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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LFM
1926
Lumina Fund Management
New York
$962K
WGA
1927
Weather Gauge Advisory
Virginia
$961K +$2.58K +25 +0.3%
GLI
1928
Guardian Life Insurance
New York
$956K -$7.93K -77 -0.8%
BEC
1929
Blue Edge Capital
Virginia
$956K -$429K -4,169 -31%
CAW
1930
Cornerstone Advisors (Washington)
Washington
$954K -$60.8K -590 -6%
CA
1931
Cambridge Advisors
Nebraska
$954K -$22.9K -222 -2%
HFA
1932
High Falls Advisors
New York
$951K +$3.19K +31 +0.3%
AWM
1933
AllSquare Wealth Management
New York
$949K -$20.6K -200 -2%
Kayne Anderson Rudnick Investment Management
1934
Kayne Anderson Rudnick Investment Management
California
$945K +$6.49K +63 +0.7%
PWAG
1935
Polaris Wealth Advisory Group
California
$944K -$155K -1,502 -14%
FDS
1936
First Dallas Securities
Texas
$937K -$41.2K -400 -4%
DI
1937
DAGCO Inc
Ohio
$936K -$2.58K -25 -0.3%
BCM
1938
Bienville Capital Management
New York
$936K +$515 +5 +0.1%
TAM
1939
Trillium Asset Management
Massachusetts
$934K -$157K -1,528 -14%
DCM
1940
Dimension Capital Management
Florida
$933K
PV
1941
Private Vista
Illinois
$932K -$65.3K -634 -6%
SCP
1942
Syntal Capital Partners
Texas
$932K +$112K +1,086 +13%
FFSOTS
1943
Fiduciary Financial Services of The Southwest
Texas
$931K -$505K -4,899 -35%
PCM
1944
Poehling Capital Management
Wisconsin
$919K
WA
1945
Wheatland Advisors
Pennsylvania
$919K
MSAM
1946
Moloney Securities Asset Management
Missouri
$915K +$37K +359 +4%
AIS
1947
AlphaOne Investment Services
Pennsylvania
$911K -$1.28M -12,400 -58%
KIA
1948
Kopp Investment Advisors
Minnesota
$904K -$11K -107 -1%
AA
1949
Alesco Advisors
New York
$904K +$11.9K +116 +1%
AWS
1950
AJ Wealth Strategies
New York
$901K +$29.5K +286 +3%