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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1576
Capital Analysts LLC
Pennsylvania
$288K +$11.1K +202 +4%
SWM
1577
Segment Wealth Management
Texas
$286K +$1.37K +25 +0.5%
UAS
1578
United Asset Strategies
New York
$286K +$24.6K +449 +10%
MA
1579
MCF Advisors
Kentucky
$284K -$226K -4,132 -47%
DSAM
1580
Dock Street Asset Management
Florida
$282K – – –
PIA
1581
Peachtree Investment Advisors
Georgia
$282K +$264K +4,818 New
FC
1582
Fairpointe Capital
Illinois
$281K -$60.3K -1,100 -19%
SIG
1583
Sky Investment Group
Connecticut
$281K +$263K +4,808 New
IIC
1584
Ironwood Investment Counsel
Arizona
$280K +$9.86K +180 +4%
DAS
1585
Dynamic Advisor Solutions
Arizona
$274K +$257K +4,685 New
MCM
1586
Munder Capital Management
Michigan
$273K +$79.1K +1,443 +45%
CCA
1587
Conestoga Capital Advisors
Pennsylvania
$271K -$2.74K -50 -1%
AI
1588
Accredited Investors
Minnesota
$271K +$438 +8 +0.2%
RH
1589
Rayner & Haynor
California
$270K +$253K +4,625 New
BWM
1590
Braver Wealth Management
Massachusetts
$268K -$59.8K -1,092 -19%
BFPW
1591
BOK Financial Private Wealth
Colorado
$267K -$13.8K -252 -5%
BRA
1592
Bender Robert & Associates
California
$267K +$2.19K +40 +0.9%
KWMG
1593
King Wealth Management Group
Florida
$266K +$5.26K +96 +2%
HAIM
1594
Hunter Associates Investment Management
Pennsylvania
$266K -$25.3K -462 -9%
GCP
1595
GSA Capital Partners
United Kingdom
$262K -$2.31M -42,148 -90%
CAG
1596
Crestwood Advisors Group
Massachusetts
$262K -$15.1K -275 -6%
FIM
1597
Freedom Investment Management
Connecticut
$262K +$5.86K +107 +2%
FGP
1598
Foyston, Gordon, & Payne
Ontario, Canada
$261K – – –
NFC
1599
Northeast Financial Consultants
Connecticut
$261K +$244K +4,460 New
NFG
1600
Nadler Financial Group
Illinois
$257K -$17.3K -315 -7%
62 63
64
65 66