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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
851
Bragg Financial Advisors
North Carolina
$10.6M +$255K +2,283 +3%
KHLMTHM
852
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.6M +$835K +7,470 +10%
DT
853
Diversified Trust
Tennessee
$10.5M -$516K -4,613 -5%
SAM
854
Security Asset Management
New York
$10.5M +$1.28M +11,461 +16%
1IA
855
1834 Investment Advisors
Wisconsin
$10.5M -$195K -1,745 -2%
MIC
856
Means Investment Company
Maine
$10.5M +$324K +2,903 +4%
IIM
857
Intact Investment Management
Quebec, Canada
$10.4M +$44.7K +400 +0.5%
ERIM
858
Eagle Ridge Investment Management
Connecticut
$10.4M -$224K -2,004 -2%
HFS
859
Haverford Financial Services
Pennsylvania
$10.4M -$1.48M -13,284 -14%
NSEDCP
860
NJ State Employees Deferred Compensation Plan
New Jersey
$10.4M – – –
FM
861
Foster & Motley
Ohio
$10.4M -$735K -6,576 -7%
SW
862
SteelPeak Wealth
California
$10.4M +$382K +3,416 +4%
BFEC
863
Benjamin F. Edwards & Company
Missouri
$10.4M -$70.6K -632 -0.8%
AC
864
Addenda Capital
Quebec, Canada
$10.4M +$562K +5,026 +7%
WAM
865
Winslow Asset Management
Ohio
$10.4M -$157K -1,409 -2%
1SB
866
1ST Source Bank
Indiana
$10.4M -$1.2M -10,769 -12%
CB
867
Community Bank
New York
$10.3M -$314K -2,813 -3%
VAS
868
Vestmark Advisory Solutions
Massachusetts
$10.3M -$11.8K -106 -0.1%
WI
869
Wintrust Investments
Illinois
$10.3M -$1.65M -14,728 -15%
RP
870
Rice Partnership
Hawaii
$10.3M +$212K +1,896 +2%
WF
871
WoodTrust Financial
Wisconsin
$10.3M -$135K -1,210 -1%
WSTAM
872
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M +$6.3M +56,326 +229%
PTC
873
Private Trust Company
Ohio
$10.3M -$779K -6,971 -8%
BFIM
874
Beese Fulmer Investment Management
Ohio
$10.3M -$59.1K -529 -0.7%
DA
875
Denali Advisors
California
$10.2M -$1.65M -14,800 -16%
33 34
35
36 37