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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1451
BancorpSouth
Mississippi
$626K -$3.97K -66 -0.7%
W
1452
Wealthquest
Ohio
$626K +$602K +9,998 New
AIM
1453
Acropolis Investment Management
Missouri
$624K +$46.7K +776 +8%
FC
1454
Forte Capital
New York
$614K -$10.5K -175 -2%
LCM
1455
Liberty Capital Management
Michigan
$613K – – –
TTWM
1456
TCV Trust & Wealth Management
Virginia
$610K -$23.4K -389 -4%
CPO
1457
Cerity Partners OCIO
New York
$610K +$11.3K +187 +2%
SGAM
1458
Steinberg Global Asset Management
Florida
$609K – – –
LOCC
1459
Lombard Odier & Cie (Canada)
Quebec, Canada
$608K -$1.53M -25,500 -72%
RHDIC
1460
R.H. Dinel Investment Counsel
California
$605K – – –
RT
1461
Rockland Trust
Massachusetts
$604K +$109K +1,818 +23%
WA
1462
Wheatland Advisors
Pennsylvania
$597K – – –
RP
1463
Rowlandmiller & Partners
Georgia
$595K +$572K +9,506 New
SCM
1464
Salem Capital Management
Massachusetts
$593K – – –
TT
1465
Tiedemann Trust
Delaware
$591K – – –
ST
1466
Sageworth Trust
Pennsylvania
$590K +$568K +9,433 New
MIAN
1467
Mariner Independent Advisor Network
Kansas
$589K +$71.9K +1,194 +15%
BO
1468
Bank OZK
Arkansas
$588K +$175K +2,900 +45%
AF
1469
Aldebaran Financial
$586K -$108K -1,797 -16%
PAM
1470
Palisade Asset Management
Minnesota
$584K -$1.63K -27 -0.3%
NCM
1471
Northroad Capital Management
New York
$582K -$33.7K -560 -6%
ED
1472
Exane Derivatives
France
$582K +$560K +9,300 New
FFA
1473
First Foundation Advisors
California
$581K -$21.8K -363 -4%
FUBT
1474
First United Bank & Trust
Maryland
$578K +$28.6K +475 +5%
IF
1475
IRON Financial
Illinois
$577K -$5.42K -90 -1%
57 58
59
60 61