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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
1776
Cornerstone Advisors (Washington)
Washington
$1.18M -$220K -1,937 -16%
OFS
1777
Orrstown Financial Services
Pennsylvania
$1.18M -$79.3K -699 -6%
PG
1778
Proffitt & Goodson
Tennessee
$1.17M -$47.5K -418 -4%
AWM
1779
AllSquare Wealth Management
New York
$1.17M +$11.4K +100 +1%
LFASL
1780
Lugano Financial Advisors SA (LFA)
Switzerland
$1.17M +$121K +1,070 +12%
PK
1781
Pflug Koory
Nebraska
$1.16M -$366K -3,225 -24%
CGA
1782
Crescent Grove Advisors
Illinois
$1.16M +$34.1K +300 +3%
SFG
1783
Summit Financial Group
West Virginia
$1.15M -$38K -335 -3%
LC
1784
Loews Corp
New York
$1.15M – – –
FM
1785
Forward Management
California
$1.15M -$289K -2,550 -20%
FPCP
1786
Fort Point Capital Partners
California
$1.15M +$181K +1,595 +19%
GHAM
1787
Gilman Hill Asset Management
Connecticut
$1.14M -$2.84K -25 -0.2%
TAM
1788
Trillium Asset Management
Massachusetts
$1.14M -$17.7K -156 -2%
AA
1789
Alesco Advisors
New York
$1.14M +$57.1K +503 +5%
PFC
1790
Phocas Financial Corp
California
$1.14M -$27.2K -240 -2%
HCM
1791
HMS Capital Management
Tennessee
$1.14M +$107K +942 +10%
SG
1792
StoneX Group
New York
$1.14M -$11K -97 -1%
AAM
1793
American Asset Management
Florida
$1.13M +$44.3K +390 +4%
AF
1794
Ally Financial
Michigan
$1.13M -$7.38M -65,000 -87%
CAI
1795
Capital Advisors Inc
Oklahoma
$1.13M -$36K -317 -3%
PAM
1796
Palisade Asset Management
Minnesota
$1.12M +$53.7K +473 +5%
FEG
1797
Fund Evaluation Group
Ohio
$1.12M -$169K -1,490 -13%
LJHT
1798
Laurie J. Hall Trustee
$1.11M – – –
PIM
1799
Profit Investment Management
Maryland
$1.1M – – –
HFA
1800
High Falls Advisors
New York
$1.1M -$115K -1,017 -9%
70 71
72
73 74