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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRQ
2301
Gardner Russo & Quinn
Pennsylvania
$214K +$203K +2,000 New
HC
2302
Hourglass Capital
Texas
$214K +$203K +2,000 New
GKWIM
2303
Gerber Kawasaki Wealth & Investment Management
California
$213K +$202K +1,995 New
HCM
2304
Harvey Capital Management
Florida
$213K +$203K +2,000 New
FEG
2305
Financial Enhancement Group
Indiana
$212K +$201K +1,981 New
BFIC
2306
Bedell Frazier Investment Counselling
California
$212K +$201K +1,985 New
OAM
2307
Occidental Asset Management
California
$212K +$201K +1,986 New
CCM
2308
Chickasaw Capital Management
Tennessee
$211K +$200K +1,975 New
BCB
2309
Brian C. Broderick
$209K +$197K +1,948 New
SC
2310
SRB Corp
Massachusetts
$208K – – –
MPM
2311
Meritage Portfolio Management
Kansas
$207K -$27.6K -273 -12%
CAL
2312
Capital Advisors Ltd
Ohio
$207K – – –
HCM
2313
Harvest Capital Management
New Hampshire
$207K +$196K +1,932 New
LWM
2314
Lenox Wealth Management
Ohio
$206K -$13.1K -129 -6%
NIC
2315
Northwest Investment Counselors
Oregon
$206K -$5.77K -57 -3%
TCM
2316
Tanaka Capital Management
New York
$205K -$7.7K -76 -4%
CAM
2317
Crestone Asset Management
Colorado
$205K +$194K +1,916 New
DPI
2318
Diversified Portfolios Inc
Michigan
$205K +$194K +1,919 New
CF
2319
Corrigan Financial
Rhode Island
$205K +$194K +1,913 New
FWSM
2320
First Wilshire Securities Management
California
$203K +$192K +1,895 New
LRIA
2321
Leonard Rickey Investment Advisors
Washington
$203K +$192K +1,900 New
BST
2322
Bath Savings Trust
Maine
$202K -$101K -1,000 -35%
KTA
2323
Keeley-Teton Advisors
Illinois
$202K +$192K +1,893 New
AAM
2324
Azzad Asset Management
Virginia
$202K +$191K +1,886 New
KJWM
2325
Kiley Juergens Wealth Management
Washington
$191K +$181K +1,792 New
91 92
93
94 95