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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1476
Burke & Herbert Bank & Trust
Virginia
$464K +$9.65K +167 +2%
HR
1477
Howe & Rusling
New York
$461K +$105K +1,812 +31%
Edgewood Management
1478
Edgewood Management
Connecticut
$460K
FFA
1479
First Foundation Advisors
California
$453K -$10.6K -183 -2%
RWM
1480
Raffa Wealth Management
District of Columbia
$453K +$41.7K +721 +11%
DHFB
1481
Dixon Hubard Feinour & Brown
Virginia
$451K +$44.9K +777 +12%
BRM
1482
Boston Research & Management
Massachusetts
$450K +$8.67K +150 +2%
VCAM
1483
Valentine Capital Asset Management
California
$447K
HA
1484
Hamel Associates
New Jersey
$447K +$18.3K +316 +4%
CC
1485
Capital Counsel
New York
$439K
OCM
1486
Osterweis Capital Management
California
$439K
CAMI
1487
Concord Asset Management (Illinois)
Illinois
$438K
HT
1488
HighTower Trust
Texas
$437K -$82.1K -1,420 -16%
AWA
1489
Arete Wealth Advisors
Illinois
$437K +$12K +207 +3%
CT
1490
Coastline Trust
Rhode Island
$436K +$41.9K +725 +11%
PIM
1491
Provident Investment Management
Michigan
$433K
RB
1492
Rodgers Brothers
Pennsylvania
$431K
ZTNA
1493
Zions Trust National Association
Utah
$430K -$20.2K -349 -5%
LWI
1494
Long Wharf Investors
Massachusetts
$430K +$409K +7,077 New
FAM
1495
Formidable Asset Management
Ohio
$428K
KIC
1496
Keating Investment Counselors
Florida
$425K
NES
1497
New England Securities
New York
$424K
AIA
1498
Arbor Investment Advisors
North Carolina
$412K +$392K +6,788 New
EVC
1499
Eidelman Virant Capital
Missouri
$407K
BSW
1500
Buckingham Strategic Wealth
Missouri
$407K +$4.86K +84 +1%