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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1626
Alta Capital Management
Utah
$327K +$130K +1,978 +58%
Pacer Advisors
1627
Pacer Advisors
Pennsylvania
$325K – – –
CBT
1628
Central Bank & Trust
Kentucky
$325K +$57.3K +875 +20%
PAA
1629
Peregrine Asset Advisers
Oregon
$324K +$6.55K +100 +2%
CAG
1630
Crestwood Advisors Group
Massachusetts
$324K +$97.1K +1,483 +39%
SCA
1631
Salient Capital Advisors
Texas
$323K -$97.5K -1,488 -22%
PCM
1632
Pointe Capital Management
Michigan
$322K – – –
BFPW
1633
BOK Financial Private Wealth
Colorado
$321K +$94.6K +1,444 +38%
NYLIM
1634
New York Life Investment Management
New York
$316K +$18.8K +287 +6%
CC
1635
Capital Counsel
New York
$315K -$93.3K -1,425 -22%
BL
1636
Balentine LLC
Georgia
$315K +$65.3K +997 +24%
PIM
1637
Profit Investment Management
Maryland
$314K -$135K -2,060 -29%
PCMC
1638
Paragon Capital Management (Colorado)
Colorado
$314K – – –
AF
1639
Aldebaran Financial
$313K -$52.2K -797 -14%
SWA
1640
SFMG Wealth Advisors
Texas
$312K +$1.31K +20 +0.4%
NFG
1641
Nadler Financial Group
Illinois
$311K +$52.7K +805 +19%
WIA
1642
Westbourne Investment Advisors
Maryland
$310K – – –
BRA
1643
Bender Robert & Associates
California
$307K +$4.26K +65 +1%
CIA
1644
CCM Investment Advisers
South Carolina
$306K -$298K -4,550 -48%
CRIG
1645
Charter Research & Investment Group
Connecticut
$305K – – –
RVPG
1646
Relative Value Partners Group
$305K – – –
MCM
1647
McGlinn Capital Management
Pennsylvania
$305K +$327K +5,000 New
LCP
1648
Lombardia Capital Partners
California
$303K – – –
WG
1649
Welch Group
Alabama
$303K +$62.4K +952 +24%
MWM
1650
Mission Wealth Management
California
$302K +$32K +489 +11%