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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2301
Toth Financial Advisory
Virginia
$222K -$32.1K -293 -12%
SAA
2302
Southeast Asset Advisors
Georgia
$222K – – –
CA
2303
Capital Advantage
California
$222K +$25.7K +234 +12%
NFG
2304
Nations Financial Group
Iowa
$221K +$23.4K +213 +11%
CHA
2305
Cooper/Haims Advisors
New York
$219K +$3.73K +34 +2%
LWA
2306
Lenox Wealth Advisors
New York
$219K +$22.4K +204 +11%
MAA
2307
Mraz Amerine & Associates
California
$218K – – –
LA
2308
LexAurum Advisors
Kansas
$218K +$229K +2,089 New
CA
2309
Continuum Advisory
Idaho
$217K -$30.4K -277 -12%
RHJA
2310
Rice Hall James & Associates
California
$214K – – –
SNBOSCI
2311
Security National Bank of Sioux City Iowa
Iowa
$214K – – –
LCM
2312
Lucas Capital Management
New Jersey
$213K -$16.5K -150 -7%
FFWA
2313
FRG Family Wealth Advisors
Washington
$213K – – –
LRIC
2314
Long Road Investment Counsel
Michigan
$212K -$186K -1,700 -46%
BHTS
2315
Bar Harbor Trust Services
Maine
$212K – – –
HCIA
2316
Hochman Cole Investment Advisors
Illinois
$212K +$224K +2,038 New
MUS
2317
Mitsubishi UFJ Securities
Japan
$210K -$113K -1,030 -34%
TCCM
2318
Timber Creek Capital Management
Massachusetts
$210K – – –
NAMP
2319
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K – – –
SAM
2320
SP Asset Management
California
$209K +$201K +1,831 New
ARMC
2321
American Research & Management Company
Massachusetts
$208K – – –
GRQ
2322
Gardner Russo & Quinn
Pennsylvania
$208K – – –
GAM
2323
Garrison Asset Management
Arkansas
$208K – – –
HCM
2324
Harvey Capital Management
Florida
$208K – – –
HC
2325
Hourglass Capital
Texas
$208K – – –
91 92
93
94 95