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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$25.8M +$1.19M +8,622 +5%
CGH
552
Crossmark Global Holdings
Texas
$25.8M +$1.79M +13,001 +9%
KIA
553
KCM Investment Advisors
California
$25.7M +$218K +1,582 +0.9%
AP
554
Appleton Partners
Massachusetts
$25.5M +$126K +918 +0.5%
CTC
555
Central Trust Company
Missouri
$25.5M +$174K +1,265 +0.7%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$25.5M +$72.2K +525 +0.3%
BCP
557
Blue Chip Partners
Michigan
$25.4M +$455K +3,306 +2%
PCM
558
Palisade Capital Management
New Jersey
$25.4M -$1.24M -8,984 -5%
Man Group
559
Man Group
United Kingdom
$25.4M +$24M +174,478 New
MLL
560
Moody Lynn & Lieberson
Massachusetts
$25.3M +$427K +3,107 +2%
LG
561
LaFleur & Godfrey
Michigan
$25.3M +$336K +2,443 +1%
FFA
562
First Foundation Advisors
California
$25.1M -$1.84M -13,362 -7%
AAS
563
Avantax Advisory Services
Texas
$25.1M +$429K +3,116 +2%
RWP
564
RWA Wealth Partners
Massachusetts
$25M +$5.89M +42,827 +33%
SSB
565
Sandy Spring Bank
Maryland
$24.9M -$455K -3,310 -2%
RC
566
Randolph Company
Ohio
$24.9M -$21.3K -155 -0.1%
PP
567
Prudential plc
United Kingdom
$24.9M -$6.97M -50,709 -23%
MIM
568
Marco Investment Management
Georgia
$24.7M -$85.3K -620 -0.4%
CWM
569
Congress Wealth Management
Massachusetts
$24.7M -$109K -794 -0.5%
AT
570
Arvest Trust
Oklahoma
$24.7M -$633K -4,599 -3%
API
571
Advisor Partners II
California
$24.6M +$3.64M +26,490 +19%
V
572
Veritable
Delaware
$24.6M +$107K +775 +0.5%
PWAG
573
Polaris Wealth Advisory Group
California
$24.4M +$1.07M +7,807 +5%
ACA
574
Aptus Capital Advisors
Alabama
$24.1M -$1.12M -8,136 -5%
LBC
575
Lowe Brockenbrough & Co
Virginia
$24.1M +$82.8K +602 +0.4%