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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$31.7M -$2.19M -15,957 -7%
SPC
477
Stewart & Patten Company
California
$31.5M -$4.95K -36 -0%
MAA
478
Matrix Asset Advisors
New York
$31.3M +$20.4K +148 +0.1%
SSWM
479
Smith Salley Wealth Management
North Carolina
$31.3M +$120K +875 +0.4%
ONB
480
Old National Bancorp
Indiana
$31M -$1.55M -11,271 -5%
ACI
481
Alpha Cubed Investments
California
$30.9M +$849K +6,170 +3%
OC
482
Oakworth Capital
Alabama
$30.9M -$534K -3,879 -2%
SWP
483
Stratos Wealth Partners
Ohio
$30.7M +$2.32M +16,886 +9%
GW
484
GW & Wade
Massachusetts
$30.6M -$300K -2,182 -1%
NW
485
NewEdge Wealth
Pennsylvania
$30.6M +$9.72M +70,676 +50%
MIM
486
Manitou Investment Management
Ontario, Canada
$30.6M +$142K +1,032 +0.5%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$30.5M +$2.41M +17,501 +9%
Wealth Enhancement Advisory Services
488
Wealth Enhancement Advisory Services
Minnesota
$30.5M -$1.43M -10,372 -5%
DJSG
489
D.J. St. Germain
Massachusetts
$30.3M +$28.7M +208,626 New
LA
490
LBP AM
France
$30.3M +$5.23M +38,038 +22%
HCMG
491
Howard Capital Management Group
California
$30.2M -$74.8K -544 -0.3%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$30.1M +$3.45M +25,059 +14%
HCMT
493
Highland Capital Management (Tennessee)
Tennessee
$30.1M -$720K -5,234 -2%
BSA
494
Braun Stacey Associates
New York
$30M -$26.7M -194,276 -48%
ACH
495
ArrowMark Colorado Holdings
Colorado
$30M -$426K -3,100 -1%
HIMCH
496
Hartford Investment Management Co (HIMCO)
Connecticut
$30M -$5.78M -42,018 -17%
MIFH
497
Migdal Insurance & Financial Holdings
Israel
$30M +$22.4M +163,082 +375%
CTA
498
Chesley Taft & Associates
Illinois
$29.9M -$235K -1,706 -0.8%
NIM
499
Northeast Investment Management
Massachusetts
$29.6M -$1.04M -7,530 -4%
TNB
500
Thomasville National Bank
Georgia
$29.5M +$437K +3,180 +2%