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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
801
Summit Financial
New Jersey
$22.6M +$1.67M +7,167 +8%
RP
802
Rice Partnership
Hawaii
$22.5M +$598K +2,569 +3%
LIM
803
Leavell Investment Management
Alabama
$22.5M +$211K +908 +1%
BWP
804
Baldwin Wealth Partners
Massachusetts
$22.5M +$791K +3,398 +4%
RPC
805
Rossmore Private Capital
Connecticut
$22.4M +$55.7K +239 +0.3%
NEI
806
Northwest & Ethical Investments
Ontario, Canada
$22.4M +$4.86M +20,862 +29%
MOS
807
MGO One Seven
Ohio
$22.4M +$1.27M +5,443 +6%
GIA
808
GHP Investment Advisors
Colorado
$22.2M +$28.4K +122 +0.1%
FG
809
Fiduciary Group
Georgia
$22.2M -$447K -1,918 -2%
CWM
810
Cabot Wealth Management
Massachusetts
$22.2M -$894K -3,838 -4%
JWM
811
JGP Wealth Management
Oregon
$22.1M +$147K +631 +0.7%
CNBT
812
Canandaigua National Bank & Trust
New York
$22.1M -$315K -1,353 -1%
AG
813
AIA Group
Hong Kong
$22.1M +$3.77M +16,173 +21%
TTWM
814
TCV Trust & Wealth Management
Virginia
$22M -$710K -3,047 -3%
JSSH
815
J. Safra Sarasin Holding
$22M +$6.98M +29,984 +49%
CPCPP
816
Canada Post Corporation Pension Plan
Canada
$21.9M +$21.3M +91,367 New
BFIM
817
Beese Fulmer Investment Management
Ohio
$21.8M -$265K -1,138 -1%
FMC
818
First Merchants Corp
Indiana
$21.8M -$239K -1,025 -1%
IBOK
819
Independence Bank of Kentucky
Kentucky
$21.8M +$9.2M +39,520 +77%
CCM
820
Coldstream Capital Management
Washington
$21.8M +$103K +444 +0.5%
BP
821
Ballentine Partners
Massachusetts
$21.8M +$911K +3,910 +5%
GI
822
GAMMA Investing
California
$21.7M +$2.1M +9,008 +11%
GH
823
GAM Holding
Switzerland
$21.7M +$1.8M +7,746 +9%
BWP
824
Barlow Wealth Partners
Kentucky
$21.7M +$1.58M +6,779 +9%
LWM
825
Lyell Wealth Management
California
$21.6M +$41.9K +180 +0.2%
31 32
33
34 35