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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1326
Bank of Stockton
California
$2.4M +$144K +1,564 +7%
AMIM
1327
Aull & Monroe Investment Management
Alabama
$2.4M -$13.2K -143 -0.6%
RWM
1328
RKL Wealth Management
Pennsylvania
$2.4M +$2.62M +28,456 +204%
NFG
1329
NewFocus Financial Group
Washington
$2.39M +$963K +10,444 +71%
PVWM
1330
Point View Wealth Management
New Jersey
$2.39M +$6.46K +70 +0.3%
SCI
1331
S&CO Inc
Massachusetts
$2.39M
HCM
1332
Howland Capital Management
Massachusetts
$2.39M +$51.6K +560 +2%
PIC
1333
PCJ Investment Counsel
Ontario, Canada
$2.39M -$897K -9,730 -28%
CFG
1334
CKW Financial Group
Hawaii
$2.38M
NIS
1335
National Investment Services
Wisconsin
$2.38M -$7.29K -79 -0.3%
BCM
1336
Boltwood Capital Management
California
$2.38M -$12.2K -132 -0.5%
SCM
1337
Salem Capital Management
Massachusetts
$2.37M +$41.5K +450 +2%
IH
1338
IFC Holdings
Florida
$2.36M +$214K +2,320 +10%
WPA
1339
West Paces Advisors
Georgia
$2.36M +$145K +1,577 +7%
CCM
1340
Copeland Capital Management
Pennsylvania
$2.35M +$23.8K +258 +1%
AWM
1341
AE Wealth Management
Kansas
$2.34M +$818K +8,874 +57%
EHWM
1342
Eads & Heald Wealth Management
Georgia
$2.34M -$37.7K -409 -2%
WCA
1343
Westover Capital Advisors
Delaware
$2.34M +$485K +5,261 +27%
ANB
1344
Amarillo National Bank
Texas
$2.33M +$369K +4,003 +20%
NIMI
1345
Natixis Investment Managers International
France
$2.32M -$516K -5,593 -19%
PFT
1346
Providence First Trust
Arizona
$2.32M +$210K +2,275 +10%
TA
1347
Tiedemann Advisors
New York
$2.31M -$3.92M -42,537 -60%
SC
1348
Savant Capital
Illinois
$2.29M +$26.5K +287 +1%
MCM
1349
Monarch Capital Management
Indiana
$2.29M -$114K -1,240 -5%
SSWM
1350
Sheets Smith Wealth Management
North Carolina
$2.28M +$48.4K +525 +2%