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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
926
Level Four Advisory Services
Texas
$5.59M +$235K +2,668 +4%
I
927
IberiaBank
Louisiana
$5.59M -$748K -8,474 -12%
TCOT
928
Trust Company of Toledo
Ohio
$5.58M +$222K +2,517 +4%
CWM
929
Catamount Wealth Management
Connecticut
$5.58M +$255K +2,893 +5%
KPF
930
K2 Principal Fund
Ontario, Canada
$5.58M +$4.7M +53,300 +524%
CDH
931
Charles D. Hyman
$5.56M +$2.33M +26,399 +72%
EFS
932
Essex Financial Services
Connecticut
$5.53M -$1.11M -12,574 -17%
SCA
933
Stieven Capital Advisors
Missouri
$5.53M -$44.1K -500 -0.8%
ANTB
934
AMG National Trust Bank
Colorado
$5.51M -$705K -7,994 -11%
BAM
935
Baring Asset Management
United Kingdom
$5.49M -$10.8M -122,516 -66%
SAM
936
Selway Asset Management
$5.46M -$70.6K -800 -1%
DP
937
Dearborn Partners
Illinois
$5.46M -$32.3K -366 -0.6%
FDCC
938
Foster Dykema Cabot & Co
Massachusetts
$5.45M -$69K -782 -1%
CCG
939
Cypress Capital Group
Florida
$5.4M +$1.6M +18,177 +42%
BO
940
BRR OpCo
Ohio
$5.38M -$323K -3,666 -6%
KOCAA
941
Knights of Columbus Asset Advisors
Connecticut
$5.38M +$5.4M +61,200 New
MCM
942
McKinley Capital Management
Alaska
$5.38M -$2.38M -26,985 -31%
MC
943
Moors & Cabot
Massachusetts
$5.37M -$251K -2,845 -4%
ANBT
944
American National Bank & Trust
Texas
$5.37M -$1.9M -21,516 -26%
SIA
945
SeaBridge Investment Advisors
New Jersey
$5.33M -$307K -3,485 -5%
KLWA
946
Kelly Lawrence W & Associates
California
$5.32M +$618 +7 +0%
AL
947
Aspiriant LLC
California
$5.3M -$743K -8,427 -12%
JAM
948
Jolley Asset Management
North Carolina
$5.29M -$91.6K -1,038 -2%
PVH
949
Psagot Value Holdings
Israel
$5.28M -$515K -5,840 -9%
CFC
950
Cincinnati Financial Corp
Ohio
$5.27M – – –
36 37
38
39 40