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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1451
Waverton Investment Management
United Kingdom
$627K -$30.1K -500 -5%
B
1452
BancorpSouth
Mississippi
$626K -$3.97K -66 -0.7%
W
1453
Wealthquest
Ohio
$626K +$602K +9,998 New
AIM
1454
Acropolis Investment Management
Missouri
$624K +$46.7K +776 +8%
FC
1455
Forte Capital
New York
$614K -$10.5K -175 -2%
LCM
1456
Liberty Capital Management
Michigan
$613K – – –
TTWM
1457
TCV Trust & Wealth Management
Virginia
$610K -$23.4K -389 -4%
CPO
1458
Cerity Partners OCIO
New York
$610K +$11.3K +187 +2%
SGAM
1459
Steinberg Global Asset Management
Florida
$609K – – –
LOCC
1460
Lombard Odier & Cie (Canada)
Quebec, Canada
$608K -$1.53M -25,500 -72%
RHDIC
1461
R.H. Dinel Investment Counsel
California
$605K – – –
RT
1462
Rockland Trust
Massachusetts
$604K +$109K +1,818 +23%
WA
1463
Wheatland Advisors
Pennsylvania
$597K – – –
RP
1464
Rowlandmiller & Partners
Georgia
$595K +$572K +9,506 New
SCM
1465
Salem Capital Management
Massachusetts
$593K – – –
TT
1466
Tiedemann Trust
Delaware
$591K – – –
ST
1467
Sageworth Trust
Pennsylvania
$590K +$568K +9,433 New
MIAN
1468
Mariner Independent Advisor Network
Kansas
$589K +$71.9K +1,194 +15%
BO
1469
Bank OZK
Arkansas
$588K +$175K +2,900 +45%
AF
1470
Aldebaran Financial
$586K -$108K -1,797 -16%
PAM
1471
Palisade Asset Management
Minnesota
$584K -$1.63K -27 -0.3%
NCM
1472
Northroad Capital Management
New York
$582K -$33.7K -560 -6%
ED
1473
Exane Derivatives
France
$582K +$560K +9,300 New
FFA
1474
First Foundation Advisors
California
$581K -$21.8K -363 -4%
FUBT
1475
First United Bank & Trust
Maryland
$578K +$28.6K +475 +5%
57 58
59
60 61