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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
3476
Penn Davis McFarland
Texas
$480K – – –
TS
3477
Tamar Securities
California
$480K -$56.1K -287 -11%
GSIS
3478
Global Strategic Investment Solutions
Arizona
$480K -$77.4K -396 -14%
WFO
3479
Wealthgate Family Office
Colorado
$477K – – –
LSIA
3480
LaSalle St. Investment Advisors
Illinois
$477K +$53K +271 +13%
HT
3481
Headlands Technologies
Illinois
$477K +$277K +1,418 +151%
IC
3482
Iconiq Capital
California
$477K +$461K +2,357 New
TIA
3483
Tandem Investment Advisors
South Carolina
$474K -$10.2K -52 -2%
PS
3484
Planned Solutions
California
$474K – – –
ITFISA
3485
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$474K -$4.89K -25 -1%
WBCM
3486
Wilson & Boucher Capital Management
California
$473K – – –
CFG
3487
Clayton Financial Group
Missouri
$472K – – –
TC
3488
Tacita Capital
Ontario, Canada
$472K – – –
WW
3489
Westshore Wealth
California
$470K -$2.15K -11 -0.5%
BAMG
3490
Brand Asset Management Group
Missouri
$470K +$243K +1,243 +115%
STB
3491
S&T Bank
Pennsylvania
$469K -$28.5K -146 -6%
TCOO
3492
Trust Company of Oklahoma
Oklahoma
$469K -$8.6K -44 -2%
OTPPB
3493
Ontario Teachers' Pension Plan Board
Ontario, Canada
$468K -$355K -1,815 -44%
LIM
3494
Lathrop Investment Management
Arkansas
$468K -$9.78K -50 -2%
CA
3495
CapWealth Advisors
Tennessee
$466K +$9.78K +50 +2%
BPWM
3496
Black Point Wealth Management
Florida
$463K +$447K +2,288 New
ONSWM
3497
Old North State Wealth Management
North Carolina
$462K +$46.1K +236 +12%
TC
3498
Truvestments Capital
Florida
$462K +$11.5K +59 +3%
VPP
3499
Vertex Planning Partners
Illinois
$461K +$47.5K +243 +12%
SNBOSCI
3500
Security National Bank of Sioux City Iowa
Iowa
$460K – – –
138 139
140
141 142