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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1426
CPWM LLC
Washington
$507K +$119K +2,109 +31%
IUAM
1427
Itau USA Asset Management
New York
$501K
SFU
1428
Stonehage Fleming (UK)
United Kingdom
$499K -$192K -3,415 -28%
FUBT
1429
First United Bank & Trust
Maryland
$493K -$5.62K -100 -1%
CC
1430
Cannell & Co
New York
$488K
ACM
1431
Aviance Capital Management
Florida
$488K +$17.8K +316 +4%
SFM
1432
Signature Financial Management
Virginia
$487K
LA
1433
Lau Associates
Delaware
$484K
ID
1434
Integral Derivatives
New York
$481K -$1.09M -19,300 -70%
Carson Wealth (CWM LLC)
1435
Carson Wealth (CWM LLC)
Nebraska
$480K +$468K +8,325 New
MIAN
1436
Mariner Independent Advisor Network
Kansas
$479K +$467K +8,312 New
VNA
1437
VNBTrust National Association
Virginia
$478K -$26.1K -465 -5%
HCM
1438
Highlander Capital Management
New Jersey
$472K
CPA
1439
Cowen Prime Advisors
New York
$468K +$56 +1 +0%
W
1440
Wealthfront
California
$464K -$70.3K -1,250 -13%
AWA
1441
ARS Wealth Advisors
Florida
$464K -$3.32K -59 -0.7%
AUB
1442
Atlantic Union Bankshares
Virginia
$461K -$6.07K -108 -1%
CIG
1443
Consolidated Investment Group
Colorado
$460K
HJA
1444
Hugh Johnson Advisors
New York
$457K -$5.18M -92,064 -92%
BHBT
1445
Burke & Herbert Bank & Trust
Virginia
$455K +$13.5K +240 +3%
KCPG
1446
Kavar Capital Partners Group
Kansas
$453K +$337 +6 +0.1%
BSW
1447
Buckingham Strategic Wealth
Missouri
$450K +$62.3K +1,108 +17%
FFA
1448
First Foundation Advisors
California
$446K +$15.2K +271 +4%
BCM
1449
Beck Capital Management
Texas
$444K -$213K -3,785 -33%
FAM
1450
Formidable Asset Management
Ohio
$444K