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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
1201
Hixon Zuercher
Ohio
$6.26M +$145K +1,055 +3%
DIA
1202
Dana Investment Advisors
Wisconsin
$6.22M -$179K -1,304 -3%
BFG
1203
Beacon Financial Group
Texas
$6.21M -$102K -738 -2%
SWP
1204
Strategic Wealth Partners
Ohio
$6.21M +$57.4K +417 +1%
CCM
1205
Canal Capital Management
Virginia
$6.2M -$16.4K -119 -0.3%
CWM
1206
Concentric Wealth Management
California
$6.19M -$52.8K -384 -0.9%
DEA
1207
DoubleLine ETF Adviser
Florida
$6.17M +$1.25M +9,120 +27%
DA
1208
DCM Advisors
New York
$6.17M -$3.99K -29 -0.1%
HI
1209
Harbour Investments
Wisconsin
$6.17M +$96.3K +700 +2%
JIC
1210
Joel Isaacson & Co
New York
$6.16M +$48.3K +351 +0.8%
FMTC
1211
Farmers & Merchants Trust Company
California
$6.16M -$30.7K -223 -0.5%
SCM
1212
Sitrin Capital Management
California
$6.16M +$842K +6,124 +17%
ECM
1213
ExodusPoint Capital Management
New York
$6.16M -$15.1M -109,676 -72%
JGUA
1214
John G. Ullman & Associates
New York
$6.15M -$11.8K -86 -0.2%
SA
1215
Strategic Advisors
New York
$6.14M -$263K -1,909 -4%
HCM
1216
Hilton Capital Management
New York
$6.12M +$5.79M +42,067 New
BB
1217
Berkshire Bank
Massachusetts
$6.11M -$32K -233 -0.6%
BWS
1218
Buck Wealth Strategies
Colorado
$6.1M +$323K +2,352 +6%
1WM
1219
1900 Wealth Management
Texas
$6.1M -$14.3K -104 -0.2%
SFP
1220
Shepherd Financial Partners
Massachusetts
$6.1M +$146K +1,065 +3%
SMA
1221
Sage Mountain Advisors
Georgia
$6.1M +$77.2K +561 +1%
QCG
1222
Quadrant Capital Group
Ohio
$6.07M +$46.5K +338 +0.8%
FNT
1223
First Nebraska Trust
Nebraska
$6.07M +$5.36K +39 +0.1%
PWS
1224
Peloton Wealth Strategists
Indiana
$6.07M -$17.6K -128 -0.3%
HCM
1225
Howland Capital Management
Massachusetts
$6.06M -$90.2K -656 -2%
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