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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1226
Ashfield Capital Partners
California
$998K +$961K +18,904 New
AI
1227
Atria Investments
North Carolina
$996K +$959K +18,865 New
TCOT
1228
Trust Company of Toledo
Ohio
$992K +$955K +18,786 New
MBT
1229
Monroe Bank & Trust
Michigan
$989K +$953K +18,739 New
DT
1230
Diversified Trust
Tennessee
$978K +$941K +18,517 New
WC
1231
Whitnell & Co
Illinois
$978K +$941K +18,517 New
MBI
1232
Montrusco Bolton Investments
Quebec, Canada
$971K +$935K +18,400 New
PPSG
1233
Princeton Portfolio Strategies Group
New Jersey
$970K +$934K +18,375 New
PP
1234
PDT Partners
New York
$966K +$930K +18,293 New
NCM
1235
Northroad Capital Management
New York
$964K +$928K +18,255 New
NSAM
1236
North Star Asset Management
Wisconsin
$954K +$919K +18,077 New
NAM
1237
Needelman Asset Management
California
$953K +$918K +18,053 New
WA
1238
WealthTrust-Arizona
Arizona
$949K +$914K +17,971 New
RCG
1239
Ruane, Cunniff & Goldfarb
New York
$945K +$910K +17,893 New
HCA
1240
Harbour Capital Advisors
Virginia
$945K +$910K +17,906 New
FHA
1241
First Horizon Advisors
Tennessee
$936K +$901K +17,726 New
WC
1242
Whitney & Co
New York
$932K +$897K +17,650 New
HSA
1243
HBK Sorce Advisory
Pennsylvania
$931K +$897K +17,637 New
ECM
1244
Endex Capital Management
Kansas
$929K +$894K +17,592 New
KIG
1245
Kovitz Investment Group
Illinois
$927K +$893K +17,556 New
LCM
1246
Logan Capital Management
Pennsylvania
$923K +$1.31M +25,832 New
SCM
1247
Stonebridge Capital Management
California
$915K +$881K +17,337 New
VWM
1248
Valley Wealth Managers
New Jersey
$914K +$881K +17,328 New
WSC
1249
Wellington Shields & Co
New York
$904K +$870K +17,119 New
SC
1250
Savant Capital
Illinois
$898K +$865K +17,015 New
48 49
50
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