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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TA
826
TruWealth Advisors
Louisiana
$13.1M +$1.88M +13,071 +18%
JAM
827
JCIC Asset Management
Ontario, Canada
$13.1M +$242K +1,680 +2%
NEAM
828
New England Asset Management
Connecticut
$13M +$173K +1,200 +1%
BFA
829
Bragg Financial Advisors
North Carolina
$13M +$278K +1,935 +2%
LNB
830
Ledyard National Bank
$13M +$158K +1,096 +1%
WAS
831
Wealth Advisory Solutions
Indiana
$13M +$2.01M +13,943 +19%
TIAM
832
TT International Asset Management
United Kingdom
$13M -$6.04M -41,950 -33%
TCA
833
Transcend Capital Advisors
New Jersey
$12.9M -$397K -2,757 -3%
BIA
834
Biondo Investment Advisors
Pennsylvania
$12.9M -$351K -2,437 -3%
BHWM
835
Bar Harbor Wealth Management
New Hampshire
$12.9M -$173K -1,202 -1%
RP
836
Rice Partnership
Hawaii
$12.9M +$501K +3,479 +4%
CCFCSB
837
Cape Cod Five Cents Savings Bank
Massachusetts
$12.9M -$383K -2,660 -3%
BBHC
838
Brown Brothers Harriman & Co
New York
$12.9M -$4.84M -33,664 -29%
SHGA
839
Sand Hill Global Advisors
California
$12.8M +$564K +3,919 +5%
RWP
840
RWA Wealth Partners
Massachusetts
$12.8M +$1.5M +10,401 +14%
SB
841
Simmons Bank
Arkansas
$12.8M -$669K -4,649 -5%
H
842
HoyleCohen
California
$12.7M -$49.2K -342 -0.4%
SFA
843
Sequoia Financial Advisors
Ohio
$12.7M +$900K +6,257 +8%
KHLMTHM
844
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$12.7M
DLCIG
845
D.L. Carlson Investment Group
New Hampshire
$12.6M -$602K -4,186 -5%
NSEDCP
846
NJ State Employees Deferred Compensation Plan
New Jersey
$12.5M
TIM
847
Thompson Investment Management
Wisconsin
$12.5M -$282K -1,959 -2%
HFS
848
Haverford Financial Services
Pennsylvania
$12.4M -$72.1K -501 -0.6%
WAM
849
Winslow Asset Management
Ohio
$12.4M -$16.1K -112 -0.1%
PTC
850
Private Trust Company
Ohio
$12.4M +$84.9K +590 +0.7%