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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2076
Tradewinds Capital Management
Washington
$232K -$16K -185 -7%
DPI
2077
Diversified Portfolios Inc
Michigan
$230K -$10.8K -125 -5%
LIA
2078
LBMC Investment Advisors
Tennessee
$230K +$217K +2,511 New
ECA
2079
Endeavour Capital Advisors
Connecticut
$229K – – –
MIP
2080
Marietta Investment Partners
Wisconsin
$229K – – –
ROC
2081
River Oaks Capital
Minnesota
$229K – – –
FCM
2082
FJ Capital Management
Virginia
$228K +$216K +2,500 New
SSA
2083
South Street Advisors
New York
$225K +$212K +2,462 New
MHIC
2084
Marble Harbor Investment Counsel
Massachusetts
$224K -$36.7K -425 -15%
WI
2085
WrapManager Inc
California
$224K -$14.8K -172 -7%
FNBOH
2086
First National Bank of Hutchinson
Kansas
$224K -$1.73K -20 -0.8%
SRCM
2087
Swift Run Capital Management
Virginia
$223K – – –
MWM
2088
Mascoma Wealth Management
New Hampshire
$223K +$6.3K +73 +3%
KFS
2089
Kurt F. Somerville
$222K -$86.3K -1,000 -29%
HCA
2090
Heck Capital Advisors
Wisconsin
$220K -$15.5K -180 -7%
IP
2091
Isthmus Partners
Wisconsin
$220K – – –
WCM
2092
Wallace Capital Management
Texas
$220K +$6.3K +73 +3%
B
2093
Brightworth
Georgia
$219K – – –
FWM
2094
FFT Wealth Management
Pennsylvania
$218K – – –
FBFS
2095
First Business Financial Services
Wisconsin
$218K +$7.25K +84 +4%
TIP
2096
Torray Investment Partners
Maryland
$217K +$205K +2,371 New
WIM
2097
Westside Investment Management
California
$215K +$7.25K +84 +4%
TG
2098
TLP Group
Illinois
$214K -$517K -5,995 -72%
HS
2099
Huntington Steele
Pennsylvania
$214K – – –
SIG
2100
Sky Investment Group
Connecticut
$214K – – –
82 83
84
85 86