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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
701
Perigon Wealth Management
California
$24.3M +$82.1K +420 +0.4%
PMG
702
ProVise Management Group
Florida
$24M -$70K -358 -0.3%
TCM
703
TAM Capital Management
Connecticut
$24M +$9.13M +46,719 +65%
AF
704
Alerus Financial
North Dakota
$23.9M -$725K -3,710 -3%
GKIM
705
GW&K Investment Management
Massachusetts
$23.9M +$7M +35,822 +43%
WA
706
Waverly Advisors
Alabama
$23.9M +$7.77M +39,739 +51%
CHAM
707
Clear Harbor Asset Management
Connecticut
$23.7M -$463K -2,370 -2%
PCMF
708
Private Capital Management (Florida)
Florida
$23.4M -$703K -3,596 -3%
VF
709
Vest Financial
Virginia
$23.4M +$3.8M +19,424 +20%
KWM
710
Kingsview Wealth Management
Oregon
$23.3M +$857K +4,384 +4%
WorldQuant Millennium Advisors
711
WorldQuant Millennium Advisors
New York
$23.3M +$11.8M +60,522 +111%
ACIM
712
Azimuth Capital Investment Management
Michigan
$23.3M -$718K -3,672 -3%
AHC
713
Adell Harriman & Carpenter
Texas
$23.3M +$559K +2,857 +3%
SW
714
Simplicity Wealth
New Jersey
$23.3M +$1.81M +9,236 +9%
VV
715
Verity & Verity
South Carolina
$23.2M +$405K +2,072 +2%
AIM
716
Avity Investment Management
Connecticut
$23.2M -$212K -1,085 -0.9%
SDIC
717
South Dakota Investment Council
South Dakota
$23.2M -$1.41M -7,221 -6%
CIM
718
Courant Investment Management
Tennessee
$23.2M
JMFC
719
J.M. Forbes & Co
Massachusetts
$23.2M +$378K +1,931 +2%
FAT
720
First American Trust
California
$23M +$1.14M +5,855 +5%
MAM
721
Martingale Asset Management
Massachusetts
$23M -$640K -3,272 -3%
DMC
722
Drexel Morgan & Co
Pennsylvania
$23M
SCA
723
Stillwater Capital Advisors
Pennsylvania
$23M -$328K -1,678 -1%
MFAM
724
Motley Fool Asset Management
Virginia
$22.9M +$5.16M +26,392 +31%
CIA
725
Choate Investment Advisors
Massachusetts
$22.6M -$899K -4,600 -4%