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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
Towercrest Capital Management
Pennsylvania
$303K -$88.2K -1,000 -22%
MBI
1952
Montrusco Bolton Investments
Quebec, Canada
$303K +$304K +3,447 New
KFS
1953
Kurt F. Somerville
$302K – – –
LCM
1954
LVM Capital Management
Michigan
$301K +$4.59K +52 +2%
HKIM
1955
Hayek Kallen Investment Management
Alabama
$300K +$1.32K +15 +0.4%
WRM
1956
Weybosset Research & Management
Rhode Island
$299K +$2.65K +30 +0.9%
HHAM
1957
HITE Hedge Asset Management
Massachusetts
$298K – – –
RWMH
1958
Riverpoint Wealth Management Holdings
Illinois
$297K – – –
KP
1959
Keel Point
Alabama
$296K +$3.18K +36 +1%
MFW
1960
Mosaic Family Wealth
Missouri
$295K -$44.1K -500 -13%
VHAM
1961
Van Hulzen Asset Management
California
$295K – – –
ZIG
1962
Zuckerman Investment Group
Illinois
$295K +$46.2K +524 +19%
CCA
1963
Conestoga Capital Advisors
Pennsylvania
$293K -$88.2K -1,000 -23%
JSL
1964
JT Stratford LLC
Georgia
$291K -$49.4K -560 -14%
WI
1965
Wedgewood Investors
Pennsylvania
$289K +$13.2K +150 +5%
BP
1966
BBR Partners
New York
$288K -$327K -3,709 -53%
EIA
1967
Edgemoor Investment Advisors
Maryland
$288K – – –
JGIA
1968
Jackson Grant Investment Advisers
Connecticut
$288K +$62.7K +711 +28%
MCM
1969
Millie Capital Management
California
$285K – – –
CC
1970
Cedar Capital
Illinois
$285K +$286K +3,240 New
CPA
1971
Clear Perspective Advisors
Illinois
$284K -$35.3K -400 -11%
WA
1972
WealthTrust Axiom
Pennsylvania
$283K -$2.96M -33,500 -91%
NWM
1973
Northwest Wealth Management
Iowa
$283K +$284K +3,222 New
TBA
1974
Train Babcock Advisors
New York
$282K -$27.5K -312 -9%
JC
1975
Jentner Corp
Ohio
$282K +$24.3K +275 +9%
77 78
79
80 81