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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
751
Pallas Capital Advisors
Massachusetts
$31.3M +$749K +2,517 +3%
BHIA
752
Birch Hill Investment Advisors
Massachusetts
$31.2M -$706K -2,374 -2%
AIM
753
Avity Investment Management
Connecticut
$31M -$600K -2,018 -2%
YC
754
Yarbrough Capital
Tennessee
$30.9M
CA
755
Callahan Advisors
Texas
$30.9M -$357K -1,199 -1%
JMFC
756
J.M. Forbes & Co
Massachusetts
$30.8M +$272K +915 +0.9%
BP
757
Ballentine Partners
Massachusetts
$30.8M +$304K +1,023 +1%
LFAS
758
Level Four Advisory Services
Texas
$30.8M -$1.15M -3,870 -4%
AAIS
759
ABN AMRO Investment Solutions
$30.8M -$9.15M -30,754 -24%
GC
760
Grimes & Company
Massachusetts
$30.7M +$2.97M +9,988 +11%
LW
761
Linscomb Wealth
Texas
$30.6M -$2.67M -8,969 -8%
Assenagon Asset Management
762
Assenagon Asset Management
Luxembourg
$30.6M +$172K +580 +0.6%
HCPC
763
Hamilton Capital Partners (Canada)
$30.6M -$4.4M -14,802 -13%
LWM
764
Lyell Wealth Management
California
$30.5M -$1.07M -3,597 -4%
AFG
765
Albion Financial Group
Utah
$30.5M +$155K +521 +0.5%
GAM
766
Gotham Asset Management
New York
$30.4M +$3.07M +10,328 +12%
GT
767
Greenleaf Trust
Michigan
$30.4M -$5.59M -18,811 -16%
CWP
768
Cyndeo Wealth Partners
Florida
$30.4M -$510K -1,714 -2%
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$30M +$171K +574 +0.6%
WTB
770
Washington Trust Bank
Washington
$29.9M -$1.41M -4,754 -5%
CIM
771
Courant Investment Management
Tennessee
$29.9M
IEFM
772
IQ EQ Fund Management
Ireland
$29.7M -$265K -890 -0.9%
TW
773
TritonPoint Wealth
Maryland
$29.7M -$514K -1,727 -2%
RAM
774
Rempart Asset Management
Canada
$29.7M -$1.07M -3,610 -4%
GRP
775
Global Retirement Partners
California
$29.7M +$387K +1,301 +1%