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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2076
Harrington Investments
California
$233K +$225K +2,435 New
MWM
2077
Mascoma Wealth Management
New Hampshire
$232K -$1.01K -11 -0.5%
JC
2078
Jacobs & Co
California
$230K -$41.5K -450 -8%
WCM
2079
Wallace Capital Management
Texas
$230K – – –
ACP
2080
Arcus Capital Partners
Georgia
$230K +$222K +2,409 New
BRF
2081
B. Riley Financial
California
$225K +$217K +2,349 New
WIM
2082
Westside Investment Management
California
$224K +$1.48K +16 +0.7%
CFN
2083
Cordasco Financial Network
Florida
$223K – – –
SIG
2084
Sky Investment Group
Connecticut
$222K -$2.31K -25 -1%
VIMU
2085
Veritas Investment Management (UK)
United Kingdom
$220K – – –
WI
2086
WrapManager Inc
California
$218K -$15.8K -171 -7%
TIP
2087
Torray Investment Partners
Maryland
$217K -$9.22K -100 -4%
SAM
2088
Summit Asset Management
Tennessee
$217K – – –
FGP
2089
Foyston, Gordon, & Payne
Ontario, Canada
$216K +$209K +2,266 New
GAM
2090
Gould Asset Management
California
$214K -$46.1K -500 -18%
BHTS
2091
Bar Harbor Trust Services
Maine
$213K – – –
PLFAM
2092
Pineno Levin & Ford Asset Management
Virginia
$213K – – –
CAM
2093
Cidel Asset Management
Ontario, Canada
$213K +$206K +2,235 New
IWA
2094
Inspirion Wealth Advisors
Illinois
$212K -$6.64K -72 -3%
MPM
2095
Meritage Portfolio Management
Kansas
$211K – – –
HS
2096
Huntington Steele
Pennsylvania
$210K -$13.3K -144 -6%
LIM
2097
Lathrop Investment Management
Arkansas
$210K – – –
OCM
2098
Orleans Capital Management
Louisiana
$210K +$203K +2,201 New
LC
2099
Landaas & Company
Wisconsin
$207K +$200K +2,168 New
SHWM
2100
Smith & Howard Wealth Management
Georgia
$206K +$199K +2,160 New
82 83
84
85 86