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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
951
Venturi Wealth Management
Texas
$22.7M +$354K +1,142 +2%
PNAA
952
Pictet North America Advisors
Switzerland
$22.7M -$691K -2,231 -3%
SWIG
953
Strategic Wealth Investment Group
Kentucky
$22.6M -$9.37M -30,274 -30%
FCP
954
Fidelis Capital Partners
Florida
$22.6M +$1.58M +5,101 +8%
CDDEC
955
Caisse Des Depots Et Consignations
France
$22.6M – – –
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$22.6M +$4.34M +14,026 +25%
VW
957
Vantage Wealth
California
$22.5M -$530K -1,712 -2%
CA
958
Cullinan Associates
Kentucky
$22.4M -$3.6M -11,616 -14%
AIA
959
Allied Investment Advisors
Montana
$22.4M -$249K -803 -1%
FPAS
960
Focus Partners Advisor Solutions
Missouri
$22.3M -$1.88M -6,065 -8%
CB
961
Community Bank
New York
$22.3M -$429K -1,385 -2%
RWA
962
River Wealth Advisors
Pennsylvania
$22.2M +$420K +1,358 +2%
WC
963
Woodstock Corp
Massachusetts
$22.2M +$180K +582 +0.9%
SFS
964
Sowell Financial Services
Arkansas
$22.2M +$57.9K +187 +0.3%
HH
965
Hilltop Holdings
Texas
$22.1M -$1.29M -4,182 -6%
DCA
966
DSG Capital Advisors
Minnesota
$22.1M +$344K +1,110 +2%
NGA
967
Naples Global Advisors
Florida
$22M -$211K -682 -1%
PI
968
PFG Investments
New York
$22M +$190K +615 +0.9%
KJHP
969
K.J. Harrison & Partners
Ontario, Canada
$22M +$12.5M +40,300 +145%
HT
970
Heritage Trust
Oklahoma
$22M +$14.2K +46 +0.1%
GI
971
GLOBALT Investments
Georgia
$21.9M -$682K -2,202 -3%
TF
972
Tompkins Financial
New York
$21.8M -$645K -2,083 -3%
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.7M -$279K -902 -1%
AF
974
Alerus Financial
North Dakota
$21.7M -$4.54M -14,658 -18%
GG
975
Greenwood Gearhart
Arkansas
$21.7M -$361K -1,167 -2%
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