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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
826
American Portfolios Advisors
New York
$9.75M +$59.8K +483 +0.6%
CCFCSB
827
Cape Cod Five Cents Savings Bank
Massachusetts
$9.73M +$492K +3,970 +5%
H
828
HoyleCohen
California
$9.71M +$2.48K +20 +0%
PAM
829
Peak Asset Management
Colorado
$9.69M +$26.8K +216 +0.3%
BDWM
830
Brewin Dolphin Wealth Management
Ireland
$9.61M +$5.15M +41,528 +95%
GP
831
Girard Partners
Pennsylvania
$9.53M +$107K +866 +1%
GT
832
Greenleaf Trust
Michigan
$9.53M +$1.35M +10,903 +15%
RBA
833
Richard Bernstein Advisors
New York
$9.52M +$4.09K +33 +0%
LWM
834
Lyell Wealth Management
California
$9.51M -$62.8K -507 -0.6%
CAC
835
Core Alternative Capital
Georgia
$9.47M +$2.61M +21,089 +33%
FAM
836
Fred Alger Management
New York
$9.46M +$3.74M +30,214 +56%
TW
837
Transform Wealth
Colorado
$9.44M +$134K +1,081 +1%
LNWWM
838
Laird Norton Wetherby Wealth Management
California
$9.4M +$998K +8,053 +11%
FCBT
839
First Citizens Bank & Trust
North Carolina
$9.37M -$1.62M -13,059 -14%
HFS
840
Haverford Financial Services
Pennsylvania
$9.33M -$208K -1,680 -2%
IIM
841
Intact Investment Management
Quebec, Canada
$9.33M +$384K +3,100 +4%
TIM
842
Thompson Investment Management
Wisconsin
$9.32M +$589K +4,752 +6%
PCIA
843
Prime Capital Investment Advisors
Kansas
$9.32M -$252K -2,034 -2%
BFIM
844
Beese Fulmer Investment Management
Ohio
$9.3M +$17.8K +144 +0.2%
CCG
845
Cypress Capital Group
Florida
$9.28M +$124 +1 +0%
EAM
846
EULAV Asset Management
Florida
$9.23M -$743K -6,000 -7%
SBIA
847
Sheaff Brock Investment Advisors
Indiana
$9.22M -$2.56M -20,629 -20%
MOS
848
MGO One Seven
Ohio
$9.22M -$1.81M -14,625 -15%
SWM
849
Stockman Wealth Management
Montana
$9.2M +$1.17M +9,448 +13%
JWBC
850
J.W. Burns & Co
New York
$9.18M +$186K +1,502 +2%
32 33
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