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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1051
NorthRock Partners
Minnesota
$11.6M +$22.1K +105 +0.2%
MPM
1052
Meritage Portfolio Management
Kansas
$11.6M -$224K -1,064 -2%
FB
1053
Fulton Bank
Pennsylvania
$11.6M -$299K -1,419 -3%
AFG
1054
Atomi Financial Group
New York
$11.6M +$632K +3,001 +6%
EWM
1055
Executive Wealth Management
Michigan
$11.5M -$37.9K -180 -0.3%
HIA
1056
Harbor Investment Advisory
Maryland
$11.5M +$42.5K +202 +0.3%
SFM
1057
Soros Fund Management
New York
$11.5M – – –
MCP
1058
Mirador Capital Partners
California
$11.5M +$141K +669 +1%
PAI
1059
Pittenger & Anderson Inc
Nebraska
$11.5M +$113K +538 +1%
CFA
1060
Capstone Financial Advisors
Illinois
$11.4M +$218K +1,035 +2%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$11.4M -$201K -956 -2%
HFM
1062
Hartford Financial Management
Connecticut
$11.4M +$11.4K +54 +0.1%
FCT
1063
Family Capital Trust
Massachusetts
$11.4M -$44K -209 -0.4%
ECM
1064
EagleClaw Capital Management
Massachusetts
$11.4M -$270K -1,282 -2%
ANTB
1065
AMG National Trust Bank
Colorado
$11.4M -$3.13M -14,874 -22%
DWA
1066
Douglass Winthrop Advisors
New York
$11.4M +$916K +4,348 +9%
IPW
1067
Inlet Private Wealth
Florida
$11.3M -$36.9K -175 -0.3%
TIM
1068
Thompson Investment Management
Wisconsin
$11.3M -$393K -1,865 -3%
PMAM
1069
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$5.68M -26,988 -34%
LTI
1070
Laffer Tengler Investments
Tennessee
$11.3M -$5.69K -27 -0.1%
TWM
1071
Trueblood Wealth Management
Ohio
$11.3M -$221K -1,050 -2%
NC
1072
NBW Capital
Massachusetts
$11.2M +$251K +1,194 +2%
LOPW
1073
Live Oak Private Wealth
North Carolina
$11.2M -$1.91M -9,050 -15%
XWM
1074
Xcel Wealth Management
Florida
$11.2M -$470K -2,232 -4%
SFG
1075
SevenBridge Financial Group
Pennsylvania
$11.2M +$301K +1,429 +3%
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