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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
701
ProVise Management Group
Florida
$20.8M +$257K +1,698 +1%
AWM
702
Apollon Wealth Management
South Carolina
$20.8M +$6.03M +39,794 +48%
CHAM
703
Clear Harbor Asset Management
Connecticut
$20.6M -$54.6K -360 -0.3%
CA
704
Clearstead Advisors
Ohio
$20.5M +$453K +2,987 +3%
PAS
705
Park Avenue Securities
New York
$20.5M +$240K +1,586 +1%
AWAG
706
ARS Wealth Advisors Group
Florida
$20.4M +$7.02M +46,332 +63%
PCMF
707
Private Capital Management (Florida)
Florida
$20.3M +$514K +3,391 +3%
FAB
708
First American Bank
Illinois
$20.3M -$210K -1,389 -1%
AUB
709
Atlantic Union Bankshares
Virginia
$20.2M -$60.5K -399 -0.3%
DCM
710
Dupont Capital Management
Delaware
$20.2M -$3M -19,795 -14%
PIM
711
Penobscot Investment Management
Massachusetts
$20.1M +$613K +4,047 +4%
MLICM
712
Metropolitan Life Insurance Company (MetLife)
New York
$20M -$388K -2,561 -2%
LS
713
Livforsakringsbolaget Skandia
Sweden
$19.9M +$3.48M +22,992 +24%
NEI
714
Northwest & Ethical Investments
Ontario, Canada
$19.9M -$1.82M -12,025 -9%
BHIA
715
Birch Hill Investment Advisors
Massachusetts
$19.8M -$658K -4,340 -4%
SCA
716
Stillwater Capital Advisors
Pennsylvania
$19.7M -$67.1K -443 -0.4%
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$19.7M -$57.9K -382 -0.3%
QCM
718
Quantinno Capital Management
New York
$19.7M +$2.23M +14,735 +15%
AIM
719
Avity Investment Management
Connecticut
$19.5M +$1.74M +11,480 +11%
NB
720
Norinchukin Bank
Japan
$19.5M -$1.83M -12,055 -10%
MFIM
721
Mesirow Financial Investment Management
Illinois
$19.5M +$45.5M +300,089 New
CIM
722
Courant Investment Management
Tennessee
$19.5M – – –
IEFM
723
IQ EQ Fund Management
Ireland
$19.4M +$9.99M +65,934 +138%
JMFC
724
J.M. Forbes & Co
Massachusetts
$19.3M +$136K +895 +0.8%
DMC
725
Drexel Morgan & Co
Pennsylvania
$19.3M +$77.9K +514 +0.5%
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