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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
Alerus Financial
North Dakota
$13.7M -$3.25M -19,764 -19%
PCIA
827
Prime Capital Investment Advisors
Kansas
$13.6M +$1.65M +10,038 +13%
HCM
828
Hilton Capital Management
New York
$13.6M -$245K -1,493 -2%
H
829
HoyleCohen
California
$13.6M +$329K +2,004 +2%
LWM
830
Lyell Wealth Management
California
$13.6M +$242K +1,471 +2%
APA
831
American Portfolios Advisors
New York
$13.5M +$984K +5,993 +8%
ECM
832
ExodusPoint Capital Management
New York
$13.5M +$4.92M +29,937 +54%
RP
833
Rice Partnership
Hawaii
$13.5M +$201K +1,223 +1%
JAM
834
JCIC Asset Management
Ontario, Canada
$13.5M -$49.3K -300 -0.4%
PAM
835
Peak Asset Management
Colorado
$13.5M -$49.9K -304 -0.4%
BHWM
836
Bar Harbor Wealth Management
New Hampshire
$13.4M +$392K +2,384 +3%
PP
837
Prospector Partners
Connecticut
$13.4M -$205K -1,250 -1%
DGAM
838
Desjardins Global Asset Management
Quebec, Canada
$13.4M +$13.9M +84,693 New
RBA
839
Richard Bernstein Advisors
New York
$13.4M -$1.92M -11,689 -12%
CC
840
Courier Capital
New York
$13.4M -$397K -2,416 -3%
IA
841
IFP Advisors
Florida
$13.3M +$231K +1,404 +2%
EP
842
Edgestream Partners
New Jersey
$13.3M +$8.92M +54,336 +184%
IAN
843
Integrated Advisors Network
Texas
$13.3M +$42.2K +257 +0.3%
FFM
844
Forum Financial Management
Illinois
$13.2M +$13.7M +83,301 New
KHLMTHM
845
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.2M – – –
PAS
846
Park Avenue Securities
New York
$13.1M +$1.17M +7,104 +9%
IC
847
Inverness Counsel
New York
$13.1M +$5.68M +34,612 +72%
LNC
848
Lincoln National Corp
Pennsylvania
$13M +$512K +3,120 +4%
PAG
849
Private Advisory Group
Washington
$13M +$624K +3,797 +5%
TW
850
Transform Wealth
Colorado
$13M -$86.7K -528 -0.6%
32 33
34
35 36