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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
651
Bleakley Financial Group
New Jersey
$38.8M +$3.13M +10,323 +8%
ALMGDA
652
AG2R La Mondiale Gestion d'Actifs
France
$38.7M +$90.4K +298 +0.2%
VFA
653
Valeo Financial Advisors
Indiana
$38.6M -$3.73M -12,281 -9%
IAA
654
Independent Advisor Alliance
North Carolina
$38.5M -$12.7M -41,939 -24%
HI
655
Horizon Investments
North Carolina
$38.4M +$1.89M +6,219 +5%
NRS
656
Neville Rodie & Shaw
New York
$38.4M -$309K -1,017 -0.8%
AWM
657
Axxcess Wealth Management
California
$38.3M -$4.63M -15,249 -10%
NCM
658
Narwhal Capital Management
Georgia
$38.2M -$58.9K -194 -0.1%
7WCP
659
71 West Capital Partners
Massachusetts
$38M +$3.4M +11,206 +10%
CAM
660
Crake Asset Management
United Kingdom
$38M +$39.2M +129,019 New
SDJVC
661
St. Denis J. Villere & Co
Louisiana
$37.7M -$17.8M -58,713 -31%
PMAM
662
Picton Mahoney Asset Management
Ontario, Canada
$37.5M +$20.6M +67,867 +114%
NMERB
663
New Mexico Educational Retirement Board
New Mexico
$37.3M – – –
AP
664
Appleton Partners
Massachusetts
$37.2M -$158K -522 -0.4%
OAM
665
Ostrum Asset Management
France
$37.2M -$8.13M -26,796 -17%
MAM
666
Martingale Asset Management
Massachusetts
$37.1M -$3.4M -11,190 -8%
MC
667
Moors & Cabot
Massachusetts
$37M -$897K -2,957 -2%
TBA
668
Tower Bridge Advisors
Pennsylvania
$36.9M +$451K +1,485 +1%
HWA
669
Heritage Wealth Advisors
Virginia
$36.9M -$7.87M -25,923 -17%
LG
670
LaFleur & Godfrey
Michigan
$36.9M -$697K -2,298 -2%
VV
671
Verity & Verity
South Carolina
$36.8M +$59.5K +196 +0.2%
NB
672
NBT Bank
New York
$36.8M -$380K -1,252 -1%
DI
673
DKRT Investments
$36.8M – – –
FA
674
Fiduciary Alliance
South Carolina
$36.5M -$4.96M -16,358 -12%
BCM
675
Bridgeway Capital Management
Texas
$36.3M +$859K +2,831 +2%
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