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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Avity Investment Management
Connecticut
$26.5M -$959K -4,116 -4%
CHAM
727
Clear Harbor Asset Management
Connecticut
$26.5M -$1.51M -6,483 -6%
RC
728
RBO & Co
California
$26.5M -$247K -1,060 -1%
RCP
729
Rothschild Capital Partners
New York
$26.4M +$1.24M +5,313 +5%
JPMIA
730
J.P. Marvel Investment Advisors
Massachusetts
$26.4M -$94.3K -405 -0.4%
DP
731
Dearborn Partners
Illinois
$26.4M -$11.6K -50 -0%
VA
732
Vident Advisory
Georgia
$26.4M +$377K +1,617 +1%
CTA
733
Colonial Trust Advisors
South Carolina
$26.3M -$556K -2,386 -2%
TYCC
734
Texas Yale Capital Corp
Florida
$26.3M +$16.3K +70 +0.1%
ACIM
735
Azimuth Capital Investment Management
Michigan
$26.2M -$682K -2,926 -3%
TW
736
Transform Wealth
Colorado
$26.1M +$2.87M +12,334 +13%
EIP
737
Easterly Investment Partners
Massachusetts
$26.1M -$1.64M -7,038 -6%
SDIC
738
South Dakota Investment Council
South Dakota
$26.1M -$80.6K -346 -0.3%
ECG
739
Edge Capital Group
Georgia
$26.1M +$283K +1,213 +1%
KCM
740
Kodai Capital Management
Illinois
$26M +$25.3M +108,413 New
FCH
741
Freestone Capital Holdings
Washington
$25.9M -$32.8K -141 -0.1%
CA
742
Callahan Advisors
Texas
$25.9M -$1.79M -7,672 -7%
LW
743
Linscomb Wealth
Texas
$25.8M -$24.2K -104 -0.1%
BRWA
744
B. Riley Wealth Advisors
Florida
$25.7M -$2.93M -12,585 -10%
CAMG
745
CWA Asset Management Group
Florida
$25.7M +$2.65M +11,398 +12%
SHFA
746
SS&H Financial Advisors
Michigan
$25.5M – – –
AHC
747
Anderson Hoagland & Co
Missouri
$25.5M -$366K -1,571 -2%
CSP
748
Cary Street Partners
Virginia
$25.4M +$24.7M +105,978 New
SIA
749
Sit Investment Associates
Minnesota
$25.4M -$4.21M -18,073 -15%
GIM
750
Grassi Investment Management
California
$25.3M -$203K -873 -0.8%
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