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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
Segment Wealth Management
Texas
$10.6M +$480K +2,920 +5%
GCA
952
Greenwood Capital Associates
South Carolina
$10.6M -$173K -1,054 -2%
SCM
953
Schnieders Capital Management
California
$10.5M +$204K +1,245 +2%
CCM
954
Coldstream Capital Management
Washington
$10.5M +$2.52M +15,334 +30%
SFS
955
Sowell Financial Services
Arkansas
$10.5M -$1.19M -7,241 -10%
IWC
956
Integrated Wealth Concepts
Massachusetts
$10.4M +$644K +3,920 +6%
SWM
957
Stockman Wealth Management
Montana
$10.4M -$57.1K -348 -0.5%
Nomura Holdings
958
Nomura Holdings
Japan
$10.4M +$723K +4,402 +7%
ST
959
Spinnaker Trust
Maine
$10.4M +$70.3K +428 +0.7%
SIC
960
SFE Investment Counsel
California
$10.4M +$353K +2,148 +3%
GT
961
Greenleaf Trust
Michigan
$10.4M +$899K +5,472 +9%
TF
962
Tompkins Financial
New York
$10.3M +$1.31K +8 +0%
FWM
963
Frontier Wealth Management
Missouri
$10.3M +$999K +6,085 +10%
FM
964
Foster & Motley
Ohio
$10.2M -$276K -1,678 -3%
SBF
965
Sara-Bay Financial
Florida
$10.2M +$116K +705 +1%
HI
966
Hoey Investments
Pennsylvania
$10.2M +$367K +2,233 +4%
PTB
967
Pioneer Trust Bank
Oregon
$10.2M -$69K -420 -0.6%
FMBTD
968
First Midwest Bank Trust Division
Illinois
$10.2M +$195K +1,188 +2%
PWW
969
Pettyjohn Wood & White
Virginia
$10.2M -$7.88K -48 -0.1%
PT
970
Plimoth Trust
Massachusetts
$10.1M +$188K +1,144 +2%
SC
971
Skylands Capital
Wisconsin
$10.1M +$86.2K +525 +0.8%
HBT
972
Hills Bank & Trust
Iowa
$10.1M +$75.4K +459 +0.7%
BFO
973
Boston Family Office
Massachusetts
$10.1M +$42.2K +257 +0.4%
WIS
974
Wright Investors Service
Connecticut
$10.1M +$1.3M +7,906 +14%
GC
975
Grimes & Company
Massachusetts
$9.95M +$20.2K +123 +0.2%