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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
651
Benjamin Edwards Inc
Missouri
$37.5M +$1.02M +4,005 +3%
AP
652
Appleton Partners
Massachusetts
$37.4M -$2.59M -10,159 -7%
AIMC
653
Alley Investment Management Company
Illinois
$37.3M -$240K -940 -0.7%
AAIS
654
ABN AMRO Investment Solutions
$37.2M -$2.93M -11,483 -8%
DWT
655
Dorsey & Whitney Trust
South Dakota
$37.1M -$354K -1,387 -1%
AWA
656
Arkadios Wealth Advisors
Georgia
$37.1M +$3.04M +11,918 +10%
CIA
657
Choate Investment Advisors
Massachusetts
$36.9M +$1.28M +5,034 +4%
PP
658
Patten & Patten
Tennessee
$36.8M -$912K -3,575 -3%
TBA
659
Tower Bridge Advisors
Pennsylvania
$36.8M -$1.06M -4,159 -3%
MC
660
Moors & Cabot
Massachusetts
$36.7M -$244K -958 -0.8%
NCM
661
Narwhal Capital Management
Georgia
$36.7M -$1.04M -4,091 -3%
SMFG
662
Sumitomo Mitsui Financial Group
Japan
$36.5M +$494K +1,935 +2%
SGK
663
Steigerwald Gordon & Koch
Virginia
$36.5M -$205K -804 -0.6%
OA
664
Oak Associates
Ohio
$36.4M -$2.72M -10,677 -8%
PCM
665
Palisade Capital Management
New Jersey
$36.4M -$770K -3,019 -2%
KWM
666
Kingsview Wealth Management
Oregon
$36.3M +$226K +885 +0.7%
DI
667
DKRT Investments
$36.2M +$31.9M +125,000 New
ALMGDA
668
AG2R La Mondiale Gestion d'Actifs
France
$36.2M +$58.7K +230 +0.2%
SBCM
669
Schwerin Boyle Capital Management
Massachusetts
$36.1M -$3.95M -15,493 -11%
FTWA
670
Fifth Third Wealth Advisors
Ohio
$36.1M +$4.24M +16,620 +15%
BWFA
671
Baltimore-Washington Financial Advisors
Maryland
$36.1M +$1.4M +5,471 +5%
VV
672
Verity & Verity
South Carolina
$36M -$523K -2,051 -2%
PWM
673
Perigon Wealth Management
California
$35.8M -$479K -1,878 -1%
AHB
674
Abner Herrman & Brock
New Jersey
$35.7M -$1.25M -4,897 -4%
FDCP
675
Foster Dykema Cabot & Partners
Massachusetts
$35.4M +$11.2K +44 +0%
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