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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
776
TruWealth Advisors
Louisiana
$15.1M +$299K +1,905 +2%
CI
777
Cigna Investments
Connecticut
$15M -$433K -2,760 -3%
NEAM
778
New England Asset Management
Connecticut
$15M +$663K +4,230 +5%
GWM
779
Geneos Wealth Management
Colorado
$15M +$637K +4,065 +5%
CIS
780
Connors Investor Services
Pennsylvania
$15M +$195K +1,243 +1%
FAT
781
First American Trust
California
$15M +$548K +3,495 +4%
TTWM
782
TCV Trust & Wealth Management
Virginia
$14.9M +$164K +1,045 +1%
RIM
783
Regent Investment Management
Kentucky
$14.9M -$313K -1,998 -2%
PVH
784
Psagot Value Holdings
Israel
$14.9M -$47.7M -304,510 -77%
EWM
785
Edge Wealth Management
New York
$14.9M +$556K +3,544 +4%
RPC
786
Rossmore Private Capital
Connecticut
$14.9M -$85.1K -543 -0.6%
PA
787
Profund Advisors
Maryland
$14.9M -$29.7M -189,217 -68%
PTC
788
Private Trust Company
Ohio
$14.8M +$262K +1,674 +2%
FCBT
789
First Citizens Bank & Trust
North Carolina
$14.7M -$20.9K -133 -0.1%
CFC
790
Cincinnati Financial Corp
Ohio
$14.7M – – –
SB
791
Simmons Bank
Arkansas
$14.7M +$809K +5,160 +6%
DY
792
Dowling & Yahnke
California
$14.7M -$133K -848 -0.9%
LMIM
793
Lockheed Martin Investment Management
Maryland
$14.7M -$6.96M -44,402 -33%
CWM
794
Calamos Wealth Management
Illinois
$14.6M +$51.6K +329 +0.4%
LIM
795
Leavell Investment Management
Alabama
$14.6M +$282K +1,796 +2%
AC
796
Alexandria Capital
Virginia
$14.5M -$53.5K -341 -0.4%
RWP
797
RWA Wealth Partners
Massachusetts
$14.4M +$288K +1,838 +2%
BFA
798
Bragg Financial Advisors
North Carolina
$14.3M +$150K +957 +1%
CC
799
Cannell & Co
New York
$14.3M -$314K -2,006 -2%
CBB
800
Citizens Business Bank
California
$14.3M -$1.38M -8,810 -9%
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