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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LI
1476
Lafayette Investments
Maryland
$466K – – –
BHBT
1477
Burke & Herbert Bank & Trust
Virginia
$464K +$9.65K +167 +2%
HR
1478
Howe & Rusling
New York
$461K +$105K +1,812 +31%
Edgewood Management
1479
Edgewood Management
Connecticut
$460K – – –
FFA
1480
First Foundation Advisors
California
$453K -$10.6K -183 -2%
RWM
1481
Raffa Wealth Management
District of Columbia
$453K +$41.7K +721 +11%
DHFB
1482
Dixon Hubard Feinour & Brown
Virginia
$451K +$44.9K +777 +12%
BRM
1483
Boston Research & Management
Massachusetts
$450K +$8.67K +150 +2%
VCAM
1484
Valentine Capital Asset Management
California
$447K – – –
HA
1485
Hamel Associates
New Jersey
$447K +$18.3K +316 +4%
CC
1486
Capital Counsel
New York
$439K – – –
OCM
1487
Osterweis Capital Management
California
$439K – – –
CAMI
1488
Concord Asset Management (Illinois)
Illinois
$438K – – –
HT
1489
HighTower Trust
Texas
$437K -$82.1K -1,420 -16%
AWA
1490
Arete Wealth Advisors
Illinois
$437K +$12K +207 +3%
CT
1491
Coastline Trust
Rhode Island
$436K +$41.9K +725 +11%
PIM
1492
Provident Investment Management
Michigan
$433K – – –
RB
1493
Rodgers Brothers
Pennsylvania
$431K – – –
ZTNA
1494
Zions Trust National Association
Utah
$430K -$20.2K -349 -5%
LWI
1495
Long Wharf Investors
Massachusetts
$430K +$409K +7,077 New
FAM
1496
Formidable Asset Management
Ohio
$428K – – –
KIC
1497
Keating Investment Counselors
Florida
$425K – – –
NES
1498
New England Securities
New York
$424K – – –
AIA
1499
Arbor Investment Advisors
North Carolina
$412K +$392K +6,788 New
EVC
1500
Eidelman Virant Capital
Missouri
$407K – – –