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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
751
Great Valley Advisor Group
Delaware
$29.3M -$5.31M -20,796 -17%
LWM
752
Lyell Wealth Management
California
$29.1M +$1.15M +4,490 +5%
AIM
753
Avity Investment Management
Connecticut
$29.1M -$1.84M -7,210 -7%
WTB
754
Washington Trust Bank
Washington
$28.9M +$352K +1,379 +1%
FCH
755
Freestone Capital Holdings
Washington
$28.9M -$1.13M -4,414 -4%
UBV
756
United Bank (Virginia)
Virginia
$28.9M -$221K -867 -0.9%
SRC
757
Shufro Rose & Co
New York
$28.8M -$376K -1,475 -1%
ELC
758
Edgar Lomax Company
Virginia
$28.8M -$407K -1,595 -2%
CC
759
Cadinha & Co
Hawaii
$28.7M +$10.1M +39,443 +66%
OHIS
760
Oak Harvest Investment Services
Texas
$28.7M -$72.7K -285 -0.3%
CA
761
Callahan Advisors
Texas
$28.7M -$391K -1,531 -2%
TCOT
762
Trust Company of Toledo
Ohio
$28.7M -$744K -2,915 -3%
CCM
763
Coldstream Capital Management
Washington
$28.6M +$1.84M +7,212 +8%
CWP
764
Cyndeo Wealth Partners
Florida
$28.4M +$3.16M +12,381 +14%
MA
765
Mutual Advisors
Nebraska
$28.4M -$216K -845 -0.9%
YC
766
Yarbrough Capital
Tennessee
$28.4M
RAM
767
Rempart Asset Management
Canada
$28.3M -$1.63M -6,389 -6%
HPG
768
Harvest Portfolios Group
Ontario, Canada
$28.2M -$141K -551 -0.6%
TPCW
769
TD Private Client Wealth
New York
$28.1M +$412K +1,613 +2%
JMFC
770
J.M. Forbes & Co
Massachusetts
$28.1M -$51.5K -202 -0.2%
BP
771
Ballentine Partners
Massachusetts
$28M +$1.07M +4,210 +5%
PCA
772
Pallas Capital Advisors
Massachusetts
$28M +$85K +333 +0.3%
AG
773
AIA Group
Hong Kong
$28M -$2.68M -10,488 -10%
Assenagon Asset Management
774
Assenagon Asset Management
Luxembourg
$28M +$54.1K +212 +0.2%
AFCM
775
Applied Finance Capital Management
Puerto Rico
$27.9M +$1.7M +6,681 +7%