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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
751
Argent Trust
Texas
$8.8M -$32.4K -425 -0.4%
BA
752
Bristol Advisors
Pennsylvania
$8.79M +$7.77M +101,900 New
DY
753
Dowling & Yahnke
California
$8.79M -$126K -1,650 -2%
CAM
754
Congress Asset Management
Massachusetts
$8.78M +$3.23M +42,320 +71%
ERIM
755
Eagle Ridge Investment Management
Connecticut
$8.76M -$20.3K -266 -0.3%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$8.67M +$49.3K +646 +0.6%
CNBT
757
Canandaigua National Bank & Trust
New York
$8.64M +$152K +1,990 +2%
GIM
758
Grassi Investment Management
California
$8.63M +$26.8K +352 +0.4%
TAM
759
Telemark Asset Management
Massachusetts
$8.63M +$7.63M +100,000 New
AA
760
Ancora Advisors
Ohio
$8.6M +$1.46M +19,206 +24%
DG
761
Davidson & Garrard
Virginia
$8.55M -$231K -3,031 -3%
RWA
762
Ropes Wealth Advisors
Massachusetts
$8.54M +$125K +1,637 +2%
CRC
763
Curi RMB Capital
Illinois
$8.53M +$4.18M +54,831 +125%
HRC
764
Hoertkorn Richard Charles
$8.52M -$45.8K -600 -0.6%
MYLI
765
Meiji Yasuda Life Insurance
Japan
$8.5M +$282K +3,700 +4%
EWM
766
Edge Wealth Management
New York
$8.46M -$152K -1,988 -2%
PI
767
Pettee Investors
Connecticut
$8.46M -$57.2K -750 -0.8%
OMC
768
Overbrook Management Corp
New York
$8.43M – – –
CTA
769
Chesley Taft & Associates
Illinois
$8.42M +$273K +3,574 +4%
NPF
770
Norris Perne & French
Michigan
$8.41M -$7.7K -101 -0.1%
AT
771
Arden Trust
Delaware
$8.4M +$105K +1,379 +1%
MA
772
Montag & Associates
Georgia
$8.34M +$9.91K +130 +0.1%
BCM
773
BTC Capital Management
Iowa
$8.33M -$129K -1,690 -2%
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.33M +$442K +5,793 +6%
BHIA
775
Birch Hill Investment Advisors
Massachusetts
$8.33M +$109K +1,435 +2%
29 30
31
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