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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
901
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$314K -1,913 -3%
CAM
902
Close Asset Management
United Kingdom
$11.6M -$447K -2,719 -4%
PMAM
903
Picton Mahoney Asset Management
Ontario, Canada
$11.6M +$696K +4,240 +6%
CPIG
904
Chicago Partners Investment Group
Illinois
$11.6M +$75.7K +461 +0.6%
BCMO
905
Buckingham Capital Management (Ohio)
Ohio
$11.5M +$67K +408 +0.6%
RIM
906
Redpoint Investment Management
Australia
$11.5M -$315K -1,919 -3%
WCM
907
Whitener Capital Management
North Carolina
$11.5M +$329K +2,003 +3%
TCOT
908
Trust Company of Toledo
Ohio
$11.5M +$44.3K +270 +0.4%
CK
909
Cohen Klingenstein
New York
$11.5M -$2.04M -12,426 -15%
PWAG
910
Polaris Wealth Advisory Group
California
$11.5M +$588K +3,579 +5%
AWAG
911
ARS Wealth Advisors Group
Florida
$11.4M +$210K +1,281 +2%
BS
912
Boenning & Scattergood
Pennsylvania
$11.4M +$62.6K +381 +0.5%
PAM
913
Palisade Asset Management
Minnesota
$11.4M +$232K +1,413 +2%
HRC
914
Hoertkorn Richard Charles
$11.4M -$63.2K -385 -0.5%
WSCM
915
Wellington Shields Capital Management
New York
$11.3M -$101K -615 -0.9%
MNBTD
916
Moody National Bank Trust Division
Texas
$11.3M -$39.4M -240,002 -77%
DBT
917
Dubuque Bank & Trust
Iowa
$11.3M -$869K -5,290 -7%
SAM
918
Strategy Asset Managers
California
$11.3M -$253K -1,540 -2%
PTC
919
Philadelphia Trust Company
Pennsylvania
$11.2M +$2.22M +13,513 +23%
FTC
920
Farmers Trust Company
Ohio
$11.2M -$73.1K -445 -0.6%
VWA
921
Visionary Wealth Advisors
Illinois
$11.2M +$88.8K +541 +0.8%
CAC
922
Core Alternative Capital
Georgia
$11.1M +$342K +2,080 +3%
VIA
923
Vantis Investment Advisers
Florida
$11.1M +$8.15M +49,600 +241%
CCM
924
Copeland Capital Management
Pennsylvania
$11.1M +$187K +1,137 +2%
SW
925
SteelPeak Wealth
California
$11.1M -$2.55M -15,517 -18%
35 36
37
38 39