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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
901
RegentAtlantic Capital
New Jersey
$9.7M +$1.81M +16,192 +27%
FBC
902
Fairfield, Bush & Co
Connecticut
$9.69M -$274K -2,447 -3%
AAS
903
Avantax Advisory Services
Texas
$9.63M -$9M -80,523 -52%
AAM
904
AR Asset Management
California
$9.62M – – –
BCMO
905
Buckingham Capital Management (Ohio)
Ohio
$9.62M +$38.2K +342 +0.5%
CAM
906
Cypress Asset Management
Texas
$9.61M -$71K -635 -0.8%
PI
907
Pettee Investors
Connecticut
$9.6M -$1.9K -17 -0%
PTB
908
Pioneer Trust Bank
Oregon
$9.59M -$301K -2,697 -3%
ANTB
909
AMG National Trust Bank
Colorado
$9.59M +$119K +1,066 +1%
WCA
910
Waratah Capital Advisors
Ontario, Canada
$9.57M +$6.88M +61,522 +446%
MP
911
MSD Partners
New York
$9.53M – – –
NC
912
Naman Capital
Brazil
$9.53M – – –
EAM
913
EULAV Asset Management
Florida
$9.53M +$559K +5,000 +7%
HCM
914
Harvey Capital Management
Florida
$9.46M +$4.93M +44,140 +146%
CM
915
Churchill Management
California
$9.44M -$228K -2,044 -3%
WIC
916
WealthBridge Investment Counsel
Alberta, Canada
$9.43M -$19.6K -175 -0.2%
WAS
917
Wealth Advisory Solutions
Indiana
$9.43M +$499K +4,462 +6%
PPCM
918
Pillar Pacific Capital Management
California
$9.42M -$372K -3,331 -4%
RWP
919
RWA Wealth Partners
Massachusetts
$9.39M +$743K +6,649 +10%
IAN
920
Integrated Advisors Network
Texas
$9.38M -$11.6K -104 -0.1%
PAIM
921
Punch & Associates Investment Management
Minnesota
$9.37M -$219K -1,957 -3%
HRC
922
Hoertkorn Richard Charles
$9.34M -$49.7K -445 -0.6%
WSCM
923
Wellington Shields Capital Management
New York
$9.32M -$217K -1,944 -3%
FHB
924
First Hawaiian Bank
Hawaii
$9.31M -$738K -6,599 -8%
LWM
925
Lyell Wealth Management
California
$9.28M +$345K +3,089 +4%
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