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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RVP
1626
Relative Value Partners
Illinois
$313K – – –
CRIG
1627
Charter Research & Investment Group
Connecticut
$313K +$301K +4,996 New
GCM
1628
Glaxis Capital Management
Florida
$313K +$301K +5,000 New
ZTNA
1629
Zions Trust National Association
Utah
$312K -$66.2K -1,100 -18%
CWM
1630
Cranbrook Wealth Management
Michigan
$312K +$300K +4,987 New
HIC
1631
Holderness Investments Company
North Carolina
$312K +$300K +4,992 New
SWM
1632
Segment Wealth Management
Texas
$310K -$15.6K -260 -5%
TCB
1633
Texas Capital Bancshares
Texas
$307K +$63.1K +1,048 +27%
HAIM
1634
Hunter Associates Investment Management
Pennsylvania
$305K -$2.71K -45 -0.9%
FC
1635
Financial Consulate
Maryland
$305K +$293K +4,867 New
BOS
1636
Bingham Osborn & Scarborough
California
$304K -$73.4K -1,219 -20%
PFS
1637
Prospera Financial Services
Texas
$303K +$12.2K +203 +4%
DSAM
1638
Dock Street Asset Management
Florida
$302K – – –
LWM
1639
Lenox Wealth Management
Ohio
$302K +$1.08K +18 +0.4%
BRA
1640
Bender Robert & Associates
California
$302K +$24.1K +400 +9%
FNBOH
1641
First National Bank of Hutchinson
Kansas
$302K +$49.4K +821 +21%
SCA
1642
Samson Capital Advisors
New York
$300K +$289K +4,800 New
SWA
1643
SFMG Wealth Advisors
Texas
$299K -$59.7K -992 -17%
CAG
1644
Crestwood Advisors Group
Massachusetts
$299K -$2.41K -40 -0.8%
SIG
1645
Sky Investment Group
Connecticut
$298K -$3.01K -50 -1%
CYG
1646
Clean Yield Group
Vermont
$296K – – –
JGUA
1647
John G. Ullman & Associates
New York
$293K -$1.82M -30,167 -87%
LNB
1648
Ledyard National Bank
$293K – – –
FWM
1649
Focused Wealth Management
New York
$289K +$60 +1 +0%
SAM
1650
SignalPoint Asset Management
Missouri
$286K -$7.7K -128 -3%
64 65
66
67 68