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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
926
SlateStone Wealth
Florida
$17.5M +$269K +1,156 +2%
HT
927
Heritage Trust
Oklahoma
$17.5M +$17M +72,881 New
ISB
928
Iowa State Bank
Iowa
$17.5M -$110K -472 -0.6%
CDDEC
929
Caisse Des Depots Et Consignations
France
$17.4M +$16.9M +72,753 New
CK
930
Cohen Klingenstein
New York
$17.4M – – –
GAM
931
Gotham Asset Management
New York
$17.4M +$201K +861 +1%
LWIC
932
Leith Wheeler Investment Counsel
British Columbia, Canada
$17.4M +$633K +2,718 +4%
HVIA
933
Hudson Valley Investment Advisors
New York
$17.4M -$1.22M -5,244 -7%
SFS
934
Sowell Financial Services
Arkansas
$17.3M -$544K -2,335 -3%
BG
935
BDF Gestion
France
$17.3M +$16.8M +72,211 New
LPT
936
Legacy Private Trust
Wisconsin
$17.3M +$524K +2,249 +3%
CIS
937
Connors Investor Services
Pennsylvania
$17.2M +$608K +2,612 +4%
ECM
938
Everence Capital Management
Indiana
$17.2M -$2.8M -12,040 -14%
CT
939
Caldwell Trust
Florida
$17.1M -$181K -776 -1%
HCM
940
Hollencrest Capital Management
California
$17.1M -$34.7K -149 -0.2%
WFMPM
941
Woodley Farra Manion Portfolio Management
Indiana
$17.1M +$696K +2,989 +4%
RCYC
942
Richard C. Young & Co
Rhode Island
$17.1M +$4.4M +18,901 +36%
1SB
943
1ST Source Bank
Indiana
$17.1M -$266K -1,140 -2%
SPC
944
Sigma Planning Corp
Michigan
$17M -$8.38K -36 -0.1%
CWP
945
Cyndeo Wealth Partners
Florida
$17M +$409K +1,758 +3%
CCFCSB
946
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M – – –
FAT
947
First American Trust
California
$16.9M -$8.48M -36,415 -34%
SAM
948
Strategy Asset Managers
California
$16.9M -$237K -1,017 -1%
WC
949
Woodstock Corp
Massachusetts
$16.8M -$183K -784 -1%
PI
950
PFG Investments
New York
$16.8M -$28.9K -124 -0.2%
36 37
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