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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1626
Crestwood Advisors Group
Massachusetts
$324K +$97.1K +1,483 +39%
SCA
1627
Salient Capital Advisors
Texas
$323K -$97.5K -1,488 -22%
PCM
1628
Pointe Capital Management
Michigan
$322K – – –
BFPW
1629
BOK Financial Private Wealth
Colorado
$321K +$94.6K +1,444 +38%
NYLIM
1630
New York Life Investment Management
New York
$316K +$18.8K +287 +6%
CC
1631
Capital Counsel
New York
$315K -$93.3K -1,425 -22%
BL
1632
Balentine LLC
Georgia
$315K +$65.3K +997 +24%
PIM
1633
Profit Investment Management
Maryland
$314K -$135K -2,060 -29%
PCMC
1634
Paragon Capital Management (Colorado)
Colorado
$314K – – –
AF
1635
Aldebaran Financial
$313K -$52.2K -797 -14%
SWA
1636
SFMG Wealth Advisors
Texas
$312K +$1.31K +20 +0.4%
NFG
1637
Nadler Financial Group
Illinois
$311K +$52.7K +805 +19%
WIA
1638
Westbourne Investment Advisors
Maryland
$310K – – –
BRA
1639
Bender Robert & Associates
California
$307K +$4.26K +65 +1%
CIA
1640
CCM Investment Advisers
South Carolina
$306K -$298K -4,550 -48%
CRIG
1641
Charter Research & Investment Group
Connecticut
$305K – – –
RVPG
1642
Relative Value Partners Group
$305K – – –
MCM
1643
McGlinn Capital Management
Pennsylvania
$305K +$327K +5,000 New
LCP
1644
Lombardia Capital Partners
California
$303K – – –
WG
1645
Welch Group
Alabama
$303K +$62.4K +952 +24%
MWM
1646
Mission Wealth Management
California
$302K +$32K +489 +11%
FCIM
1647
Fairview Capital Investment Management
California
$301K -$28.8K -440 -8%
GHA
1648
GW Henssler & Associates
Georgia
$299K +$40.3K +615 +14%
LRIC
1649
Long Road Investment Counsel
Michigan
$295K -$51.1K -780 -14%
SIG
1650
Sky Investment Group
Connecticut
$295K – – –
64 65
66
67 68