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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NF
2101
Nvest Financial
New Hampshire
$1.36M +$24.8K +216 +2%
VCP
2102
Verus Capital Partners
Arizona
$1.36M -$296K -2,576 -17%
KIC
2103
Kensington Investment Counsel
California
$1.35M +$75.6K +659 +5%
Aristotle Capital Management
2104
Aristotle Capital Management
California
$1.35M -$506K -4,412 -25%
WAAG
2105
Wealth Alliance Advisory Group
Kansas
$1.35M +$256K +2,228 +21%
EAM
2106
Evanson Asset Management
California
$1.35M +$574K +5,002 +63%
UIA
2107
UBP Investment Advisors
Switzerland
$1.35M -$1,000K -8,713 -40%
FAM
2108
Formidable Asset Management
Ohio
$1.35M -$87.9K -766 -7%
NW
2109
Naviter Wealth
Arkansas
$1.35M +$210K +1,834 +17%
BB
2110
Bell Bank
North Dakota
$1.35M +$133K +1,155 +10%
TFP
2111
Tilia Fiduciary Partners
North Carolina
$1.34M -$18.1K -158 -1%
TAM
2112
Trillium Asset Management
Massachusetts
$1.34M +$76.7K +668 +6%
IDBONY
2113
Israel Discount Bank of New York
New York
$1.33M +$7.57K +66 +0.5%
SWRP
2114
Summit Wealth & Retirement Planning
California
$1.33M – – –
EWM
2115
Elmwood Wealth Management
California
$1.33M +$30.4K +265 +2%
MAM
2116
Mastrapasqua Asset Management
Tennessee
$1.32M -$67.7K -590 -4%
I
2117
INVST
Indiana
$1.32M +$55.5K +484 +4%
CPSC
2118
Carl P. Sherr & Co
Massachusetts
$1.32M +$160K +1,393 +12%
TPW
2119
Transatlantique Private Wealth
New York
$1.32M +$254K +2,212 +21%
CG
2120
Corundum Group
Colorado
$1.32M +$350K +3,051 +32%
BWP
2121
BSW Wealth Partners
Colorado
$1.31M +$15.7K +137 +1%
ARMT
2122
Amica Retiree Medical Trust
Rhode Island
$1.31M -$223K -1,942 -13%
HBT
2123
Heartland Bank & Trust
Illinois
$1.31M -$30.3K -264 -2%
KLWA
2124
Kelly Lawrence W & Associates
California
$1.31M -$12.9K -112 -0.9%
BST
2125
Bath Savings Trust
Maine
$1.31M +$45.8K +399 +3%