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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1076
First Trust Direct Indexing
Massachusetts
$6.08M +$599K +4,836 +10%
HIA
1077
Harbor Investment Advisory
Maryland
$6.07M -$155K -1,253 -2%
IMOV
1078
Investment Management of Virginia
Virginia
$6.05M +$57K +460 +0.9%
LSPW
1079
Lake Street Private Wealth
Illinois
$6.04M +$95K +767 +1%
SMH
1080
Sanders Morris Harris
Texas
$5.99M -$533K -4,298 -8%
CFA
1081
Capstone Financial Advisors
Illinois
$5.98M +$38.4K +310 +0.6%
JF
1082
Jump Financial
Illinois
$5.97M +$5.53M +44,609 +530%
CBN
1083
Cadence Bank NA
Texas
$5.96M -$227K -1,829 -3%
RAM
1084
Redmond Asset Management
Virginia
$5.96M +$1.61M +13,008 +33%
SAM
1085
Sompo Asset Management
Japan
$5.95M -$120K -970 -2%
WCM
1086
Windward Capital Management
California
$5.94M +$39K +315 +0.6%
BA
1087
Ballast Advisors
Minnesota
$5.93M +$102K +821 +2%
PGIM
1088
Pacific Global Investment Management
California
$5.93M +$150K +1,214 +2%
BSB
1089
Bangor Savings Bank
Maine
$5.92M +$1.38M +11,118 +27%
WIS
1090
Wright Investors Service
Connecticut
$5.91M -$1.6M -12,899 -20%
MMA
1091
Miracle Mile Advisors
California
$5.9M +$2.87M +23,134 +79%
CCMINC
1092
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.9M +$99.1K +800 +2%
WKWM
1093
Walter & Keenan Wealth Management
Indiana
$5.88M -$13.9K -112 -0.2%
OIA
1094
OneDigital Investment Advisors
Kansas
$5.87M +$120K +967 +2%
AWP
1095
Ascent Wealth Partners
New York
$5.81M -$71K -573 -1%
FIB
1096
First Interstate Bank
Montana
$5.81M +$1.69M +13,636 +36%
FHB
1097
First Hawaiian Bank
Hawaii
$5.81M -$1.8M -14,511 -22%
HA
1098
Hamel Associates
New Jersey
$5.78M +$3.72K +30 +0.1%
CM
1099
Churchill Management
California
$5.77M -$73K -589 -1%
AIM
1100
AMI Investment Management
Indiana
$5.76M +$189K +1,525 +3%
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