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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FLII
701
First Long Island Investors
New York
$38.1M +$14.9K +48 +0%
PP
702
Patten & Patten
Tennessee
$38.1M -$215K -693 -0.6%
OIA
703
OneDigital Investment Advisors
Kansas
$37.9M +$2.26M +7,278 +7%
ACA
704
Anchor Capital Advisors
Massachusetts
$37.7M -$11.1M -35,806 -24%
HI
705
Horizon Investments
North Carolina
$37.6M -$4.91M -15,814 -12%
FCBT
706
First Citizens Bank & Trust
North Carolina
$37.5M -$11.7M -37,727 -25%
LOAMS
707
Lombard Odier Asset Management (Switzerland)
Switzerland
$37.5M -$137K -440 -0.4%
WANY
708
Wealthspire Advisors (New York)
New York
$37.5M +$15.9M +51,054 +80%
TYCC
709
Texas Yale Capital Corp
Florida
$37.4M -$140K -450 -0.4%
NRG
710
Nemes Rush Group
Michigan
$37.4M +$791K +2,546 +2%
GI
711
GAMMA Investing
California
$37.4M +$2.19M +7,067 +7%
SCA
712
Stonebridge Capital Advisors
Minnesota
$37.3M -$693K -2,230 -2%
JWCA
713
J.W. Cole Advisors
Florida
$37M -$1.15M -3,714 -3%
TF
714
Talbot Financial
Washington
$37M +$510K +1,642 +1%
FCH
715
Freestone Capital Holdings
Washington
$36.8M +$2.2M +7,092 +7%
HFS
716
Hantz Financial Services
Michigan
$36.6M +$567K +1,827 +2%
DIA
717
Dana Investment Advisors
Wisconsin
$36.5M -$2.09M -6,730 -6%
CTA
718
Colonial Trust Advisors
South Carolina
$36.3M +$223K +718 +0.7%
JPMIA
719
J.P. Marvel Investment Advisors
Massachusetts
$36.2M +$54K +174 +0.2%
MWM
720
Mission Wealth Management
California
$36.2M +$14.7M +47,275 +75%
MGP
721
Metis Global Partners
California
$36.1M -$8.22M -26,463 -19%
CSP
722
Cary Street Partners
Virginia
$36.1M +$1.59M +5,133 +5%
PCMF
723
Private Capital Management (Florida)
Florida
$36.1M -$552K -1,776 -2%
FFIC
724
First Fiduciary Investment Counsel
Ohio
$36M -$3.46M -11,135 -9%
SBCM
725
Schwerin Boyle Capital Management
Massachusetts
$36M -$528K -1,700 -2%
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