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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BIC
576
Beach Investment Counsel
Pennsylvania
$25.3M -$6.4M -40,733 -20%
NFC
577
Northeast Financial Consultants
Connecticut
$25.3M +$385K +2,453 +2%
KIA
578
KCM Investment Advisors
California
$25.3M +$1.24M +7,890 +5%
RE
579
RBC Europe
United Kingdom
$25.3M +$602K +3,834 +2%
AP
580
Appleton Partners
Massachusetts
$25.2M -$62K -395 -0.2%
TAM
581
Tocqueville Asset Management
New York
$25.1M -$423K -2,693 -2%
KWM
582
Kingsview Wealth Management
Oregon
$25M +$2.19M +13,958 +10%
MIM
583
Marco Investment Management
Georgia
$25M +$575K +3,664 +2%
SDJVC
584
St. Denis J. Villere & Co
Louisiana
$24.9M +$404K +2,570 +2%
WIM
585
Weitz Investment Management
Nebraska
$24.9M -$3.53M -22,500 -12%
JIR
586
James Investment Research
Ohio
$24.7M -$55K -350 -0.2%
SC
587
SouthState Corp
Florida
$24.6M +$201K +1,281 +0.8%
WBG
588
Wharton Business Group
Pennsylvania
$24.5M +$634K +4,034 +3%
CC
589
Carlson Capital
Texas
$24.5M +$24.7M +157,333 New
HAG
590
HighPoint Advisor Group
Illinois
$24.5M +$4.48M +28,519 +22%
ACM
591
Azimuth Capital Management
Michigan
$24.2M -$419K -2,665 -2%
Lido Advisors
592
Lido Advisors
California
$24.1M +$1.21M +7,726 +5%
VM
593
Venator Management
Pennsylvania
$24.1M +$4.24K +27 +0%
CAM
594
Cresset Asset Management
Illinois
$24M +$224K +1,424 +0.9%
AAP
595
Aristotle Atlantic Partners
Florida
$23.9M +$605K +3,855 +3%
FDCC
596
Foster Dykema Cabot & Co
Massachusetts
$23.6M +$158K +1,007 +0.7%
WIC
597
Willis Investment Counsel
Georgia
$23.5M -$484K -3,080 -2%
WAS
598
Wesleyan Assurance Society
United Kingdom
$23.4M
CA
599
Cullinan Associates
Kentucky
$23.1M +$5.09M +32,404 +28%
RT
600
Rockland Trust
Massachusetts
$23.1M -$105K -670 -0.4%