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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
2276
Albert D. Mason Inc
Massachusetts
$264K -$86.8K -765 -25%
I
2277
INVST
Indiana
$264K -$1.25K -11 -0.5%
PAM
2278
PVG Asset Management
Colorado
$264K – – –
MSFP
2279
Mark Sheptoff Financial Planning
Connecticut
$263K +$56.8K +500 +27%
SRCM
2280
Swift Run Capital Management
Virginia
$261K – – –
MFG
2281
Merit Financial Group
Georgia
$261K +$305K +2,688 New
GAM
2282
Gould Asset Management
California
$260K +$19.4K +171 +8%
TA
2283
Trellis Advisors
Washington
$259K -$44.8K -395 -15%
RP
2284
Reinhart Partners
Wisconsin
$257K -$417K -3,670 -62%
SAM
2285
Summit Asset Management
Tennessee
$257K – – –
WA
2286
Winfield Associates
Ohio
$257K – – –
MTIM
2287
Marathon Trading Investment Management
Pennsylvania
$257K +$258K +2,276 New
ACM
2288
Aviance Capital Management
Florida
$256K -$6.38M -56,207 -96%
FSA
2289
Financial Services Advisory
Maryland
$256K -$225K -1,979 -47%
BFIC
2290
Bedell Frazier Investment Counselling
California
$256K +$4.54K +40 +2%
SBWIC
2291
Schaper Benz & Wise Investment Counsel
Wisconsin
$255K – – –
VIMU
2292
Veritas Investment Management (UK)
United Kingdom
$253K – – –
HFA
2293
Huber Financial Advisors
Illinois
$253K +$227 +2 +0.1%
SMM
2294
Stadion Money Management
Georgia
$251K -$40K -352 -14%
NFG
2295
Nations Financial Group
Iowa
$251K +$12.1K +107 +5%
TCM
2296
Tradewinds Capital Management
Washington
$247K – – –
ACM
2297
Alta Capital Management
Utah
$246K – – –
HI
2298
Horizon Investments
North Carolina
$246K +$249K +2,191 New
CWM
2299
CMH Wealth Management
New Hampshire
$244K – – –
RFWA
2300
RPg Family Wealth Advisory
Massachusetts
$244K +$26.3K +232 +12%
90 91
92
93 94