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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Adalta Capital Management
New York
$9.45M +$1.64M +10,000 +20%
CNB
1002
Camden National Bank
Maine
$9.43M -$62.9K -383 -0.6%
BAM
1003
Boyar Asset Management
New York
$9.41M -$49.3K -300 -0.5%
RWA
1004
Ropes Wealth Advisors
Massachusetts
$9.39M -$2.15M -13,078 -18%
WC
1005
Woodstock Corp
Massachusetts
$9.39M +$42.4K +258 +0.4%
III
1006
Independent Investors Inc
New York
$9.37M -$32.8K -200 -0.3%
BFS
1007
Bard Financial Services
Connecticut
$9.36M
GFA
1008
Gifford Fong Associates
California
$9.31M
CFA
1009
Carroll Financial Associates
North Carolina
$9.31M +$404K +2,461 +4%
AWM
1010
Apollon Wealth Management
South Carolina
$9.27M +$2.11M +12,831 +28%
SMG
1011
Spectrum Management Group
Indiana
$9.26M +$119K +725 +1%
OHIS
1012
Oak Harvest Investment Services
Texas
$9.23M +$14.9K +91 +0.2%
AWM
1013
Altium Wealth Management
New York
$9.22M +$764K +4,651 +9%
FAM
1014
Fred Alger Management
New York
$9.15M -$97.1K -591 -1%
SGI
1015
Summit Global Investments
Utah
$9.15M +$3.57M +21,764 +60%
UFG
1016
United Fire Group
Iowa
$9.14M
ANTB
1017
AMG National Trust Bank
Colorado
$9.13M -$467K -2,844 -5%
SSG
1018
Summit Securities Group
New York
$9.12M -$6.3M -38,376 -40%
LFAS
1019
Level Four Advisory Services
Texas
$9.12M +$2.63M +16,007 +38%
LWANC
1020
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.11M +$115K +702 +1%
Balyasny Asset Management
1021
Balyasny Asset Management
Illinois
$9.1M -$107M -653,852 -92%
MC
1022
Miramar Capital
Illinois
$9.07M +$53.7K +327 +0.6%
BIM
1023
Bridgecreek Investment Management
Oklahoma
$9.04M
RFM
1024
Royal Fund Management
Florida
$9.02M +$179K +1,091 +2%
XWM
1025
Xcel Wealth Management
Florida
$8.96M +$25.5K +155 +0.3%