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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
1551
Accuvest Global Advisors
Utah
$291K -$100K -1,715 -26%
LWM
1552
Lenox Wealth Management
Ohio
$290K -$6.02K -103 -2%
DSAM
1553
Dock Street Asset Management
Florida
$290K – – –
CAG
1554
Crestwood Advisors Group
Massachusetts
$290K +$23.4K +400 +9%
SIG
1555
Sky Investment Group
Connecticut
$290K +$281K +4,808 New
IIC
1556
Ironwood Investment Counsel
Arizona
$287K +$11.8K +202 +4%
CYG
1557
Clean Yield Group
Vermont
$285K – – –
IMS
1558
Index Management Solutions
Pennsylvania
$285K +$23.7K +405 +9%
SAM
1559
SignalPoint Asset Management
Missouri
$283K -$29.2K -499 -10%
BAM
1560
Brave Asset Management
New Jersey
$283K – – –
CCB
1561
Cutter & Co Brokerage
Missouri
$282K +$22.7K +389 +9%
MBT
1562
Montecito Bank & Trust
California
$281K -$14.5K -248 -5%
LNB
1563
Ledyard National Bank
$281K +$24.4K +417 +10%
WWM
1564
Willingdon Wealth Management
North Carolina
$280K -$1.71M -29,235 -86%
AI
1565
Accredited Investors
Minnesota
$280K +$526 +9 +0.2%
UAS
1566
United Asset Strategies
New York
$279K -$34.7K -593 -11%
FWM
1567
Focused Wealth Management
New York
$278K +$49.5K +847 +22%
PL
1568
Plancorp LLC
Missouri
$277K +$269K +4,600 New
BI
1569
Boulegeris Investments
Georgia
$276K +$267K +4,575 New
BFPW
1570
BOK Financial Private Wealth
Colorado
$275K – – –
HCM
1571
Hengehold Capital Management
Ohio
$271K – – –
FGP
1572
Foyston, Gordon, & Payne
Ontario, Canada
$269K – – –
BRA
1573
Bender Robert & Associates
California
$267K -$8.77K -150 -3%
RH
1574
Rayner & Haynor
California
$267K – – –
NFC
1575
Northeast Financial Consultants
Connecticut
$264K +$701 +12 +0.3%
61 62
63
64 65