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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
1551
Dock Street Asset Management
Florida
$278K – – –
PFS
1552
Prospera Financial Services
Texas
$276K +$270K +4,794 New
YP
1553
Yellowstone Partners
Idaho
$276K +$270K +4,797 New
CAI
1554
Capital Advisors Inc
Oklahoma
$276K -$232K -4,128 -46%
CYG
1555
Clean Yield Group
Vermont
$273K +$71.3K +1,268 +37%
BAM
1556
Brave Asset Management
New Jersey
$270K – – –
LCM
1557
LVM Capital Management
Michigan
$269K +$2.25K +40 +0.9%
AI
1558
Accredited Investors
Minnesota
$268K +$450 +8 +0.2%
BRA
1559
Bender Robert & Associates
California
$264K +$10.4K +185 +4%
BFPW
1560
BOK Financial Private Wealth
Colorado
$263K – – –
IIC
1561
Ironwood Investment Counsel
Arizona
$263K +$2.59K +46 +1%
GJCM
1562
Grand Jean Capital Management
California
$261K +$254K +4,525 New
HCM
1563
Hengehold Capital Management
Ohio
$260K -$17.3K -308 -6%
GA
1564
Glenhill Advisors
New York
$259K -$233K -4,142 -48%
FGP
1565
Foyston, Gordon, & Payne
Ontario, Canada
$258K – – –
MCM
1566
Munder Capital Management
Michigan
$257K -$81.8K -1,455 -25%
BOS
1567
Bingham Osborn & Scarborough
California
$256K +$43.5K +773 +21%
RH
1568
Rayner & Haynor
California
$255K – – –
CAG
1569
Crestwood Advisors Group
Massachusetts
$255K +$618 +11 +0.2%
NFC
1570
Northeast Financial Consultants
Connecticut
$252K -$1.12K -20 -0.5%
CCA
1571
Conestoga Capital Advisors
Pennsylvania
$250K – – –
IMS
1572
Index Management Solutions
Pennsylvania
$249K +$135K +2,394 +124%
HH
1573
Hilltop Holdings
Texas
$248K -$130K -2,305 -35%
ORI
1574
Oak Ridge Investments
Illinois
$248K – – –
GT
1575
Greenleaf Trust
Michigan
$248K +$242K +4,298 New
61 62
63
64 65