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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1801
Clarius Group LLC
Washington
$458K – – –
BW
1802
Biegel & Waller
Maryland
$458K +$403K +5,284 New
MC
1803
Marcus Capital
Illinois
$457K -$34.3K -450 -8%
FBT
1804
First Bank & Trust
South Dakota
$457K +$404K +5,296 New
CRCP
1805
Copper Rock Capital Partners
Massachusetts
$456K -$58.5K -767 -13%
RCA
1806
Rex Capital Advisors
Rhode Island
$452K – – –
FPFS
1807
First Personal Financial Services
North Carolina
$451K -$10.1K -132 -2%
PAA
1808
Peregrine Asset Advisers
Oregon
$450K – – –
MSAM
1809
Moloney Securities Asset Management
Missouri
$450K +$398K +5,220 New
DW
1810
Domani Wealth
Pennsylvania
$448K -$44.2K -580 -10%
RWA
1811
RGT Wealth Advisors
Texas
$448K +$47.2K +619 +14%
SS
1812
Sunbelt Securities
Texas
$444K -$231K -3,032 -37%
OSAM
1813
O'Shaughnessy Asset Management
Connecticut
$442K +$382K +5,013 +4,476%
SM
1814
Sciencast Management
New Jersey
$441K -$494K -6,476 -56%
DDC
1815
DF Dent & Co
Maryland
$440K -$4.42K -58 -1%
OAM
1816
Oberweis Asset Management
Illinois
$439K -$23.3K -305 -6%
WDA
1817
Wendell David Associates
New Hampshire
$439K – – –
Cerity Partners
1818
Cerity Partners
New York
$436K +$385K +5,051 New
NYLT
1819
New York Life Trust
New York
$433K -$18.5K -243 -5%
BHA
1820
Beech Hill Advisors
New York
$433K – – –
FWM
1821
Focused Wealth Management
New York
$432K -$234K -3,068 -38%
FWP
1822
FAS Wealth Partners
Kansas
$431K +$381K +4,992 New
CP
1823
Camelot Portfolios
Ohio
$425K -$8.77K -115 -2%
RIG
1824
Renaissance Investment Group
Massachusetts
$425K +$375K +4,924 New
CS
1825
Comerica Securities
Michigan
$424K -$683K -8,962 -57%