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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1176
Whalerock Point Partners
Rhode Island
$3.64M +$232K +1,912 +5%
FMTC
1177
Farmers & Merchants Trust Company
California
$3.64M +$78.2K +644 +2%
TA
1178
Tiedemann Advisors
New York
$3.63M -$368K -3,033 -7%
SCA
1179
Snowden Capital Advisors
New York
$3.61M +$53.9K +444 +1%
PJSIMP
1180
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.6M -$3.65K -30 -0.1%
GJL
1181
Gendell Jeffrey L
$3.6M +$4.86M +40,000 New
CCM
1182
Coldstream Capital Management
Washington
$3.6M -$383K -3,151 -7%
VST
1183
Van Strum & Towne
California
$3.59M -$45K -370 -0.9%
CCM
1184
Copeland Capital Management
Pennsylvania
$3.59M +$929K +7,644 +24%
BAAM
1185
Baker Avenue Asset Management
California
$3.58M +$133K +1,095 +3%
BA
1186
Bristlecone Advisors
Washington
$3.58M -$1.18M -9,718 -20%
KCM
1187
Karp Capital Management
California
$3.56M +$485K +3,996 +11%
QF
1188
QVT Financial
New York
$3.56M – – –
ACP
1189
Aviance Capital Partners
Florida
$3.56M +$12.6K +104 +0.3%
FSA
1190
Fort Sheridan Advisors
Illinois
$3.55M +$264K +2,172 +6%
SMFG
1191
Sumitomo Mitsui Financial Group
Japan
$3.55M +$916K +7,540 +24%
CNC
1192
Citizens & Northern Corp
Pennsylvania
$3.54M +$204K +1,682 +4%
DIP
1193
DT Investment Partners
Pennsylvania
$3.53M -$203K -1,674 -4%
SCM
1194
Silvant Capital Management
Georgia
$3.52M – – –
SFO
1195
Stokes Family Office
Louisiana
$3.51M +$591K +4,862 +14%
AWM
1196
Avitas Wealth Management
California
$3.51M -$2.01M -16,540 -30%
KA
1197
Kintegral Advisory
New York
$3.51M +$529K +4,358 +13%
WIC
1198
Woodmont Investment Counsel
Tennessee
$3.5M +$620K +5,103 +15%
CSA
1199
Cottage Street Advisors
Massachusetts
$3.5M +$1.7K +14 +0%
DGHMC
1200
Dalton, Greiner, Hartman, Maher & Co
New York
$3.49M -$6.86M -56,462 -59%
46 47
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