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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FM
926
Foster & Motley
Ohio
$10.9M -$1.01M -6,457 -9%
GC
927
Gratus Capital
Georgia
$10.9M +$437K +2,787 +4%
SWM
928
Stockman Wealth Management
Montana
$10.8M +$162K +1,034 +2%
LPT
929
Legacy Private Trust
Wisconsin
$10.8M +$504K +3,213 +5%
HI
930
Harbour Investments
Wisconsin
$10.8M -$1.22M -7,780 -11%
SCM
931
Schnieders Capital Management
California
$10.7M +$30.7K +196 +0.3%
ST
932
Spinnaker Trust
Maine
$10.7M +$214K +1,367 +2%
SEIA
933
Signature Estate & Investment Advisors
California
$10.7M +$688K +4,391 +7%
HAI
934
Hennessy Advisors Inc
California
$10.7M -$847K -5,400 -8%
TF
935
Tompkins Financial
New York
$10.6M +$10.2M +65,047 New
AWS
936
AJ Wealth Strategies
New York
$10.6M +$129K +824 +1%
PTB
937
Pioneer Trust Bank
Oregon
$10.6M -$97.2K -620 -0.9%
BBNA
938
Bremer Bank National Association
Minnesota
$10.5M -$203K -1,295 -2%
PCA
939
Pallas Capital Advisors
Massachusetts
$10.5M +$2.21M +14,087 +30%
PWW
940
Pettyjohn Wood & White
Virginia
$10.5M +$30.3K +193 +0.3%
SBF
941
Sara-Bay Financial
Florida
$10.5M +$1.76M +11,233 +21%
SWM
942
Segment Wealth Management
Texas
$10.4M +$14.9K +95 +0.1%
GG
943
Greenwood Gearhart
Arkansas
$10.4M +$490K +3,125 +5%
SIC
944
SFE Investment Counsel
California
$10.4M -$334K -2,128 -3%
BFO
945
Boston Family Office
Massachusetts
$10.4M -$33.2K -212 -0.3%
FMBTD
946
First Midwest Bank Trust Division
Illinois
$10.3M -$264K -1,681 -3%
HBT
947
Hills Bank & Trust
Iowa
$10.3M +$78.1K +498 +0.8%
OSNBOA
948
Old Second National Bank of Aurora
Illinois
$10.3M -$221K -1,411 -2%
LSV Asset Management
949
LSV Asset Management
Illinois
$10.3M -$94.1K -600 -0.9%
SC
950
Skylands Capital
Wisconsin
$10.3M -$15.7K -100 -0.2%