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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1651
SFMG Wealth Advisors
Texas
$299K -$59.7K -992 -17%
CAG
1652
Crestwood Advisors Group
Massachusetts
$299K -$2.41K -40 -0.8%
SIG
1653
Sky Investment Group
Connecticut
$298K -$3.01K -50 -1%
CYG
1654
Clean Yield Group
Vermont
$296K – – –
JGUA
1655
John G. Ullman & Associates
New York
$293K -$1.82M -30,167 -87%
LNB
1656
Ledyard National Bank
$293K – – –
FWM
1657
Focused Wealth Management
New York
$289K +$60 +1 +0%
SAM
1658
SignalPoint Asset Management
Missouri
$286K -$7.7K -128 -3%
IIC
1659
Ironwood Investment Counsel
Arizona
$285K -$12K -199 -4%
KCM
1660
Karp Capital Management
California
$285K +$274K +4,550 New
UAS
1661
United Asset Strategies
New York
$284K -$5.66K -94 -2%
SFS
1662
Summit Financial Strategies
Ohio
$283K +$272K +4,519 New
YMRC
1663
Yorktown Management & Research Company
Virginia
$282K -$30.1K -500 -10%
FGP
1664
Foyston, Gordon, & Payne
Ontario, Canada
$280K – – –
NFG
1665
Nadler Financial Group
Illinois
$280K +$44.2K +734 +20%
SOADOR
1666
State of Alaska Department of Revenue
Alaska
$276K +$266K +4,420 New
NFC
1667
Northeast Financial Consultants
Connecticut
$275K +$782 +13 +0.3%
NERM
1668
New England Research & Management
Illinois
$275K +$265K +4,400 New
TNB
1669
Thomasville National Bank
Georgia
$272K -$2.78M -46,205 -91%
CCA
1670
Conestoga Capital Advisors
Pennsylvania
$272K – – –
BBNB
1671
Baker Boyer National Bank
Washington
$270K +$260K +4,318 New
USGIU
1672
U.S. Global Investors (USGI)
Texas
$269K +$259K +4,300 New
ORI
1673
Oak Ridge Investments
Illinois
$268K -$1.75K -29 -0.7%
MSR
1674
Main Street Research
Connecticut
$268K +$44K +732 +21%
KSA
1675
Ken Stern & Associates
California
$268K +$258K +4,284 New
65 66
67
68 69