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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
801
Community Bank of Raymore
Missouri
$14.3M -$1.79M -10,880 -11%
VAS
802
Vestmark Advisory Solutions
Massachusetts
$14.3M +$692K +4,214 +5%
GLA
803
Great Lakes Advisors
Illinois
$14.3M +$2.79M +17,019 +23%
CWM
804
Calamos Wealth Management
Illinois
$14.3M +$109K +664 +0.7%
CFC
805
Cincinnati Financial Corp
Ohio
$14.3M – – –
RWP
806
RWA Wealth Partners
Massachusetts
$14.2M +$362K +2,204 +3%
DY
807
Dowling & Yahnke
California
$14.2M -$16.4K -100 -0.1%
PWP
808
Perfromance Wealth Partners
Illinois
$14.2M +$14.7M +89,795 New
LIM
809
Leavell Investment Management
Alabama
$14.2M +$49.1K +299 +0.3%
DT
810
Diversified Trust
Tennessee
$14.2M +$743K +4,527 +5%
CBB
811
Citizens Business Bank
California
$14M +$186K +1,131 +1%
BBHC
812
Brown Brothers Harriman & Co
New York
$13.9M +$1.16M +7,040 +9%
LNB
813
Ledyard National Bank
$13.9M +$107K +652 +0.7%
TCA
814
Transcend Capital Advisors
New Jersey
$13.8M -$1.89M -11,501 -12%
CC
815
Cannell & Co
New York
$13.8M -$73.9K -450 -0.5%
PTC
816
Private Trust Company
Ohio
$13.7M -$586K -3,566 -4%
SHGA
817
Sand Hill Global Advisors
California
$13.7M +$145K +882 +1%
RFMS
818
RWQ Financial Management Services
Florida
$13.7M +$2.21M +13,433 +18%
BIA
819
Biondo Investment Advisors
Pennsylvania
$13.7M -$37K -225 -0.3%
CCM
820
Cohen Capital Management
California
$13.7M – – –
NWM
821
Nicola Wealth Management
British Columbia, Canada
$13.7M +$1.35M +8,200 +10%
GWM
822
Geneos Wealth Management
Colorado
$13.7M -$522K -3,179 -4%
SB
823
Simmons Bank
Arkansas
$13.7M -$554K -3,376 -4%
CWM
824
Circle Wealth Management
New Jersey
$13.7M +$127K +774 +0.9%
DCM
825
Discovery Capital Management
Connecticut
$13.7M +$14.2M +86,300 New
31 32
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34 35