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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
776
TD Private Client Wealth
New York
$19.9M +$397K +1,887 +2%
SWM
777
Spire Wealth Management
Virginia
$19.9M -$912K -4,332 -4%
DAS
778
Dynamic Advisor Solutions
Arizona
$19.8M -$426K -2,021 -2%
CNBT
779
Canandaigua National Bank & Trust
New York
$19.7M -$1.22M -5,772 -6%
RPC
780
Rossmore Private Capital
Connecticut
$19.7M +$67.2K +319 +0.3%
LIM
781
Leavell Investment Management
Alabama
$19.6M -$127K -604 -0.6%
CIA
782
Concurrent Investment Advisors
Florida
$19.6M +$1.41M +6,678 +8%
GIA
783
GHP Investment Advisors
Colorado
$19.5M +$17.3K +82 +0.1%
BIC
784
Beach Investment Counsel
Pennsylvania
$19.5M -$264K -1,253 -1%
PFM
785
Premier Fund Managers
United Kingdom
$19.5M +$10.4M +49,400 +114%
BFIM
786
Beese Fulmer Investment Management
Ohio
$19.4M -$8.21K -39 -0%
FMC
787
First Merchants Corp
Indiana
$19.4M +$219K +1,038 +1%
JWM
788
JGP Wealth Management
Oregon
$19.3M -$115K -545 -0.6%
LNWWM
789
Laird Norton Wetherby Wealth Management
California
$19.3M -$315K -1,495 -2%
CC
790
Courier Capital
New York
$19.3M -$108K -511 -0.6%
RP
791
Rice Partnership
Hawaii
$19.3M +$501K +2,377 +3%
CCM
792
Coldstream Capital Management
Washington
$19.2M +$1.72M +8,173 +10%
EWM
793
Edge Wealth Management
New York
$19.1M -$37.3K -177 -0.2%
Optiver Holding
794
Optiver Holding
Netherlands
$19.1M +$18.7M +88,999 +5,590%
BWP
795
Baldwin Wealth Partners
Massachusetts
$19.1M +$979K +4,650 +5%
FTWA
796
Fifth Third Wealth Advisors
Ohio
$19M +$3.23M +15,334 +20%
NMIMC
797
Northwestern Mutual Investment Management Company
Wisconsin
$19M -$256K -1,215 -1%
CFC
798
Cincinnati Financial Corp
Ohio
$19M
LWM
799
Lyell Wealth Management
California
$19M +$313K +1,486 +2%
BIA
800
Biondo Investment Advisors
Pennsylvania
$18.9M -$88K -418 -0.5%