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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2276
Mascoma Wealth Management
New Hampshire
$256K – – –
TFO
2277
Tarbox Family Office
California
$256K +$11.3K +100 +4%
SRCM
2278
Swift Run Capital Management
Virginia
$255K – – –
HCP
2279
Holt Capital Partners
Texas
$255K +$22.6K +200 +9%
SAM
2280
Summit Asset Management
Tennessee
$253K – – –
VIMU
2281
Veritas Investment Management (UK)
United Kingdom
$253K – – –
VCM
2282
Vivaldi Capital Management
Illinois
$252K +$22.3K +197 +9%
SIG
2283
Sky Investment Group
Connecticut
$250K – – –
FGP
2284
Foyston, Gordon, & Payne
Ontario, Canada
$249K – – –
SBWIC
2285
Schaper Benz & Wise Investment Counsel
Wisconsin
$248K +$256K +2,258 New
FTI
2286
Fiduciary Trust International
Massachusetts
$245K -$21.6K -191 -8%
PLFAM
2287
Pineno Levin & Ford Asset Management
Virginia
$245K – – –
BFIC
2288
Bedell Frazier Investment Counselling
California
$245K +$27.7K +245 +12%
PCM
2289
Princeton Capital Management
New Jersey
$244K +$24.7K +218 +11%
HS
2290
HighVista Strategies
Massachusetts
$242K -$45.3K -400 -15%
VCP
2291
Vista Capital Partners
Oregon
$242K +$5.66K +50 +2%
LCM
2292
Lucas Capital Management
New Jersey
$242K +$17.4K +154 +8%
HS
2293
Huntington Steele
Pennsylvania
$241K – – –
ACM
2294
Alta Capital Management
Utah
$240K -$41.1K -363 -14%
CF
2295
Corrigan Financial
Rhode Island
$239K +$30K +265 +14%
PFO
2296
Pathstone Family Office
New Jersey
$238K +$79.8K +705 +48%
RFO
2297
RiverGlades Family Offices
Florida
$237K +$244K +2,155 New
SAA
2298
Southeast Asset Advisors
Georgia
$235K – – –
SVCP
2299
Silicon Valley Capital Partners
California
$231K +$238K +2,101 New
MAA
2300
Mraz Amerine & Associates
California
$230K – – –
90 91
92
93 94