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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
776
Bragg Financial Advisors
North Carolina
$20.1M -$337K -1,725 -2%
CNBT
777
Canandaigua National Bank & Trust
New York
$20.1M -$272K -1,389 -1%
EF
778
Empirical Finance
Pennsylvania
$20M -$1.42M -7,244 -7%
SWM
779
Spire Wealth Management
Virginia
$19.9M -$2.05M -10,466 -10%
CAM
780
Cidel Asset Management
Ontario, Canada
$19.9M +$13.9M +71,286 +264%
CWM
781
Cabot Wealth Management
Massachusetts
$19.8M -$755K -3,863 -4%
YC
782
Yarbrough Capital
Tennessee
$19.8M – – –
ECG
783
Edge Capital Group
Georgia
$19.8M +$383K +1,959 +2%
TTWM
784
TCV Trust & Wealth Management
Virginia
$19.7M -$312K -1,596 -2%
NIM
785
NEOS Investment Management
Connecticut
$19.7M +$4.77M +24,416 +34%
TW
786
TritonPoint Wealth
Maryland
$19.5M -$66.9K -342 -0.4%
TSW
787
Thompson Siegel & Walmsley
Virginia
$19.5M +$1.95M +9,996 +12%
DAS
788
Dynamic Advisor Solutions
Arizona
$19.4M +$340K +1,741 +2%
TW
789
Transform Wealth
Colorado
$19.3M +$435K +2,225 +2%
FG
790
Fiduciary Group
Georgia
$19.3M -$268K -1,370 -1%
FIA
791
Foundations Investment Advisors
Arizona
$19.2M +$1.16M +5,946 +7%
FSA
792
Fort Sheridan Advisors
Illinois
$19.1M +$1.89M +9,644 +11%
BIC
793
Beach Investment Counsel
Pennsylvania
$19M -$3.14M -16,064 -15%
FNFDCM
794
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19M -$15.8K -81 -0.1%
LIM
795
Leavell Investment Management
Alabama
$18.9M +$400K +2,045 +2%
TF
796
Talbot Financial
Washington
$18.9M +$129K +661 +0.7%
DWT
797
Dorsey & Whitney Trust
South Dakota
$18.9M +$501K +2,565 +3%
LNWWM
798
Laird Norton Wetherby Wealth Management
California
$18.9M -$313K -1,602 -2%
CCC
799
Cincinnati Casualty Company
Ohio
$18.8M – – –
CSUI
800
Cincinnati Specialty Underwriters Insurance
Ohio
$18.8M – – –
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