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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1751
Shamrock Asset Management
Texas
$1.19M -$50.5K -499 -4%
SFG
1752
Sather Financial Group
Texas
$1.18M +$109K +1,078 +11%
CAM
1753
ClariVest Asset Management
California
$1.18M +$93.9K +927 +9%
MIM
1754
Miller Investment Management
Pennsylvania
$1.18M – – –
TMC
1755
Trellus Management Company
Florida
$1.18M – – –
DC
1756
DeDora Capital
California
$1.17M +$1.11M +10,979 New
AP
1757
Atwood & Palmer
Missouri
$1.17M – – –
BHBT
1758
Burke & Herbert Bank & Trust
Virginia
$1.16M – – –
HFA
1759
High Falls Advisors
New York
$1.15M -$29.4K -290 -3%
HCM
1760
Hudson Capital Management
New Jersey
$1.14M +$1.08M +10,690 New
MWM
1761
Mission Wealth Management
California
$1.13M +$21.6K +213 +2%
RP
1762
Riverbridge Partners
Minnesota
$1.13M – – –
HH
1763
Hilltop Holdings
Texas
$1.13M -$781K -7,712 -42%
PAMG
1764
Patton Albertson Miller Group
Tennessee
$1.13M -$21.8K -215 -2%
BFPW
1765
BOK Financial Private Wealth
Colorado
$1.12M -$42.2K -417 -4%
PK
1766
Pflug Koory
Nebraska
$1.12M – – –
GCA
1767
Gradient Capital Advisors
California
$1.11M +$1.05M +10,369 New
RGIA
1768
Rainier Group Investment Advisory
Washington
$1.11M +$26.2K +259 +3%
DWM
1769
Destination Wealth Management
California
$1.11M +$67.4K +666 +7%
PFC
1770
Phocas Financial Corp
California
$1.1M – – –
RIA
1771
Regal Investment Advisors
Michigan
$1.1M +$44.8K +442 +4%
PIC
1772
Portland Investment Counsel
Ontario, Canada
$1.1M +$1.04M +10,295 New
CAG
1773
Crestwood Advisors Group
Massachusetts
$1.1M +$331K +3,270 +47%
CM
1774
Columbus Macro
Pennsylvania
$1.09M +$1.04M +10,232 New
JFA
1775
JNBA Financial Advisors
Minnesota
$1.08M -$57.7K -570 -5%
69 70
71
72 73