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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OCAM
701
Onex Canada Asset Management
Ontario, Canada
$14.7M +$244K +1,928 +2%
BWFA
702
Baltimore-Washington Financial Advisors
Maryland
$14.6M -$145K -1,141 -1%
USAA
703
United Services Automobile Association
Texas
$14.6M -$872K -6,879 -6%
CWM
704
Cabot Wealth Management
Massachusetts
$14.6M -$959K -7,571 -7%
SFG
705
Sather Financial Group
Texas
$14.6M +$12.9M +101,538 +1,417%
DP
706
Dearborn Partners
Illinois
$14.6M -$68.9K -544 -0.5%
CTA
707
Colonial Trust Advisors
South Carolina
$14.5M +$80K +631 +0.6%
PWP
708
Perfromance Wealth Partners
Illinois
$14.5M -$441K -3,480 -3%
NWM
709
Nicola Wealth Management
British Columbia, Canada
$14.5M +$342K +2,700 +3%
TSW
710
Thompson Siegel & Walmsley
Virginia
$14.5M -$48.9K -386 -0.4%
GT
711
Greenleaf Trust
Michigan
$14.4M +$1.16M +9,152 +9%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$14.3M +$1.2M +9,471 +10%
PMG
713
ProVise Management Group
Florida
$14.3M +$1M +7,894 +8%
DT
714
Diversified Trust
Tennessee
$14.2M +$339K +2,676 +3%
BBHC
715
Brown Brothers Harriman & Co
New York
$14.2M +$2.6M +20,513 +24%
WFMPM
716
Woodley Farra Manion Portfolio Management
Indiana
$14.2M -$242K -1,911 -2%
KWM
717
Kingsview Wealth Management
Oregon
$14.2M +$410K +3,237 +3%
AHC
718
Anderson Hoagland & Co
Missouri
$14.1M -$6.46K -51 -0%
TIP
719
Torray Investment Partners
Maryland
$14.1M -$12K -95 -0.1%
NEAM
720
New England Asset Management
Connecticut
$14.1M -$209K -1,649 -2%
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.1M
BBI
722
Baxter Bros Inc
Connecticut
$14.1M -$144K -1,140 -1%
TF
723
Talbot Financial
Washington
$14.1M +$13.3M +104,828 New
WC
724
Whitney & Co
New York
$14M +$253 +2 +0%
FG
725
Fiduciary Group
Georgia
$14M -$225K -1,778 -2%