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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
2251
Shulman DeMeo Asset Management
New York
$418K +$456K +4,278 New
BFM
2252
Boothbay Fund Management
New York
$417K -$48.2K -452 -10%
PIC
2253
Portland Investment Counsel
Ontario, Canada
$417K -$2.34K -22 -0.5%
NVIM
2254
New Vernon Investment Management
Illinois
$415K -$181K -1,700 -29%
AC
2255
Avestar Capital
New York
$414K -$31.8K -298 -6%
GC
2256
Gilbert & Cook
Iowa
$413K +$111K +1,045 +33%
DAM
2257
Deltec Asset Management
New York
$412K -$274K -2,575 -38%
BRA
2258
Bender Robert & Associates
California
$410K -$7.46K -70 -2%
SQA
2259
Simon Quick Advisors
New Jersey
$410K +$19.5K +183 +5%
CA
2260
Corrado Advisors
New Jersey
$410K +$447K +4,198 New
SFG
2261
Sather Financial Group
Texas
$407K – – –
WA1
2262
Wimmer Associates 1
California
$407K +$12.3K +115 +3%
ICM
2263
IMS Capital Management
Oregon
$406K +$278K +2,605 +168%
CWM
2264
Centric Wealth Management
Illinois
$406K +$443K +4,158 New
BWA
2265
Burt Wealth Advisors
Maryland
$405K – – –
WIM
2266
Westside Investment Management
California
$404K +$3.41K +32 +0.8%
BCA
2267
Berman Capital Advisors
Georgia
$402K -$406K -3,814 -48%
ACM
2268
Alethea Capital Management
Washington
$400K – – –
EIA
2269
Edgemoor Investment Advisors
Maryland
$400K – – –
NAMP
2270
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$398K +$53.3K +500 +14%
CA
2271
Crewe Advisors
Utah
$397K +$16K +150 +4%
XS
2272
XR Securities
Illinois
$394K +$430K +4,036 New
BO
2273
Bach Option
Hong Kong
$391K +$427K +4,005 New
MIP
2274
Marietta Investment Partners
Wisconsin
$390K -$112K -1,055 -21%
AIS
2275
American Investment Services
Massachusetts
$389K -$35.6K -334 -8%
89 90
91
92 93