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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
Maple Capital Management
Vermont
$735K +$23.9K +367 +3%
BA
1502
Bristlecone Advisors
Washington
$732K +$722K +11,093 New
CS
1503
Comerica Securities
Michigan
$725K +$340K +5,222 +91%
IH
1504
IFC Holdings
Florida
$724K +$39.4K +605 +6%
SRP
1505
Saddle Road Partners
Nebraska
$722K +$712K +10,931 New
WA
1506
Waverly Advisors
Alabama
$721K +$711K +10,918 New
BGDI
1507
BW Gestao de Investimentos
Brazil
$720K – – –
CF
1508
CenterStar Fund
Illinois
$719K – – –
EDRE
1509
Edmond de Rothschild (Europe)
Luxembourg
$718K -$31.3K -480 -4%
SWM
1510
Segment Wealth Management
Texas
$718K – – –
JSAM
1511
J. Safra Asset Management
New York
$715K +$705K +10,827 New
RP
1512
Riverbridge Partners
Minnesota
$714K -$43.4K -666 -6%
PFS
1513
Prospera Financial Services
Texas
$713K +$164K +2,512 +30%
GAG
1514
GM Advisory Group
New York
$712K +$702K +10,786 New
AAS
1515
Annex Advisory Services
Wisconsin
$708K +$75.7K +1,163 +12%
JIP
1516
Jaffetilchin Investment Partners
Florida
$703K +$143K +2,202 +26%
RC
1517
Reik & Co
New York
$700K – – –
GCMG
1518
Gyroscope Capital Management Group
Florida
$694K – – –
TAM
1519
Taylor Asset Management
Ontario, Canada
$694K – – –
KPCM
1520
Kings Point Capital Management
New York
$690K -$8.14K -125 -1%
EMR
1521
Errol M. Rudman
$687K -$81.4K -1,250 -11%
CK
1522
Cohen Klingenstein
New York
$687K – – –
WMC
1523
Westwood Management Corporation
Illinois
$684K -$18.2M -280,000 -96%
SSP
1524
Sapphire Star Partners
Washington
$674K +$665K +10,220 New
RT
1525
Rockland Trust
Massachusetts
$673K -$41.5K -637 -6%
59 60
61
62 63