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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$14.2M -$10M -68,033 -39%
MWM
727
Meridian Wealth Management
Kentucky
$14.2M -$774K -5,245 -5%
CTA
728
Colonial Trust Advisors
South Carolina
$14.2M +$231K +1,562 +2%
UBV
729
United Bank (Virginia)
Virginia
$14.1M -$79.1K -536 -0.5%
CNC
730
Canandaigua National Corp
New York
$14.1M -$419K -2,841 -3%
WC
731
Whitney & Co
New York
$14.1M +$150K +1,013 +1%
Acadian Asset Management
732
Acadian Asset Management
Massachusetts
$14.1M -$6.95M -47,116 -31%
SHFA
733
SS&H Financial Advisors
Michigan
$14.1M +$15.3M +103,317 New
BBI
734
Baxter Bros Inc
Connecticut
$14.1M +$21.8K +148 +0.1%
RCP
735
Rothschild Capital Partners
New York
$14M -$630K -4,267 -4%
VAS
736
Vestmark Advisory Solutions
Massachusetts
$14M +$1.9M +12,887 +14%
NCM
737
Novare Capital Management
North Carolina
$14M -$180K -1,218 -1%
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$14M +$218K +1,479 +1%
IC
739
Inverness Counsel
New York
$14M +$2.92M +19,769 +24%
TYCC
740
Texas Yale Capital Corp
Florida
$14M -$59.6K -404 -0.4%
NB
741
NBT Bank
New York
$13.9M -$290K -1,966 -2%
AIA
742
AGF Investments America
Ontario, Canada
$13.9M +$7.2M +48,746 +91%
ERIC
743
Eagle Rock Investment Company
Georgia
$13.9M -$303K -2,054 -2%
Vanguard Personalized Indexing Management
744
Vanguard Personalized Indexing Management
California
$13.9M +$4.15M +28,093 +38%
NW
745
NewEdge Wealth
Pennsylvania
$13.8M +$3.94M +26,700 +36%
WS
746
Wedbush Securities
California
$13.8M +$1.21M +8,189 +9%
WIM
747
Waverton Investment Management
United Kingdom
$13.8M +$63.9K +433 +0.4%
PFS
748
Prospera Financial Services
Texas
$13.8M -$1.55M -10,497 -9%
FFBTD
749
First Financial Bank - Trust Division
Ohio
$13.7M +$371K +2,515 +3%
DT
750
Diversified Trust
Tennessee
$13.7M +$1.63M +11,010 +12%