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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
751
Rothschild Capital Partners
New York
$34M +$251K +808 +0.8%
LWM
752
Lyell Wealth Management
California
$33.9M +$930K +2,996 +3%
EF
753
Empirical Finance
Pennsylvania
$33.8M +$954K +3,073 +3%
AWM
754
Absher Wealth Management
North Carolina
$33.8M -$10.2K -33 -0%
CPIG
755
Chicago Partners Investment Group
Illinois
$33.7M +$852K +2,743 +3%
CFO
756
Callan Family Office
Pennsylvania
$33.5M +$484K +1,557 +2%
SLI
757
Sumitomo Life Insurance
Japan
$33.4M -$465K -1,497 -1%
HP
758
Hosking Partners
United Kingdom
$33.4M -$508K -1,635 -2%
BCP
759
BSN Capital Partners
United Kingdom
$33.3M +$31.1M +100,000 New
OHIS
760
Oak Harvest Investment Services
Texas
$33.3M +$5.27M +16,970 +20%
CCM
761
Coldstream Capital Management
Washington
$33.3M -$1.14M -3,661 -3%
TNB
762
Thomasville National Bank
Georgia
$33.3M +$31.6M +101,633 New
BFA
763
Bragg Financial Advisors
North Carolina
$33.2M +$624K +2,008 +2%
DT
764
Diversified Trust
Tennessee
$33.1M +$225K +724 +0.7%
HPG
765
Harvest Portfolios Group
Ontario, Canada
$33.1M -$166K -533 -0.5%
FA
766
Fiduciary Alliance
South Carolina
$32.9M -$5.83M -18,774 -16%
GAM
767
Gotham Asset Management
New York
$32.8M -$4.35M -13,992 -12%
TIS
768
Titan Investment Solutions
$32.7M +$1.54M +4,963 +5%
JMFC
769
J.M. Forbes & Co
Massachusetts
$32.7M +$58.4K +188 +0.2%
RWM
770
Ritholtz Wealth Management
New York
$32.6M +$815K +2,625 +3%
CGPCS
771
Capital Group Private Client Services
California
$32.6M -$3.98M -12,817 -11%
NEI
772
Northwest & Ethical Investments
Ontario, Canada
$32.6M +$1.58M +5,095 +5%
CAMG
773
CWA Asset Management Group
Florida
$32.5M +$768K +2,472 +3%
KCM
774
Kornitzer Capital Management
Kansas
$32.5M -$227K -731 -0.7%
WC
775
Whitney & Co
New York
$32.5M -$9.63K -31 -0%
29 30
31
32 33