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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1726
Bingham Osborn & Scarborough
California
$288K +$27.4K +470 +11%
LRIC
1727
Long Road Investment Counsel
Michigan
$286K – – –
DWM
1728
Destination Wealth Management
California
$282K – – –
SIM
1729
Sadoff Investment Management
Wisconsin
$277K +$8.94K +153 +3%
LI
1730
LVZ Inc
Michigan
$273K – – –
IT
1731
Independence Trust
Tennessee
$272K -$28.6K -489 -10%
CL
1732
Croft-Leominster
Maryland
$269K -$2.75K -47 -1%
B
1733
Bellecapital
Switzerland
$269K – – –
UAS
1734
United Asset Strategies
New York
$268K -$63.9K -1,094 -19%
PSC
1735
Prentiss Smith & Co
Vermont
$267K -$14.6K -250 -5%
HI
1736
HBK Investments
Texas
$266K -$3.14M -53,852 -92%
PRHC
1737
P.R. Herzig & Co
New York
$265K +$261K +4,475 New
RSVP
1738
Ramsay Stattman Vela & Price
Colorado
$264K – – –
TPW
1739
Tiller Private Wealth
Pennsylvania
$264K +$33.6K +575 +15%
ARMC
1740
American Research & Management Company
Massachusetts
$262K – – –
MCM
1741
MV Capital Management
Maryland
$262K +$25K +428 +11%
SWK
1742
Stephen W. Kidder
$259K +$210K +3,600 +462%
I2I
1743
Insight 2811 Inc
Illinois
$259K +$256K +4,377 New
TFCP
1744
Twin Focus Capital Partners
Massachusetts
$258K -$45.8K -785 -15%
MA
1745
Marshwinds Advisory
Georgia
$258K +$584 +10 +0.2%
CCA
1746
Conestoga Capital Advisors
Pennsylvania
$257K – – –
VWM
1747
Vector Wealth Management
Minnesota
$253K – – –
WA
1748
Waverly Advisors
Alabama
$252K -$389K -6,664 -61%
ORI
1749
Oak Ridge Investments
Illinois
$251K -$4.85K -83 -2%
CRC
1750
Curi RMB Capital
Illinois
$251K +$15.4K +264 +7%