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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BKBG
726
BHF Kleinwort Benson Group
Belgium
$6.62M -$24.9M -425,816 -79%
SWM
727
SVA Wealth Management
Wisconsin
$6.61M +$30K +514 +0.5%
CI
728
Capital International
California
$6.59M – – –
SC
729
SouthState Corp
Florida
$6.58M +$146K +2,503 +2%
WF
730
WealthTrust Fairport
Ohio
$6.56M +$105K +1,805 +2%
AHC
731
Anderson Hoagland & Co
Missouri
$6.52M +$206K +3,526 +3%
RCP
732
Rothschild Capital Partners
New York
$6.51M +$6.42M +109,900 New
JG
733
Jefferies Group
New York
$6.48M +$5.43M +93,012 +568%
PCM
734
Palouse Capital Management
Washington
$6.48M -$62.8K -1,076 -1%
BPM
735
Bowling Portfolio Management
Ohio
$6.47M +$1.81M +31,034 +40%
SSWM
736
Smith Salley Wealth Management
North Carolina
$6.47M +$357K +6,116 +6%
BFM
737
Boston Financial Management
Massachusetts
$6.47M -$467K -7,993 -7%
FM
738
Foster & Motley
Ohio
$6.38M +$81K +1,387 +1%
AIM
739
Avity Investment Management
Connecticut
$6.38M -$180K -3,090 -3%
SCM
740
Suffolk Capital Management
New York
$6.36M +$229K +3,925 +4%
IFB
741
iAB Financial Bank
Indiana
$6.26M +$133K +2,281 +2%
SCA
742
Stonebridge Capital Advisors
Minnesota
$6.23M +$113K +1,937 +2%
OMC
743
Overbrook Management Corp
New York
$6.22M -$8K -137 -0.1%
ERIM
744
Eagle Ridge Investment Management
Connecticut
$6.2M -$62.4K -1,068 -1%
CWM
745
Calamos Wealth Management
Illinois
$6.17M +$361K +6,186 +6%
HRC
746
Hoertkorn Richard Charles
$6.13M -$234K -4,000 -4%
BC
747
Brookfield Corp
Ontario, Canada
$6.12M -$1.53M -26,150 -20%
DG
748
Davidson & Garrard
Virginia
$6.11M +$39.8K +681 +0.7%
FAT
749
First American Trust
California
$6.09M +$154K +2,629 +3%
LMIM
750
Lockheed Martin Investment Management
Maryland
$6.04M -$1.58M -27,000 -21%
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