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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1926
Hunter Associates Investment Management
Pennsylvania
$746K – – –
KIC
1927
Keating Investment Counselors
Florida
$746K – – –
ADBIC
1928
A.D. Beadell Investment Counsel
Wisconsin
$745K – – –
BCM
1929
Breiter Capital Management
Florida
$743K +$89K +786 +13%
WSL
1930
Western Standard LLC
California
$742K -$62.3K -550 -8%
RW
1931
REDW Wealth
New Mexico
$742K -$61.5K -543 -7%
NED
1932
Nancy E. Dempze
$741K -$11.3K -100 -1%
RHAM
1933
Round Hill Asset Management
California
$739K -$8.27K -73 -1%
PCAP
1934
Pratt Collard Advisory Partners
New York
$735K – – –
IIM
1935
Ironwood Investment Management
Massachusetts
$733K – – –
PFS
1936
Physicians Financial Services
North Carolina
$728K +$763K +6,737 New
NCM
1937
Northside Capital Management
Oregon
$727K +$24.3K +215 +3%
JFGLC
1938
Johnson Financial Group LLC (Colorado)
Colorado
$726K -$186K -1,644 -20%
TIM
1939
Tortoise Investment Management
New York
$726K -$22.6K -200 -3%
GSBTD
1940
Glenview State Bank Trust Department
Illinois
$726K – – –
DCM
1941
Driehaus Capital Management
Illinois
$725K +$288K +2,544 +63%
SIC
1942
SFE Investment Counsel
California
$724K -$7.47K -66 -1%
BFG
1943
Beacon Financial Group
Texas
$722K +$68K +601 +10%
BWM
1944
Baystate Wealth Management
Massachusetts
$722K +$546K +4,823 +286%
LP
1945
LMR Partners
United Kingdom
$721K – – –
AIM
1946
Arcadia Investment Management
Michigan
$718K – – –
STMM
1947
South Texas Money Management
Texas
$716K +$18.3K +162 +3%
AIA
1948
Allegis Investment Advisors
Idaho
$713K -$142K -1,253 -16%
HI
1949
Harrington Investments
California
$712K – – –
LCM
1950
LVM Capital Management
Michigan
$712K +$2.38K +21 +0.3%
76 77
78
79 80