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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1226
Hall Capital Management
Rhode Island
$3.75M +$24.7K +240 +0.7%
GIA
1227
Guyasuta Investment Advisors
Pennsylvania
$3.73M +$146K +1,416 +4%
AC
1228
Abbrea Capital
California
$3.72M -$26.2K -254 -0.7%
NAS
1229
Nicolet Advisory Services
Wisconsin
$3.7M +$3.77M +36,550 New
SSI
1230
Scott & Selber Inc
Texas
$3.7M +$37.2K +361 +1%
BEAM
1231
Baker Ellis Asset Management
Washington
$3.69M +$1.56M +15,110 +71%
DWM
1232
Dorchester Wealth Management
Quebec, Canada
$3.69M -$57.9K -562 -2%
LPIC
1233
LeJeune Puetz Investment Counsel
Michigan
$3.68M +$25.8K +250 +0.7%
FPS
1234
Fieldpoint Private Securities
Connecticut
$3.68M -$391K -3,793 -9%
SIMM
1235
Stillwater Investment Management (Minnesota)
Minnesota
$3.68M +$26.5K +257 +0.7%
NEPWA
1236
New England Private Wealth Advisors
Massachusetts
$3.65M -$29.3K -284 -0.8%
SW
1237
SlateStone Wealth
Florida
$3.63M +$2.06M +20,016 +126%
TC
1238
Trust Company
Kansas
$3.63M +$1.75K +17 +0%
BA
1239
Baugh & Associates
Georgia
$3.63M +$54.9K +533 +2%
BKA
1240
Brick & Kyle Associates
Pennsylvania
$3.62M -$34.3K -333 -0.9%
RPC
1241
Rossmore Private Capital
Connecticut
$3.62M -$92.3K -896 -2%
BAM
1242
Belpointe Asset Management
Nevada
$3.62M +$185K +1,797 +5%
SAM
1243
Sawgrass Asset Management
Florida
$3.61M -$187K -1,815 -5%
SCI
1244
SkyBridge Capital II
New York
$3.61M -$496K -4,811 -12%
PWS
1245
Peloton Wealth Strategists
Indiana
$3.61M -$30.9K -300 -0.8%
DPIM
1246
Duff & Phelps Investment Management
Illinois
$3.6M
GP
1247
Geneva Partners
Wisconsin
$3.6M -$343K -3,330 -9%
BDWM
1248
Brewin Dolphin Wealth Management
Ireland
$3.6M -$5.15K -50 -0.1%
SCP
1249
Silverleafe Capital Partners
Tennessee
$3.59M -$551K -5,350 -13%
ADL
1250
Asset Dedication LLC
California
$3.59M +$302K +2,928 +9%