2%
CAM
1904
ClariVest Asset Management
California
$948K -$4.47K -42 -0.4%
TI
1905
Tidal Investments
Wisconsin
$945K +$1.03M +9,683 New
LFM
1906
Lumina Fund Management
New York
$943K +$1.01M +9,500 New
SC
1907
Sepio Capital
Utah
$943K +$1.03M +9,660 New
NP
1908
Ninepoint Partners
Ontario, Canada
$942K -$229K -2,154 -18%
FDS
1909
First Dallas Securities
Texas
$942K +$47.9K +450 +5%
CA
1910
Cambridge Advisors
Nebraska
$942K +$293K +2,754 +40%
CMI
1911
Clare Market Investments
Texas
$940K +$1.03M +9,628 New
RL
1912
Ruffer LLP
United Kingdom
$937K -$2.21M -20,704 -68%
PFC
1913
Phocas Financial Corp
California
$937K -$51.1K -480 -5%
SRSA
1914
S.R. Schill & Associates
Washington
$937K -$15.3K -144 -1%
CMANY
1915
Capital Management Associates (New York)
New York
$935K +$1.02M +9,575 New
JIP
1916
Jaffetilchin Investment Partners
Florida
$934K -$525K -4,924 -34%
AWM
1917
AllSquare Wealth Management
New York
$934K -$82.5K -774 -7%
W
1918
Wealthquest
Ohio
$934K +$1.02M +9,569 New
PC
1919
PhiloSmith Capital
Connecticut
$932K – – –
AIM
1920
Acropolis Investment Management
Missouri
$932K +$44.4K +417 +5%
GLI
1921
Guardian Life Insurance
New York
$929K +$2.56K +24 +0.3%
BCP
1922
Berkeley Capital Partners
Georgia
$926K +$470K +4,409 +87%
VIM
1923
Vista Investment Management
Pennsylvania
$925K -$10.7K -100 -1%
WGA
1924
Weather Gauge Advisory
Virginia
$924K +$1.01M +9,465 New
IWC
1925
Integrated Wealth Concepts
Massachusetts
$923K +$118K +1,111 +13%
75 76
77
78 79