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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
2101
Quantres Asset Management
Cayman Islands
$428K +$405K +4,000 New
TFF
2102
The Family Firm
Maryland
$426K -$28.5K -281 -7%
VSWA
2103
Vontobel Swiss Wealth Advisors
Switzerland
$425K +$55.2K +545 +16%
FAM
2104
Flaharty Asset Management
Florida
$423K +$395K +3,898 New
PV
2105
Private Vista
Illinois
$421K +$608 +6 +0.2%
CC
2106
Cornerstone Capital
California
$420K -$23.2K -229 -6%
WA
2107
WESPAC Advisors
California
$417K -$349K -3,446 -47%
SWK
2108
Stephen W. Kidder
$416K -$10.1K -100 -3%
DE
2109
Day & Ennis
Georgia
$416K +$74.4K +735 +23%
SMM
2110
Stadion Money Management
Georgia
$413K -$192K -1,896 -33%
WA
2111
WealthTrust Axiom
Pennsylvania
$413K -$94.8K -936 -19%
BCM
2112
Baltimore Capital Management
Maryland
$413K -$20.3K -200 -5%
ACM
2113
AUA Capital Management
Pennsylvania
$411K – – –
HPIA
2114
Hamilton Point Investment Advisors
North Carolina
$406K – – –
CWSR
2115
Chessman Wealth Strategies RIA
Texas
$404K +$382K +3,777 New
BIA
2116
Bigelow Investment Advisors
Maine
$404K +$383K +3,778 New
DSAM
2117
Dock Street Asset Management
Florida
$403K +$88.2K +871 +30%
MFW
2118
Mosaic Family Wealth
Missouri
$401K -$71.3K -704 -16%
PHAM
2119
Palisades Hudson Asset Management
Florida
$401K -$66.1K -653 -15%
GC
2120
Gilbert & Cook
Iowa
$401K -$9.92K -98 -3%
HF
2121
HRT Financial
New York
$401K – – –
ST
2122
Sabal Trust
Florida
$399K -$34.3K -339 -8%
LRIC
2123
Long Road Investment Counsel
Michigan
$399K – – –
ACA
2124
Ackerman Capital Advisors
Texas
$399K +$423K +4,176 New
AIS
2125
American Investment Services
Massachusetts
$398K – – –
83 84
85
86 87