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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
901
James Investment Research
Ohio
$22M -$521K -2,043 -3%
CWM
902
Cabot Wealth Management
Massachusetts
$21.9M -$132K -516 -0.7%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.9M -$356K -1,397 -2%
CWM
904
Calamos Wealth Management
Illinois
$21.9M +$13.1M +51,191 +211%
FAT
905
First American Trust
California
$21.8M +$2.34M +9,174 +14%
HH
906
Hilltop Holdings
Texas
$21.8M +$1.35M +5,307 +8%
CM
907
Churchill Management
California
$21.7M +$10M +39,275 +110%
William Blair Investment Management
908
William Blair Investment Management
Illinois
$21.7M -$31.8M -124,581 -62%
CIA
909
CCM Investment Advisers
South Carolina
$21.7M +$131K +512 +0.7%
JAG
910
Journey Advisory Group
Kentucky
$21.7M +$432K +1,691 +2%
JC
911
JB Capital
Connecticut
$21.6M +$259K +1,014 +1%
SFS
912
Sowell Financial Services
Arkansas
$21.5M +$159K +624 +0.8%
TCM
913
Tufton Capital Management
Maryland
$21.5M -$609K -2,385 -3%
FFP
914
FourThought Financial Partners
Florida
$21.5M -$390K -1,530 -2%
BCM
915
BTC Capital Management
Iowa
$21.5M +$31.1K +122 +0.2%
MK
916
MASTERINVEST Kapitalanlage
$21.5M +$18.9M +74,107 New
SWP
917
Sagespring Wealth Partners
Tennessee
$21.4M +$1.78M +6,988 +10%
BRWA
918
B. Riley Wealth Advisors
Florida
$21.3M +$18.8M +73,561 New
MAS
919
Meeder Advisory Services
Ohio
$21.3M +$867K +3,396 +5%
MGIA
920
Moneta Group Investment Advisors
Missouri
$21.2M +$2.44M +9,553 +15%
CWM
921
Circle Wealth Management
New Jersey
$21.2M -$115K -452 -0.6%
PNAA
922
Pictet North America Advisors
Switzerland
$21.2M -$1.14M -4,464 -6%
CK
923
Cohen Klingenstein
New York
$21.1M
CCG
924
Cypress Capital Group
Florida
$21.1M +$1.01M +3,966 +6%
GAB
925
German American Bancorp
Indiana
$21.1M -$119K -465 -0.6%