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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
951
Pallas Capital Advisors
Massachusetts
$9.17M +$818K +5,541 +8%
BOC
952
Barbara Oil Co
Illinois
$9.13M
PWM
953
Perigon Wealth Management
California
$9.1M -$336K -2,277 -3%
ST
954
Spinnaker Trust
Maine
$9.1M +$157K +1,062 +2%
GL
955
Gemsstock Ltd
United Kingdom
$9.06M -$4.32M -29,300 -31%
HRC
956
Hoertkorn Richard Charles
$9.05M -$790K -5,350 -7%
CAM
957
Cypress Asset Management
Texas
$9.04M -$1.22M -8,264 -11%
FHB
958
First Hawaiian Bank
Hawaii
$9.01M -$428K -2,901 -4%
WF
959
WoodTrust Financial
Wisconsin
$9M +$633K +4,288 +7%
VC
960
Vestor Capital
Illinois
$8.98M -$12.7M -86,260 -57%
GL
961
Graypoint LLC
New York
$8.97M +$471K +3,189 +5%
SC
962
Skylands Capital
Wisconsin
$8.94M +$280K +1,900 +3%
WIS
963
Wright Investors Service
Connecticut
$8.91M +$267K +1,810 +3%
TWMP
964
Taylor Wealth Management Partners
Massachusetts
$8.89M -$288K -1,953 -3%
SBF
965
Sara-Bay Financial
Florida
$8.88M +$67.6K +458 +0.7%
PWW
966
Pettyjohn Wood & White
Virginia
$8.87M +$123K +835 +1%
WC
967
Woodstock Corp
Massachusetts
$8.86M +$845K +5,723 +10%
PT
968
Plimoth Trust
Massachusetts
$8.83M +$113K +766 +1%
PTB
969
Pioneer Trust Bank
Oregon
$8.8M +$11.2K +76 +0.1%
SCA
970
Spearhead Capital Advisors
Florida
$8.77M +$451K +3,053 +5%
MNBTD
971
Moody National Bank Trust Division
Texas
$8.77M -$1.05M -7,089 -10%
XWM
972
Xcel Wealth Management
Florida
$8.72M +$1.08M +7,325 +13%
JWM
973
JGP Wealth Management
Oregon
$8.71M +$54.9K +372 +0.6%
BFO
974
Boston Family Office
Massachusetts
$8.69M +$16.8K +114 +0.2%
FM
975
Foster & Motley
Ohio
$8.68M -$150K -1,013 -2%