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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
GDS Wealth Management
Texas
$14.7M +$1.19M +6,062 +9%
CK
927
Cohen Klingenstein
New York
$14.7M – – –
1SB
928
1ST Source Bank
Indiana
$14.7M -$193K -986 -1%
GRP
929
Global Retirement Partners
California
$14.7M +$1.91M +9,763 +16%
NG
930
NatWest Group
United Kingdom
$14.7M +$909K +4,650 +7%
CM
931
Castleark Management
Illinois
$14.6M – – –
VAS
932
Valicenti Advisory Services
New York
$14.6M -$740K -3,785 -5%
RWM
933
Ritholtz Wealth Management
New York
$14.6M +$73.1K +374 +0.5%
ERIC
934
Eagle Rock Investment Company
Georgia
$14.6M -$973K -4,976 -6%
CIS
935
Connors Investor Services
Pennsylvania
$14.5M -$19.4K -99 -0.1%
GI
936
GAMMA Investing
California
$14.5M +$3.05M +15,576 +28%
PAIM
937
Punch & Associates Investment Management
Minnesota
$14.5M +$34.4K +176 +0.2%
JAG
938
Journey Advisory Group
Kentucky
$14.4M +$192K +982 +1%
HCM
939
Hollencrest Capital Management
California
$14.4M -$25.2K -129 -0.2%
DT
940
Diversified Trust
Tennessee
$14.4M +$2.56M +13,098 +22%
SPC
941
Sigma Planning Corp
Michigan
$14.4M -$768K -3,927 -5%
WC
942
Woodstock Corp
Massachusetts
$14.4M -$27K -138 -0.2%
ST
943
Spinnaker Trust
Maine
$14.4M -$670K -3,428 -5%
CANY
944
Caxton Associates (New York)
New York
$14.4M +$13.9M +71,050 New
JC
945
JB Capital
Connecticut
$14.3M +$101K +517 +0.7%
SLI
946
Sumitomo Life Insurance
Japan
$14.3M +$3.77M +19,302 +37%
SCM
947
Schnieders Capital Management
California
$14.3M -$1.15M -5,883 -8%
O
948
Ossiam
France
$14.3M -$80K -409 -0.6%
LPT
949
Legacy Private Trust
Wisconsin
$14.3M +$31.5K +161 +0.2%
FNB
950
Farmers National Bank
Kentucky
$14.2M +$127K +649 +0.9%
36 37
38
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