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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2101
Bellecapital
Switzerland
$205K -$315K -3,417 -61%
AF
2102
Allworth Financial
California
$205K +$8.48K +92 +4%
LCM
2103
Lucas Capital Management
New Jersey
$204K -$8.58K -93 -4%
SAA
2104
Southeast Asset Advisors
Georgia
$204K +$197K +2,133 New
CWM
2105
CMH Wealth Management
New Hampshire
$203K -$18.4K -200 -9%
HCP
2106
Holt Capital Partners
Texas
$202K +$196K +2,120 New
MAA
2107
Mraz Amerine & Associates
California
$200K -$17.5K -190 -8%
TFA
2108
Toth Financial Advisory
Virginia
$200K +$193K +2,094 New
RHJA
2109
Rice Hall James & Associates
California
$197K – – –
LWM
2110
Lenox Wealth Management
Ohio
$195K +$20.2K +219 +12%
MUS
2111
Mitsubishi UFJ Securities
Japan
$193K +$31.4K +340 +20%
TCCM
2112
Timber Creek Capital Management
Massachusetts
$192K – – –
AIS
2113
Accurate Investment Solutions
Pennsylvania
$192K +$56K +607 +43%
TCM
2114
Tanaka Capital Management
New York
$190K – – –
NIC
2115
Northwest Investment Counselors
Oregon
$189K +$16.2K +176 +10%
SC
2116
SRB Corp
Massachusetts
$186K -$17.6K -191 -9%
CAL
2117
Capital Advisors Ltd
Ohio
$185K – – –
SEIA
2118
Signature Estate & Investment Advisors
California
$174K -$2.86K -31 -2%
ARMC
2119
American Research & Management Company
Massachusetts
$174K – – –
CLM
2120
ClearBridge LLC (Maryland)
Maryland
$170K +$2.03K +22 +1%
BC
2121
Barnett & Company
Tennessee
$168K -$76.1K -825 -32%
MWM
2122
MinichMacGregor Wealth Management
New York
$162K -$18.4K -200 -11%
AIP
2123
Almanack Investment Partners
Pennsylvania
$162K -$9.13K -99 -6%
HCM
2124
Horrell Capital Management
Arkansas
$157K – – –
LA
2125
Legacy Advisors
Pennsylvania
$157K +$45.1K +489 +42%
83 84
85
86 87