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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Crestwood Advisors Group
Massachusetts
$356K +$66.1K +1,014 +23%
CGL
1702
Clarius Group LLC
Washington
$353K -$51.9K -796 -13%
NFG
1703
Nadler Financial Group
Illinois
$353K +$10.3K +158 +3%
NYLT
1704
New York Life Trust
New York
$350K -$12.3K -189 -3%
CCMD
1705
Cypress Capital Management (Delaware)
Delaware
$349K +$125K +1,913 +58%
RCA
1706
Rex Capital Advisors
Rhode Island
$348K +$49.8K +764 +17%
CIP
1707
Capital Insight Partners
Arizona
$347K -$174K -2,663 -34%
PAA
1708
Peregrine Asset Advisers
Oregon
$347K -$13K -200 -4%
CI
1709
Cambiar Investors
Colorado
$346K -$74.5K -1,142 -18%
REMPR
1710
Roof Eidam Maycock Peralta (REMP)
California
$345K -$31K -475 -8%
TC
1711
TradeLink Capital
Illinois
$345K +$338K +5,184 New
DDC
1712
DF Dent & Co
Maryland
$344K – – –
AWA
1713
Arete Wealth Advisors
Illinois
$343K – – –
PHAM
1714
Palisades Hudson Asset Management
Florida
$343K – – –
HPWM
1715
Highland Private Wealth Management
Washington
$343K +$10.4K +159 +3%
CCA
1716
Clearwater Capital Advisors
Illinois
$342K +$45.1K +692 +16%
PAS
1717
Park Avenue Securities
New York
$341K +$47.3K +725 +16%
SSIA
1718
Spero-Smith Investment Advisers
Ohio
$341K +$334K +5,117 New
WDA
1719
Wendell David Associates
New Hampshire
$339K -$13.7K -210 -4%
PCM
1720
Pointe Capital Management
Michigan
$338K – – –
CP
1721
Camelot Portfolios
Ohio
$336K +$57.7K +885 +21%
I2I
1722
Insight 2811 Inc
Illinois
$335K -$52.3K -802 -14%
BHA
1723
Beech Hill Advisors
New York
$334K – – –
SIG
1724
Schooner Investment Group
Pennsylvania
$333K -$326K -5,000 -50%
PCMC
1725
Paragon Capital Management (Colorado)
Colorado
$331K – – –
67 68
69
70 71