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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
2301
Pathstone Family Office
New Jersey
$238K +$79.8K +705 +48%
RFO
2302
RiverGlades Family Offices
Florida
$237K +$244K +2,155 New
SAA
2303
Southeast Asset Advisors
Georgia
$235K – – –
SVCP
2304
Silicon Valley Capital Partners
California
$231K +$238K +2,101 New
MAA
2305
Mraz Amerine & Associates
California
$230K – – –
LGWM
2306
Litman Gregory Wealth Management
California
$228K +$132K +1,170 +130%
CHA
2307
Cooper/Haims Advisors
New York
$227K -$7.47K -66 -3%
RHJA
2308
Rice Hall James & Associates
California
$226K – – –
SNBOSCI
2309
Security National Bank of Sioux City Iowa
Iowa
$226K – – –
WA
2310
Winfield Associates
Ohio
$225K -$70.8K -625 -23%
KIM
2311
Karpus Investment Management
New York
$225K – – –
TWM
2312
Titus Wealth Management
California
$224K +$231K +2,039 New
FFWA
2313
FRG Family Wealth Advisors
Washington
$224K +$231K +2,040 New
BHTS
2314
Bar Harbor Trust Services
Maine
$223K – – –
ME
2315
McIlrath & Eck
Washington
$221K – – –
NAMP
2316
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$221K – – –
TCCM
2317
Timber Creek Capital Management
Massachusetts
$221K – – –
CA
2318
Corrado Advisors
New Jersey
$221K +$228K +2,014 New
ARMC
2319
American Research & Management Company
Massachusetts
$220K – – –
GRQ
2320
Gardner Russo & Quinn
Pennsylvania
$220K – – –
GAM
2321
Garrison Asset Management
Arkansas
$220K – – –
HC
2322
Hourglass Capital
Texas
$220K – – –
TCM
2323
Tanaka Capital Management
New York
$220K +$9.17K +81 +4%
HCM
2324
Harvey Capital Management
Florida
$219K – – –
CC
2325
Centiva Capital
New York
$219K +$225K +1,988 New
91 92
93
94 95