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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
1926
Weybosset Research & Management
Rhode Island
$291K – – –
VHAM
1927
Van Hulzen Asset Management
California
$290K – – –
RWMH
1928
Riverpoint Wealth Management Holdings
Illinois
$289K +$264K +3,465 New
NG
1929
Northstar Group
New York
$287K +$458 +6 +0.2%
KP
1930
Keel Point
Alabama
$287K +$254K +3,329 New
PRS
1931
Pinkerton Retirement Specialists
Idaho
$286K -$3.2K -42 -1%
EIA
1932
Edgemoor Investment Advisors
Maryland
$283K -$32.6K -427 -12%
LCP
1933
Legacy Capital Partners
Wisconsin
$282K +$249K +3,260 New
MCM
1934
Millie Capital Management
California
$280K – – –
RT
1935
Reliance Trust
Georgia
$280K – – –
CWM
1936
CMH Wealth Management
New Hampshire
$277K +$252K +3,300 New
EP
1937
Elkhorn Partners
Nebraska
$276K -$252K -3,300 -51%
GS
1938
Girard Securities
California
$276K +$244K +3,195 New
HC
1939
Hourglass Capital
Texas
$276K +$244K +3,200 New
AMG
1940
Asset Management Group
Connecticut
$275K +$1.68K +22 +0.7%
WI
1941
Wedgewood Investors
Pennsylvania
$271K -$22.9K -300 -9%
CYG
1942
Clean Yield Group
Vermont
$270K +$20.6K +270 +9%
WI
1943
WrapManager Inc
California
$269K -$991 -13 -0.4%
AIA
1944
AIMZ Investment Advisors
California
$268K – – –
CAS
1945
Cue Advisory Services
Arizona
$268K +$237K +3,102 New
TCOO
1946
Trust Company of Oklahoma
Oklahoma
$267K – – –
SCA
1947
Salient Capital Advisors
Texas
$266K -$77.2K -1,012 -25%
AIP
1948
Almanack Investment Partners
Pennsylvania
$266K +$235K +3,077 New
AIS
1949
American Investment Services
Massachusetts
$264K +$234K +3,063 New
GLA
1950
Good Life Advisors
Pennsylvania
$263K +$231K +3,030 New
76 77
78
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