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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HI
701
Horizon Investments
North Carolina
$37.6M -$4.91M -15,814 -12%
FCBT
702
First Citizens Bank & Trust
North Carolina
$37.5M -$11.7M -37,727 -25%
LOAMS
703
Lombard Odier Asset Management (Switzerland)
Switzerland
$37.5M -$137K -440 -0.4%
WANY
704
Wealthspire Advisors (New York)
New York
$37.5M +$15.9M +51,054 +80%
TYCC
705
Texas Yale Capital Corp
Florida
$37.4M -$140K -450 -0.4%
NRG
706
Nemes Rush Group
Michigan
$37.4M +$791K +2,546 +2%
GI
707
GAMMA Investing
California
$37.4M +$2.19M +7,067 +7%
SCA
708
Stonebridge Capital Advisors
Minnesota
$37.3M -$693K -2,230 -2%
JWCA
709
J.W. Cole Advisors
Florida
$37M -$1.15M -3,714 -3%
TF
710
Talbot Financial
Washington
$37M +$510K +1,642 +1%
FCH
711
Freestone Capital Holdings
Washington
$36.8M +$2.2M +7,092 +7%
HFS
712
Hantz Financial Services
Michigan
$36.6M +$567K +1,827 +2%
DIA
713
Dana Investment Advisors
Wisconsin
$36.5M -$2.09M -6,730 -6%
CTA
714
Colonial Trust Advisors
South Carolina
$36.3M +$223K +718 +0.7%
JPMIA
715
J.P. Marvel Investment Advisors
Massachusetts
$36.2M +$54K +174 +0.2%
MWM
716
Mission Wealth Management
California
$36.2M +$14.7M +47,275 +75%
MGP
717
Metis Global Partners
California
$36.1M -$8.22M -26,463 -19%
CSP
718
Cary Street Partners
Virginia
$36.1M +$1.59M +5,133 +5%
PCMF
719
Private Capital Management (Florida)
Florida
$36.1M -$552K -1,776 -2%
FFIC
720
First Fiduciary Investment Counsel
Ohio
$36M -$3.46M -11,135 -9%
SBCM
721
Schwerin Boyle Capital Management
Massachusetts
$36M -$528K -1,700 -2%
AWAG
722
ARS Wealth Advisors Group
Florida
$35.9M -$340K -1,096 -1%
SRC
723
Shufro Rose & Co
New York
$35.9M -$1.37M -4,403 -4%
Hudson Bay Capital Management
724
Hudson Bay Capital Management
Connecticut
$35.8M -$27.4M -88,385 -45%
PMG
725
Private Management Group
California
$35.7M -$187K -601 -0.5%