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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2051
Mascoma Wealth Management
New Hampshire
$208K – – –
FTI
2052
Fiduciary Trust International
Massachusetts
$207K +$208K +2,359 New
SIG
2053
Sky Investment Group
Connecticut
$206K -$7.15K -81 -3%
HS
2054
Huntington Steele
Pennsylvania
$206K – – –
WCM
2055
Wallace Capital Management
Texas
$205K -$11.5K -130 -5%
VIMU
2056
Veritas Investment Management (UK)
United Kingdom
$202K -$64.4K -730 -24%
FBFS
2057
First Business Financial Services
Wisconsin
$202K +$203K +2,299 New
NFG
2058
Nations Financial Group
Iowa
$201K +$202K +2,289 New
VIA
2059
Vantage Investment Advisors
Pennsylvania
$196K -$8.21K -93 -4%
CMBA
2060
C.M. Bidwell & Associates
Hawaii
$196K – – –
AOWM
2061
Alpha Omega Wealth Management
Virginia
$194K – – –
CFA
2062
CT Financial Advisors
Pennsylvania
$192K – – –
WIM
2063
Westside Investment Management
California
$192K +$75K +850 +62%
BC
2064
Barnett & Company
Tennessee
$183K – – –
TCCM
2065
Timber Creek Capital Management
Massachusetts
$177K -$17.6K -200 -9%
SC
2066
SRB Corp
Massachusetts
$174K -$18.7K -212 -10%
FPF
2067
FNY Partners Fund
New York
$169K +$148K +1,676 +657%
ARMC
2068
American Research & Management Company
Massachusetts
$160K -$79K -896 -33%
MUS
2069
Mitsubishi UFJ Securities
Japan
$159K -$27.3K -310 -15%
TCM
2070
Tanaka Capital Management
New York
$152K – – –
ED
2071
Exane Derivatives
France
$151K -$425K -4,815 -74%
CLM
2072
ClearBridge LLC (Maryland)
Maryland
$151K -$52.9K -600 -26%
BIG
2073
Bellwether Investment Group
Tennessee
$150K -$621K -7,038 -80%
MWM
2074
MinichMacGregor Wealth Management
New York
$149K -$176 -2 -0.1%
UWPG
2075
Ullmann Wealth Partners Group
Florida
$148K +$149K +1,689 New
81 82
83
84 85