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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
951
Perigon Wealth Management
California
$10.3M -$83.6K -533 -0.8%
JWM
952
JGP Wealth Management
Oregon
$10.3M +$42K +268 +0.4%
PT
953
Plimoth Trust
Massachusetts
$10.3M +$96.3K +614 +1%
GC
954
Grimes & Company
Massachusetts
$10.3M +$225K +1,438 +2%
VAS
955
Valicenti Advisory Services
New York
$10.2M +$51.3K +327 +0.5%
GL
956
Graypoint LLC
New York
$10.2M +$95.3K +608 +1%
WMSA
957
Weiss Multi-Strategy Advisers
New York
$10.2M +$9.8M +62,500 New
CC
958
Chicago Capital
Illinois
$10.2M +$23.5K +150 +0.2%
HI
959
Hoey Investments
Pennsylvania
$10.2M -$367K -2,342 -4%
FA
960
Fagan Associates
New York
$10.2M -$166K -1,058 -2%
IWC
961
Integrated Wealth Concepts
Massachusetts
$10.2M +$2.27M +14,487 +30%
GVAG
962
Great Valley Advisor Group
Delaware
$10.1M +$376K +2,399 +4%
Nomura Holdings
963
Nomura Holdings
Japan
$10.1M +$6.04M +38,554 +160%
AF
964
Arrow Financial
New York
$10.1M -$111K -708 -1%
ISB
965
Iowa State Bank
Iowa
$10.1M +$203K +1,293 +2%
SC
966
Savant Capital
Illinois
$10M +$1.47M +9,384 +18%
SIC
967
Sigma Investment Counselors
Michigan
$10M +$87.6K +559 +0.9%
SCM
968
Stevens Capital Management
Pennsylvania
$9.99M +$9.57M +61,013 New
AA
969
Apriem Advisors
California
$9.96M -$22.6K -144 -0.2%
WTFG
970
Wells Trecaso Financial Group
Ohio
$9.94M +$43.7K +279 +0.5%
WIC
971
Woodmont Investment Counsel
Tennessee
$9.93M +$1.1M +7,022 +13%
MCM
972
Mengis Capital Management
Oregon
$9.91M +$31.7K +202 +0.3%
ANTB
973
AMG National Trust Bank
Colorado
$9.9M -$97.2K -620 -1%
SMFG
974
Sumitomo Mitsui Financial Group
Japan
$9.89M +$315K +2,008 +3%
IPW
975
Inlet Private Wealth
Florida
$9.87M