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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GT
901
Greenleaf Trust
Michigan
$10M +$1.23M +8,330 +13%
AMBIA
902
Allen Mooney & Barnes Investment Advisors
Georgia
$10M +$10.9M +73,540 New
BS
903
Boenning & Scattergood
Pennsylvania
$10M +$195K +1,324 +2%
SMFG
904
Sumitomo Mitsui Financial Group
Japan
$9.97M +$567K +3,840 +6%
CT
905
Caldwell Trust
Florida
$9.94M +$463K +3,136 +4%
IWC
906
Integrated Wealth Concepts
Massachusetts
$9.94M +$1.03M +6,956 +11%
GG
907
Greenwood Gearhart
Arkansas
$9.93M +$599K +4,058 +6%
CK
908
Cohen Klingenstein
New York
$9.91M
TCOT
909
Trust Company of Toledo
Ohio
$9.9M -$17.9K -121 -0.2%
RIM
910
Redpoint Investment Management
Australia
$9.9M -$37.5K -254 -0.3%
GVAG
911
Great Valley Advisor Group
Delaware
$9.88M -$1.61M -10,930 -14%
GC
912
Gratus Capital
Georgia
$9.88M +$457K +3,097 +4%
AWAG
913
ARS Wealth Advisors Group
Florida
$9.87M +$17.6K +119 +0.2%
SWM
914
Stockman Wealth Management
Montana
$9.85M +$958K +6,492 +10%
CAMG
915
CWA Asset Management Group
Florida
$9.84M -$1.17M -7,907 -10%
SWM
916
Segment Wealth Management
Texas
$9.83M +$805K +5,453 +8%
GIM
917
Goelzer Investment Management
Indiana
$9.82M +$2.45M +16,607 +30%
VWA
918
Visionary Wealth Advisors
Illinois
$9.81M +$233K +1,578 +2%
GC
919
Grimes & Company
Massachusetts
$9.8M +$1.33M +9,010 +14%
WPI
920
Walter Public Investments
Canada
$9.77M +$11.7M +78,929 New
1IA
921
1834 Investment Advisors
Wisconsin
$9.71M -$343K -2,321 -3%
DWM
922
Dorchester Wealth Management
Quebec, Canada
$9.7M +$2.63M +17,823 +46%
Credit Agricole
923
Credit Agricole
France
$9.7M -$3.52M -23,863 -25%
MFAM
924
Motley Fool Asset Management
Virginia
$9.69M +$10.5M +71,067 New
FTC
925
Farmers Trust Company
Ohio
$9.65M -$8.56K -58 -0.1%