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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1201
ACG Wealth
Georgia
$6.41M -$556K -3,866 -8%
ACM
1202
AlphaCrest Capital Management
New York
$6.41M +$4.35M +30,219 +255%
IB
1203
Intrust Bank
Kansas
$6.38M -$156K -1,084 -3%
TCBWMS
1204
Texas Capital Bank Wealth Management Services
Texas
$6.38M -$650K -4,520 -10%
EFS
1205
Essex Financial Services
Connecticut
$6.38M -$164K -1,139 -3%
BEAM
1206
Baker Ellis Asset Management
Washington
$6.36M +$80K +556 +1%
HCM
1207
Huber Capital Management
California
$6.35M -$288K -2,000 -5%
S
1208
SignatureFD
Georgia
$6.35M +$415K +2,884 +7%
AMM
1209
American Money Management
California
$6.34M -$284K -1,974 -5%
WPP
1210
Whalerock Point Partners
Rhode Island
$6.34M +$135K +941 +2%
OIA
1211
OneDigital Investment Advisors
Kansas
$6.33M -$286K -1,987 -5%
LOPW
1212
Live Oak Private Wealth
North Carolina
$6.32M +$278K +1,933 +5%
CS
1213
Comerica Securities
Michigan
$6.3M -$580K -4,032 -9%
CA
1214
Cumberland Advisors
Florida
$6.29M +$268K +1,860 +5%
LCC
1215
Lincoln Capital Corp
Rhode Island
$6.29M +$169K +1,173 +3%
SA
1216
Strategic Advisors
New York
$6.29M -$126K -875 -2%
GJIC
1217
Gamble Jones Investment Counsel
California
$6.28M -$1.71M -11,907 -22%
MBTD
1218
Mechanics Bank - Trust Department
California
$6.27M -$189K -1,317 -3%
RCM
1219
Radnor Capital Management
Pennsylvania
$6.27M -$1.92M -13,332 -24%
CIA
1220
Covington Investment Advisors
Pennsylvania
$6.26M +$5.92M +41,129 New
IPGDR
1221
Investidor Profissional Gestao de Recursos
Brazil
$6.25M -$3.39M -23,555 -36%
AFM
1222
Abbot Financial Management
Massachusetts
$6.25M +$79.4K +552 +1%
BO
1223
BRR OpCo
Ohio
$6.25M +$739K +5,135 +14%
HWM
1224
Hohimer Wealth Management
Washington
$6.23M +$84.6K +588 +1%
LA
1225
LVW Advisors
New York
$6.21M -$375K -2,608 -6%
47 48
49
50 51