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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
926
Certuity
Florida
$12.7M +$575K +3,791 +5%
1SB
927
1ST Source Bank
Indiana
$12.7M -$263K -1,735 -2%
BONST
928
Bank of Nova Scotia Trust
Ontario, Canada
$12.7M +$216K +1,423 +2%
O
929
Ossiam
France
$12.6M -$3.54M -23,365 -24%
BFM
930
Boston Financial Management
Massachusetts
$12.6M +$441K +2,913 +4%
ST
931
Spinnaker Trust
Maine
$12.6M +$247K +1,627 +2%
ATPW
932
Ashton Thomas Private Wealth
Arizona
$12.6M +$94.4K +623 +0.8%
SW
933
SteelPeak Wealth
California
$12.5M -$6.69M -44,177 -37%
SB
934
Simmons Bank
Arkansas
$12.5M -$351K -2,314 -3%
AIA
935
Allied Investment Advisors
Montana
$12.5M +$25.2K +166 +0.2%
LFAS
936
Level Four Advisory Services
Texas
$12.5M -$348K -2,294 -3%
AA
937
Altrafin AG
$12.5M -$160K -1,055 -1%
GP
938
Girard Partners
Pennsylvania
$12.5M -$167K -1,100 -1%
NG
939
NatWest Group
United Kingdom
$12.4M +$2.08M +13,758 +23%
HT
940
Heritage Trust
Oklahoma
$12.4M -$5.61K -37 -0.1%
CK
941
Cohen Klingenstein
New York
$12.4M – – –
SAM
942
Strategy Asset Managers
California
$12.4M +$257K +1,696 +2%
MSS
943
Mitchell Sinkler & Starr
Pennsylvania
$12.3M +$1.02M +6,755 +10%
CM
944
Castleark Management
Illinois
$12.3M +$3.13M +20,635 +40%
HP
945
Holowesko Partners
Bahamas
$12.3M – – –
ERIM
946
Eagle Ridge Investment Management
Connecticut
$12.2M +$13.3K +88 +0.1%
TCM
947
TAM Capital Management
Connecticut
$12.2M +$10.9M +71,757 New
CCG
948
Cypress Capital Group
Florida
$12.2M -$210K -1,389 -2%
FTDI
949
First Trust Direct Indexing
Massachusetts
$12.2M +$1.38M +9,119 +15%
WC
950
Woodstock Corp
Massachusetts
$12.2M +$76.5K +505 +0.7%
36 37
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