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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
SeaBridge Investment Advisors
New Jersey
$6.28M -$55.5K -548 -0.9%
LFAS
977
Level Four Advisory Services
Texas
$6.28M +$261K +2,575 +5%
IP
978
Interval Partners
New York
$6.25M -$3.86M -38,113 -39%
CFA
979
Capstone Financial Advisors
Illinois
$6.23M -$140K -1,378 -2%
PAM
980
Peak Asset Management
Colorado
$6.23M -$36.5K -360 -0.6%
DWT
981
Dorsey & Whitney Trust
South Dakota
$6.21M -$257K -2,534 -4%
AIM
982
ARGA Investment Management
Connecticut
$6.19M -$1.91M -18,816 -25%
KWMG
983
King Wealth Management Group
Florida
$6.19M -$4.25K -42 -0.1%
UFG
984
United Fire Group
Iowa
$6.17M – – –
PIM
985
Penobscot Investment Management
Massachusetts
$6.17M +$53.6K +529 +0.9%
CCMINC
986
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.15M -$70.2K -693 -1%
GFPC
987
Global Financial Private Capital
Florida
$6.14M +$1.67M +16,485 +40%
BAAM
988
Baker Avenue Asset Management
California
$6.14M -$95.7K -945 -2%
BFIM
989
Beese Fulmer Investment Management
Ohio
$6.13M -$26.1K -258 -0.4%
FDCC
990
Foster Dykema Cabot & Co
Massachusetts
$6.13M -$105K -1,036 -2%
DCM
991
Delta Capital Management
New Jersey
$6.11M -$68.9K -680 -1%
CB
992
Community Bank
New York
$6.11M +$82.4K +814 +1%
HBT
993
Hills Bank & Trust
Iowa
$6.11M -$15.6K -154 -0.3%
SCM
994
Schnieders Capital Management
California
$6.1M +$142K +1,405 +3%
WTFG
995
Wells Trecaso Financial Group
Ohio
$6.09M +$5.77M +56,977 New
LWCFA
996
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.08M -$249K -2,455 -4%
ASN
997
Advisory Services Network
Georgia
$6.07M +$340K +3,354 +6%
WPP
998
Whalerock Point Partners
Rhode Island
$6.05M +$173K +1,705 +3%
LWM
999
Lyell Wealth Management
California
$6M +$3.04K +30 +0.1%
AIM
1000
AMI Investment Management
Indiana
$5.99M +$9.11K +90 +0.2%
38 39
40
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