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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Perfromance Wealth Partners
Illinois
$71.8M +$969K +3,120 +1%
AAP
502
Aristotle Atlantic Partners
Florida
$71.3M +$1.02M +3,287 +2%
O
503
Ossiam
France
$71.1M +$61M +196,502 +944%
SCP
504
Seizert Capital Partners
Michigan
$71M -$2.49M -8,021 -4%
TCOV
505
Trust Company of Vermont
Vermont
$70.6M +$67M +215,608 New
DWM
506
Destination Wealth Management
California
$70.3M -$297K -955 -0.4%
WIA
507
World Investment Advisors
California
$69.5M -$1.68M -5,404 -2%
GKIM
508
GW&K Investment Management
Massachusetts
$69.1M -$1.05M -3,391 -2%
VLKIM
509
Van Lanschot Kempen Investment Management
Netherlands
$69.1M +$809K +2,606 +1%
MSU
510
Mizuho Securities USA
New York
$68.7M +$14.5M +46,778 +29%
AI
511
Atria Investments
North Carolina
$68.6M +$262K +845 +0.4%
AWA
512
Arkadios Wealth Advisors
Georgia
$68.3M +$1.52M +4,895 +2%
GIBU
513
Gulf International Bank (UK)
United Kingdom
$67.8M -$1.07M -3,431 -2%
KB
514
Kimelman & Baird
New York
$67.6M -$448K -1,441 -0.7%
GI
515
Gradient Investments
Minnesota
$67.4M +$3.83M +12,346 +6%
MWM
516
Modera Wealth Management
New Jersey
$67.2M -$2.11M -6,780 -3%
CS
517
Cannell & Spears
New York
$67.2M -$1.24M -3,987 -2%
CIC
518
Crawford Investment Counsel
Georgia
$67.1M -$161K -519 -0.3%
OC
519
Oakworth Capital
Alabama
$67.1M +$870K +2,802 +1%
ADEF
520
Adams Diversified Equity Fund
Maryland
$67.1M – – –
DRZID
521
DePrince Race & Zollo Inc (DRZ)
Florida
$67M -$7.8M -25,101 -11%
MOS
522
MGO One Seven
Ohio
$66.9M +$12M +38,684 +23%
RIG
523
RiverFront Investment Group
Virginia
$66.6M +$3.89M +12,517 +7%
BPCE
524
Bank Pictet & Cie (Europe)
Germany
$66.2M -$50.6K -163 -0.1%
Pacer Advisors
525
Pacer Advisors
Pennsylvania
$65.4M +$20.2M +64,970 +48%