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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2051
J.M. Forbes & Co
Massachusetts
$250K -$13.2K -153 -5%
FMP
2052
Financial Management Professionals
Texas
$250K – – –
GAM
2053
Gould Asset Management
California
$250K – – –
RC
2054
Reik & Co
New York
$249K – – –
NFG
2055
Nations Financial Group
Iowa
$247K +$35.3K +409 +18%
CL
2056
Croft-Leominster
Maryland
$246K -$112K -1,302 -33%
CAM
2057
Crestone Asset Management
Colorado
$246K +$232K +2,687 New
SBA
2058
Seven Bridges Advisors
New York
$246K +$232K +2,689 New
TSS
2059
Thomas Story & Son
Indiana
$245K – – –
ACM
2060
Alta Capital Management
Utah
$244K – – –
WA
2061
Winfield Associates
Ohio
$244K – – –
BII
2062
Bainco International Investors
Massachusetts
$243K -$21.6K -250 -9%
JC
2063
Jacobs & Co
California
$243K – – –
PFGIA
2064
Patriot Financial Group Insurance Agency
Massachusetts
$242K -$6.13K -71 -3%
MCIA
2065
Mountain Capital Investment Advisors
Colorado
$241K +$227K +2,636 New
AFA
2066
Abacus FCF Advisors
Florida
$239K +$115K +1,335 +105%
FI
2067
FormulaFolio Investments
Michigan
$238K -$36.9K -428 -14%
VCM
2068
Vigilant Capital Management
Maine
$237K +$7.51K +87 +3%
BC
2069
Barnett & Company
Tennessee
$237K +$43.1K +500 +24%
AP
2070
AHL Partners
United Kingdom
$236K -$1.25M -14,467 -85%
SFM
2071
Signet Financial Management
New Jersey
$235K – – –
BL
2072
Balentine LLC
Georgia
$234K -$1.99K -23 -0.9%
VCP
2073
Vista Capital Partners
Oregon
$233K – – –
WFG
2074
Windsor Financial Group
Minnesota
$233K – – –
FTI
2075
Fiduciary Trust International
Massachusetts
$233K +$16.4K +190 +8%
81 82
83
84 85