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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
676
Trillium Asset Management
Massachusetts
$7.68M -$668K -11,095 -8%
PWM
677
Patriot Wealth Management
Texas
$7.63M +$169K +2,804 +2%
SCM
678
Suffolk Capital Management
New York
$7.56M +$1.48M +24,542 +25%
BFM
679
Boston Financial Management
Massachusetts
$7.56M +$15.4K +256 +0.2%
FNBT
680
FineMark National Bank & Trust
Florida
$7.52M +$782K +12,987 +12%
OMC
681
Overbrook Management Corp
New York
$7.5M +$82K +1,362 +1%
PCM
682
Palouse Capital Management
Washington
$7.48M -$5.42K -90 -0.1%
CCM
683
Channing Capital Management
Illinois
$7.47M +$728K +12,102 +11%
CWM
684
Cabot Wealth Management
Massachusetts
$7.46M +$103K +1,705 +1%
KCM
685
Kanawha Capital Management
Virginia
$7.43M +$90.3K +1,500 +1%
SSWM
686
Smith Salley Wealth Management
North Carolina
$7.41M +$604K +10,031 +9%
SC
687
SouthState Corp
Florida
$7.4M +$1.12M +18,561 +19%
RNS
688
Robert N. Shapiro
$7.39M -$838K -13,929 -11%
ACM
689
Advisors Capital Management
New Jersey
$7.39M -$241K -3,998 -3%
VW
690
Vantage Wealth
California
$7.32M +$112K +1,860 +2%
FNT
691
First National Trust
Pennsylvania
$7.29M +$265K +4,401 +4%
FFBTD
692
First Financial Bank - Trust Division
Ohio
$7.26M +$118K +1,969 +2%
1IA
693
1834 Investment Advisors
Wisconsin
$7.26M -$592K -9,831 -8%
SAM
694
Silvercrest Asset Management
New York
$7.25M -$41.8K -695 -0.6%
CC
695
ClearArc Capital
Ohio
$7.25M +$2.3M +38,176 +49%
LCP
696
LGT Capital Partners
Switzerland
$7.21M -$708K -11,770 -9%
MSU
697
Mizuho Securities USA
New York
$7.2M -$3.55M -59,023 -34%
BCM
698
Buckhead Capital Management
Georgia
$7.19M -$688K -11,430 -9%
BCM
699
BTC Capital Management
Iowa
$7.17M -$209K -3,471 -3%
TA
700
TBP Advisors
New York
$7.15M -$515K -8,553 -7%
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