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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1501
Freedom Investment Management
Connecticut
$2.2M -$127K -1,120 -5%
FFA
1502
Fragasso Financial Advisors
Pennsylvania
$2.2M -$76.3K -674 -3%
JCM
1503
Jafra Capital Management
New York
$2.2M +$2.26M +20,000 New
BDF
1504
Balasa Dinverno & Foltz
$2.2M +$89.1K +787 +4%
HFBOT
1505
Home Federal Bank of Tennessee
Tennessee
$2.19M -$14.2K -125 -0.6%
OCM
1506
Orleans Capital Management
Louisiana
$2.19M +$602K +5,320 +36%
PI
1507
PHH Investments
Texas
$2.19M -$82K -724 -4%
BO
1508
Bank OZK
Arkansas
$2.18M +$771K +6,810 +52%
SHCM
1509
Stokes & Hubbell Capital Management
Louisiana
$2.16M +$38.5K +340 +2%
PWMAG
1510
Pinnacle Wealth Management Advisory Group
New Jersey
$2.16M -$748K -6,605 -25%
PIA
1511
Peachtree Investment Advisors
Georgia
$2.15M -$69.6K -615 -3%
BAM
1512
Burgundy Asset Management
Ontario, Canada
$2.15M -$886K -7,824 -29%
ZB
1513
Zions Bancorporation
Utah
$2.13M -$125K -1,100 -5%
BCM
1514
Birmingham Capital Management
Alabama
$2.13M -$42.5K -375 -2%
CPA
1515
Cowen Prime Advisors
New York
$2.13M -$22.6K -200 -1%
EFSCE
1516
Enterprise Financial Services Corp (EFSC)
Missouri
$2.13M -$57.5K -508 -3%
CAG
1517
Csenge Advisory Group
Florida
$2.11M -$86.3K -762 -4%
WIP
1518
Wellesley Investment Partners
Massachusetts
$2.1M +$46.9K +414 +2%
BWP
1519
Baldwin Wealth Partners
Massachusetts
$2.09M +$33.1K +292 +2%
CAM
1520
CenterStar Asset Management
Illinois
$2.09M – – –
GCA
1521
Gideon Capital Advisors
New York
$2.07M +$2.13M +18,826 New
NME
1522
Notis-McConarty Edward
$2.06M -$62.8K -555 -3%
GBBWRPM
1523
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.06M +$226 +2 +0%
OWP
1524
Obermeyer Wealth Partners
Colorado
$2.06M -$24K -212 -1%
AIM
1525
Anchor Investment Management
South Carolina
$2.05M -$12.3K -109 -0.6%
59 60
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