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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Horizon Investments
North Carolina
$13.9M +$7.16M +56,490 +117%
ERIC
727
Eagle Rock Investment Company
Georgia
$13.9M +$2.41K +19 +0%
SIMG
728
Sonora Investment Management Group
Arizona
$13.9M +$1.13M +8,888 +9%
SHFA
729
SS&H Financial Advisors
Michigan
$13.9M – – –
LNC
730
Lincoln National Corp
Pennsylvania
$13.8M +$364K +2,874 +3%
TTWM
731
TCV Trust & Wealth Management
Virginia
$13.8M +$119K +940 +0.9%
BFA
732
Bragg Financial Advisors
North Carolina
$13.8M +$440K +3,469 +3%
TW
733
Transform Wealth
Colorado
$13.7M +$2.66M +20,959 +26%
RCP
734
Rothschild Capital Partners
New York
$13.7M +$5.45K +43 +0%
FAT
735
First American Trust
California
$13.6M +$417K +3,295 +3%
UBV
736
United Bank (Virginia)
Virginia
$13.6M +$14.3K +113 +0.1%
LS
737
Livforsakringsbolaget Skandia
Sweden
$13.6M – – –
FFBTD
738
First Financial Bank - Trust Division
Ohio
$13.6M -$221K -1,746 -2%
MC
739
Middleton & Co
Massachusetts
$13.6M -$429K -3,387 -3%
JIR
740
James Investment Research
Ohio
$13.6M -$616K -4,858 -5%
VIM
741
Vancity Investment Management
British Columbia, Canada
$13.6M +$127K +1,004 +1%
WTB
742
Washington Trust Bank
Washington
$13.5M -$201K -1,583 -2%
PNAA
743
Pictet North America Advisors
Switzerland
$13.5M -$581K -4,589 -4%
CIA
744
CCM Investment Advisers
South Carolina
$13.4M -$454K -3,587 -3%
NSGL
745
No Street GP LP
California
$13.4M +$12.7M +100,000 New
BCM
746
BTC Capital Management
Iowa
$13.4M +$587K +4,631 +5%
SCM
747
Stevens Capital Management
Pennsylvania
$13.4M +$12.6M +99,667 New
TC
748
Telemus Capital
Michigan
$13.4M -$189K -1,492 -2%
NB
749
NBT Bank
New York
$13.4M -$43.3K -342 -0.3%
CA
750
CSM Advisors
Pennsylvania
$13.4M +$222K +1,750 +2%
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