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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
OCA
851
OpenArc Corporate Advisory
Georgia
$27.2M +$795K +2,559 +3%
TTWM
852
TCV Trust & Wealth Management
Virginia
$27.2M -$473K -1,523 -2%
NSAM
853
North Star Asset Management
Wisconsin
$27.2M -$262K -845 -1%
DP
854
Dearborn Partners
Illinois
$27.2M -$42.9K -138 -0.2%
SW
855
SVB Wealth
Massachusetts
$27.2M -$3.61M -11,629 -12%
WIC
856
Woodmont Investment Counsel
Tennessee
$27.1M +$5.28K +17 +0%
PAM
857
Peak Asset Management
Colorado
$27M +$1.68M +5,406 +7%
MAS
858
Meeder Advisory Services
Ohio
$27M +$604K +1,946 +2%
WCMN
859
Westchester Capital Management (Nebraska)
Nebraska
$26.9M -$421K -1,355 -2%
FCIM
860
Fairview Capital Investment Management
California
$26.8M +$1.69M +5,440 +7%
RAM
861
Rempart Asset Management
Canada
$26.8M -$1.52M -4,880 -6%
CNBT
862
Canandaigua National Bank & Trust
New York
$26.8M +$25.4M +81,950 New
TCWA
863
Turtle Creek Wealth Advisors
Texas
$26.8M +$2.96M +9,527 +13%
M
864
MOTCO
Texas
$26.8M -$198K -636 -0.8%
TW
865
TritonPoint Wealth
Maryland
$26.7M -$628K -2,023 -2%
CCM
866
Cohen Capital Management
California
$26.7M -$1.29M -4,147 -5%
DAS
867
Dynamic Advisor Solutions
Arizona
$26.7M +$193K +620 +0.8%
AG
868
Ascent Group
Virginia
$26.7M -$295K -949 -1%
FNFDCM
869
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$26.7M -$284K -916 -1%
CTC (Chicago Trading Company)
870
CTC (Chicago Trading Company)
Illinois
$26.7M +$25.3M +81,497 New
JWM
871
JGP Wealth Management
Oregon
$26.6M +$277K +893 +1%
FCP
872
Fidelis Capital Partners
Florida
$26.6M +$2.69M +8,657 +12%
CC
873
Cadinha & Co
Hawaii
$26.6M +$15.1M +48,634 +149%
KWMG
874
King Wealth Management Group
Florida
$26.5M +$15.5K +50 +0.1%
SFG
875
SNS Financial Group
Minnesota
$26.5M +$24.4M +78,586 +3,418%