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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1051
Chemung Canal Trust
New York
$5.06M -$5.3M -49,721 -49%
WSC
1052
Wellington Shields & Co
New York
$5.03M +$2.51M +23,540 +84%
BO
1053
BRR OpCo
Ohio
$5.02M -$210K -1,971 -4%
SCP
1054
Stamos Capital Partners
California
$5.01M +$5.47M +51,300 New
DWM
1055
Dakota Wealth Management
Florida
$5M +$35.2K +330 +0.7%
NMIFOAC
1056
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.99M
EFS
1057
Essex Financial Services
Connecticut
$4.99M -$1.17M -10,951 -18%
JWM
1058
JGP Wealth Management
Oregon
$4.98M +$166K +1,558 +3%
MPA
1059
Marvin & Palmer Associates
Delaware
$4.97M +$131K +1,231 +2%
BS
1060
Boenning & Scattergood
Pennsylvania
$4.96M +$132K +1,243 +3%
SWM
1061
Segment Wealth Management
Texas
$4.96M -$21K -197 -0.4%
CHAM
1062
Clear Harbor Asset Management
Connecticut
$4.92M +$313K +2,935 +6%
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.9M +$5.35M +50,193 New
PIA
1064
Piedmont Investment Advisors
North Carolina
$4.89M +$1.55M +14,510 +41%
GJIC
1065
Gamble Jones Investment Counsel
California
$4.88M +$277K +2,603 +5%
ACM
1066
Adalta Capital Management
New York
$4.85M +$316K +2,967 +6%
WC
1067
Woodstock Corp
Massachusetts
$4.85M -$55.4K -520 -1%
GC
1068
Grace Capital
Massachusetts
$4.84M -$1.24M -11,664 -19%
NCMW
1069
Northern Capital Management (Wisconsin)
Wisconsin
$4.83M +$286K +2,685 +6%
PAM
1070
Paradigm Asset Management
New York
$4.81M +$1.23M +11,550 +31%
ANBT
1071
American National Bank & Trust
Texas
$4.81M -$374K -3,511 -7%
HWA
1072
HCR Wealth Advisors
California
$4.8M -$12.3K -115 -0.2%
SVWA
1073
Sound View Wealth Advisors
Georgia
$4.77M +$5.21M +48,909 New
JFGIW
1074
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.76M -$349K -3,280 -6%
CIM
1075
Cambria Investment Management
California
$4.75M -$77.7K -729 -1%