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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
2076
Marietta Investment Partners
Wisconsin
$229K – – –
ROC
2077
River Oaks Capital
Minnesota
$229K – – –
FCM
2078
FJ Capital Management
Virginia
$228K +$216K +2,500 New
SSA
2079
South Street Advisors
New York
$225K +$212K +2,462 New
MHIC
2080
Marble Harbor Investment Counsel
Massachusetts
$224K -$36.7K -425 -15%
WI
2081
WrapManager Inc
California
$224K -$14.8K -172 -7%
FNBOH
2082
First National Bank of Hutchinson
Kansas
$224K -$1.73K -20 -0.8%
SRCM
2083
Swift Run Capital Management
Virginia
$223K – – –
MWM
2084
Mascoma Wealth Management
New Hampshire
$223K +$6.3K +73 +3%
KFS
2085
Kurt F. Somerville
$222K -$86.3K -1,000 -29%
HCA
2086
Heck Capital Advisors
Wisconsin
$220K -$15.5K -180 -7%
IP
2087
Isthmus Partners
Wisconsin
$220K – – –
WCM
2088
Wallace Capital Management
Texas
$220K +$6.3K +73 +3%
B
2089
Brightworth
Georgia
$219K – – –
FWM
2090
FFT Wealth Management
Pennsylvania
$218K – – –
FBFS
2091
First Business Financial Services
Wisconsin
$218K +$7.25K +84 +4%
TIP
2092
Torray Investment Partners
Maryland
$217K +$205K +2,371 New
WIM
2093
Westside Investment Management
California
$215K +$7.25K +84 +4%
TG
2094
TLP Group
Illinois
$214K -$517K -5,995 -72%
HS
2095
Huntington Steele
Pennsylvania
$214K – – –
SIG
2096
Sky Investment Group
Connecticut
$214K – – –
CFN
2097
Cordasco Financial Network
Florida
$213K +$168K +1,942 +497%
PJSIMP
2098
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K +$201K +2,335 New
MSS
2099
Mitchell Sinkler & Starr
Pennsylvania
$212K +$200K +2,319 New
MWM
2100
Merriman Wealth Management
Washington
$212K +$200K +2,321 New
82 83
84
85 86