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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
2376
Bedell Frazier Investment Counselling
California
$328K +$50.8K +449 +19%
NERM
2377
New England Research & Management
Illinois
$325K -$532K -4,700 -63%
WMA
2378
Wealth Management Associates
New Jersey
$324K +$339 +3 +0.1%
CAM
2379
CenterStar Asset Management
Illinois
$323K – – –
CCA
2380
Conestoga Capital Advisors
Pennsylvania
$323K – – –
ATFA
2381
All Terrain Financial Advisors
Minnesota
$323K +$226 +2 +0.1%
LP
2382
LGL Partners
Pennsylvania
$322K – – –
MMHP
2383
Murphy Middleton Hinkle & Parker
Georgia
$322K – – –
NPPM
2384
North Point Portfolio Managers
Ohio
$322K – – –
DAM
2385
Deltec Asset Management
New York
$321K -$889K -7,860 -74%
WPSG
2386
Wealth & Pension Services Group
Georgia
$321K +$679 +6 +0.2%
RWM
2387
Reston Wealth Management
Virginia
$321K +$68.2K +603 +28%
RC
2388
Reik & Co
New York
$320K – – –
GKWIM
2389
Gerber Kawasaki Wealth & Investment Management
California
$320K +$1.13K +10 +0.4%
VIM
2390
Veritas Investment Management
United Kingdom
$320K +$308K +2,720 New
GTAM
2391
Global Trust Asset Management
Florida
$318K -$296K -2,618 -49%
LWM
2392
Liberty Wealth Management
California
$318K +$127K +1,122 +71%
HIM
2393
Hotaling Investment Management
Pennsylvania
$314K -$19.8K -175 -6%
IP
2394
Isthmus Partners
Wisconsin
$314K – – –
CA
2395
Cumberland Advisors
Florida
$312K – – –
CSS
2396
Cubist Systematic Strategies
Connecticut
$311K -$15.1M -133,907 -98%
ZIG
2397
Zuckerman Investment Group
Illinois
$311K +$8.48K +75 +3%
CFSG
2398
Community Financial Services Group
Vermont
$311K +$298K +2,637 New
I
2399
INVST
Indiana
$309K -$4.18K -37 -1%
TCM
2400
Tradewinds Capital Management
Washington
$309K +$22.5K +199 +8%
94 95
96
97 98