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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2301
Vivaldi Capital Management
Illinois
$243K -$34.7K -306 -12%
DIP
2302
DT Investment Partners
Pennsylvania
$243K -$26.1K -230 -10%
NA
2303
Navellier & Associates
Nevada
$241K -$23.3K -205 -9%
SAA
2304
Southeast Asset Advisors
Georgia
$241K – – –
CA
2305
Capital Advantage
California
$241K +$114 +1 +0%
KIM
2306
Karpus Investment Management
New York
$238K – – –
TFA
2307
Toth Financial Advisory
Virginia
$235K -$6.13K -54 -3%
CHA
2308
Cooper/Haims Advisors
New York
$235K -$2.04K -18 -0.9%
MAA
2309
Mraz Amerine & Associates
California
$235K -$1.36K -12 -0.6%
HFM
2310
Harvest Fund Management
China
$235K +$87.4K +770 +59%
LA
2311
LexAurum Advisors
Kansas
$234K -$2.04K -18 -0.9%
MCMT
2312
Moon Capital Management (Tennessee)
Tennessee
$233K -$329K -2,900 -59%
RHJA
2313
Rice Hall James & Associates
California
$232K – – –
SNBOSCI
2314
Security National Bank of Sioux City Iowa
Iowa
$232K – – –
BC
2315
Barnett & Company
Tennessee
$231K +$32.5K +286 +16%
NCM
2316
New Capital Management
Texas
$230K +$79.3K +699 +49%
HPC
2317
Hobart Private Capital
North Carolina
$229K -$231K -2,036 -50%
BHTS
2318
Bar Harbor Trust Services
Maine
$229K – – –
LRIC
2319
Long Road Investment Counsel
Michigan
$229K – – –
EF
2320
Exeter Financial
Arizona
$229K +$231K +2,031 New
MUS
2321
Mitsubishi UFJ Securities
Japan
$228K – – –
TCCM
2322
Timber Creek Capital Management
Massachusetts
$227K – – –
GAM
2323
Garrison Asset Management
Arkansas
$226K – – –
HC
2324
Hourglass Capital
Texas
$226K – – –
TCM
2325
Tanaka Capital Management
New York
$226K – – –
91 92
93
94 95