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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
426
Beacon Investment Advisory Services
New Jersey
$64.7M -$1.07M -4,213 -2%
TI
427
Tidal Investments
Wisconsin
$64.2M -$3.82M -15,002 -5%
GC
428
Guggenheim Capital
Illinois
$64M -$7.19M -28,187 -10%
RMA
429
Roffman Miller Associates
Pennsylvania
$63.7M -$1.73M -6,774 -3%
NC
430
Nicholas Company
Wisconsin
$63.4M -$1.53M -6,010 -2%
DRZID
431
DePrince Race & Zollo Inc (DRZ)
Florida
$63M -$1.34M -5,267 -2%
AS
432
Aware Super
Australia
$63M
DWM
433
Dakota Wealth Management
Florida
$62.9M +$16.6M +65,148 +34%
CS
434
Cannell & Spears
New York
$62.6M +$1.34M +5,266 +2%
RIM
435
Rakuten Investment Management
Japan
$62.2M +$65.3M +256,097 New
DWP
436
Daymark Wealth Partners
Ohio
$62.1M -$25.3M -99,109 -28%
CA
437
Clearstead Advisors
Ohio
$62M -$343K -1,344 -0.5%
MG
438
Markel Group
Virginia
$62M
MIFH
439
Migdal Insurance & Financial Holdings
Israel
$61.9M -$347K -1,360 -0.5%
RBI
440
Raiffeisen Bank International
Austria
$61.8M +$50.8M +199,372 +361%
CAG
441
Crestwood Advisors Group
Massachusetts
$61.7M +$1.18M +4,624 +2%
EPIM
442
Evelyn Partners Investment Management
$61.6M +$5.57M +21,852 +10%
TAM
443
Todd Asset Management
Kentucky
$61.5M -$9.94K -39 -0%
SCTC
444
Sanibel Captiva Trust Company
Florida
$61.4M -$536K -2,102 -0.8%
Envestnet Portfolio Solutions
445
Envestnet Portfolio Solutions
Illinois
$61M -$21.2M -83,248 -25%
AI
446
Atria Investments
North Carolina
$60.8M -$4.02M -15,763 -6%
BF
447
BOK Financial
Oklahoma
$60.6M -$12.4M -48,486 -16%
FHA
448
First Horizon Advisors
Tennessee
$60.4M +$2.4M +9,402 +4%
KB
449
Kimelman & Baird
New York
$60M -$1.12M -4,387 -2%
CWM
450
Congress Wealth Management
Massachusetts
$59.6M +$12.6M +49,539 +26%