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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2051
Reik & Co
New York
$260K – – –
CIA
2052
Cascade Investment Advisors
Oregon
$259K -$9.22K -100 -4%
MTIM
2053
Marathon Trading Investment Management
Pennsylvania
$258K +$249K +2,700 New
CL
2054
Croft-Leominster
Maryland
$257K – – –
KFA
2055
Kays Financial Advisory
Georgia
$257K +$248K +2,693 New
CIAS
2056
Capital Investment Advisory Services
North Carolina
$256K -$15.5K -168 -6%
TSS
2057
Thomas Story & Son
Indiana
$256K – – –
WA
2058
Winfield Associates
Ohio
$256K – – –
ACM
2059
Alta Capital Management
Utah
$255K – – –
WVP
2060
Worth Venture Partners
New Jersey
$254K -$112K -1,210 -31%
BII
2061
Bainco International Investors
Massachusetts
$254K – – –
MHIC
2062
Marble Harbor Investment Counsel
Massachusetts
$253K +$18.4K +200 +8%
CG
2063
Corundum Group
Colorado
$250K +$241K +2,616 New
VAM
2064
Visionary Asset Management
Texas
$248K -$22.8K -247 -9%
VCM
2065
Vigilant Capital Management
Maine
$248K – – –
FMP
2066
Financial Management Professionals
Texas
$247K -$13.8K -150 -5%
FBFS
2067
First Business Financial Services
Wisconsin
$247K +$18.4K +200 +8%
PJSIMP
2068
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K +$23.1K +250 +11%
BL
2069
Balentine LLC
Georgia
$246K +$1.84K +20 +0.8%
VCP
2070
Vista Capital Partners
Oregon
$244K – – –
TCM
2071
Tradewinds Capital Management
Washington
$242K +$92 +1 +0%
NWM
2072
Northwest Wealth Management
Iowa
$240K -$89.2K -967 -28%
ECA
2073
Endeavour Capital Advisors
Connecticut
$240K – – –
MIP
2074
Marietta Investment Partners
Wisconsin
$240K – – –
AOWM
2075
Alpha Omega Wealth Management
Virginia
$240K +$27.7K +300 +14%
81 82
83
84 85