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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1351
Convergence Investment Partners
Florida
$4.08M -$1M -7,821 -21%
SSI
1352
Scott & Selber Inc
Texas
$4.07M -$985K -7,678 -21%
UBG
1353
United Bank (Georgia)
Georgia
$4.06M -$89K -694 -2%
AAS
1354
Annex Advisory Services
Wisconsin
$4.02M +$80.4K +627 +2%
BFC
1355
Bedel Financial Consulting
Indiana
$4M -$49.1K -383 -1%
NFG
1356
NewFocus Financial Group
Washington
$3.99M +$21.4K +167 +0.6%
KWM
1357
Keebeck Wealth Management
Illinois
$3.98M +$3.67M +28,593 New
HPIA
1358
Hamilton Point Investment Advisors
North Carolina
$3.97M -$28.2K -220 -0.8%
BA
1359
Birinyi Associates
Connecticut
$3.97M +$35.3K +275 +1%
IC
1360
Investment Counsel
Michigan
$3.95M -$106K -825 -3%
CPC
1361
Congress Park Capital
New York
$3.94M -$50.7K -395 -1%
AF
1362
Advisornet Financial
Minnesota
$3.94M -$142K -1,111 -4%
ANRIA
1363
American National Registered Investment Advisor
Texas
$3.93M – – –
PAM
1364
Pegasus Asset Management
New York
$3.93M +$56.7K +442 +2%
PIP
1365
Peachtree Investment Partners
Florida
$3.93M +$667K +5,202 +23%
CPIG
1366
Chicago Partners Investment Group
Illinois
$3.92M +$1.01M +7,852 +38%
GRP
1367
Global Retirement Partners
California
$3.92M -$356K -2,778 -9%
HL
1368
HeadInvest LLC
Maine
$3.91M +$33.1K +258 +0.9%
FA
1369
FCG Advisors
New Jersey
$3.91M -$142K -1,111 -4%
NIM
1370
Nicollet Investment Management
Minnesota
$3.91M +$40.8K +318 +1%
KFBMI
1371
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.9M -$513K -4,000 -13%
OLA
1372
Oliver Luxxe Assets
New Jersey
$3.9M -$203K -1,585 -5%
GCM
1373
Gables Capital Management
Florida
$3.9M +$160K +1,248 +5%
ATI
1374
Act Two Investors
California
$3.9M +$86.6K +675 +2%
SAM
1375
Sawgrass Asset Management
Florida
$3.9M -$983K -7,665 -22%
53 54
55
56 57