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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1651
Cookson Peirce & Co
Pennsylvania
$962K +$181K +2,100 +25%
AA
1652
Alesco Advisors
New York
$961K – – –
CAM
1653
ClariVest Asset Management
California
$959K -$18K -209 -2%
JFA
1654
JNBA Financial Advisors
Minnesota
$959K +$5.78K +67 +0.6%
MCWS
1655
McKinley Carter Wealth Services
West Virginia
$957K -$102K -1,177 -10%
PFC
1656
Phocas Financial Corp
California
$954K -$1.14M -13,252 -56%
CWG
1657
C WorldWide Group
Denmark
$941K – – –
LJHT
1658
Laurie J. Hall Trustee
$941K -$67.3K -780 -7%
MIS
1659
Morningstar Investment Services
Illinois
$940K -$71.9K -833 -7%
NGA
1660
Naples Global Advisors
Florida
$936K -$5.87K -68 -0.7%
AAM
1661
American Asset Management
Florida
$931K +$34.3K +397 +4%
AP
1662
Atwood & Palmer
Missouri
$931K +$270K +3,125 +44%
FPFS
1663
First Personal Financial Services
North Carolina
$930K +$307K +3,554 +54%
GAG
1664
GM Advisory Group
New York
$929K – – –
MAM
1665
Martingale Asset Management
Massachusetts
$928K +$199K +2,302 +29%
MWM
1666
Mission Wealth Management
California
$924K -$48.8K -565 -5%
RGIA
1667
Rainier Group Investment Advisory
Washington
$923K – – –
GCMG
1668
Gyroscope Capital Management Group
Florida
$919K – – –
KIA
1669
Kopp Investment Advisors
Minnesota
$917K -$2.33K -27 -0.3%
EMR
1670
Errol M. Rudman
$914K +$863K +10,000 New
MIM
1671
Miller Investment Management
Pennsylvania
$914K +$863K +10,000 New
SFG
1672
Sather Financial Group
Texas
$912K +$861K +9,973 New
CGA
1673
Crescent Grove Advisors
Illinois
$901K +$851K +9,862 New
RIM
1674
Ranger International Management
Illinois
$898K -$431K -5,000 -34%
ECM
1675
Evergreen Capital Management
Washington
$896K +$328K +3,798 +63%
65 66
67
68 69