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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
901
Diversified Trust
Tennessee
$15.5M +$414K +1,967 +3%
AFG
902
Argent Financial Group
Louisiana
$15.4M +$15.4M +73,248 New
RWM
903
Ritholtz Wealth Management
New York
$15.4M +$179K +852 +1%
PS
904
Principal Securities
Iowa
$15.4M +$1.2M +5,685 +8%
CK
905
Cohen Klingenstein
New York
$15.3M – – –
WAM
906
Winslow Asset Management
Ohio
$15.3M -$105K -498 -0.7%
NEI
907
Northwest & Ethical Investments
Ontario, Canada
$15.3M -$1.76M -8,370 -10%
AIA
908
Allied Investment Advisors
Montana
$15.3M -$63.4K -301 -0.4%
1SB
909
1ST Source Bank
Indiana
$15.3M -$75.2K -357 -0.5%
CT
910
Caldwell Trust
Florida
$15.2M -$228K -1,084 -1%
SW
911
SlateStone Wealth
Florida
$15.2M +$5.27M +25,031 +53%
JC
912
JB Capital
Connecticut
$15.1M +$220K +1,046 +1%
GRP
913
Global Retirement Partners
California
$15.1M -$192K -910 -1%
HCM
914
Hollencrest Capital Management
California
$15.1M +$65.5K +311 +0.4%
GAM
915
Gotham Asset Management
New York
$15.1M +$2.41M +11,465 +19%
SAM
916
Strategy Asset Managers
California
$15M -$1.65M -7,837 -10%
IG
917
ING Group
Netherlands
$15M -$43M -203,982 -74%
SPC
918
Sigma Planning Corp
Michigan
$15M -$73.5K -349 -0.5%
WC
919
Woodstock Corp
Massachusetts
$15M -$22.7K -108 -0.2%
EFS
920
Essex Financial Services
Connecticut
$14.9M -$1.5M -7,115 -10%
CCG
921
Cypress Capital Group
Florida
$14.9M +$102K +486 +0.7%
PI
922
PFG Investments
New York
$14.8M +$154K +733 +1%
LPT
923
Legacy Private Trust
Wisconsin
$14.8M -$134K -638 -0.9%
LWIC
924
Leith Wheeler Investment Counsel
British Columbia, Canada
$14.7M +$5.62M +26,696 +62%
LOAMS
925
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.7M +$1.24M +5,883 +9%
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