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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1251
West Branch Capital
Massachusetts
$3.47M -$173K -1,625 -4%
NIP
1252
Nicholas Investment Partners
California
$3.47M +$3.79M +35,545 New
GIA
1253
Guyasuta Investment Advisors
Pennsylvania
$3.46M -$376K -3,530 -9%
ITIM
1254
Indiana Trust & Investment Management
Indiana
$3.46M -$94.8K -890 -2%
BA
1255
Birinyi Associates
Connecticut
$3.45M +$12.9K +121 +0.3%
NPT
1256
Nixon Peabody Trust
Massachusetts
$3.45M +$11.1K +104 +0.3%
BA
1257
Baugh & Associates
Georgia
$3.44M -$16K -150 -0.4%
GKFF
1258
George Kaiser Family Foundation
Oklahoma
$3.42M – – –
MFS
1259
Monetta Financial Services
Illinois
$3.42M -$533K -5,000 -13%
VHAM
1260
Van Hulzen Asset Management
California
$3.4M +$157K +1,472 +4%
MWM
1261
MinichMacGregor Wealth Management
New York
$3.39M +$3.61M +33,870 +2,116%
LA
1262
LVW Advisors
New York
$3.39M +$270K +2,536 +8%
OC
1263
Oarsman Capital
Wisconsin
$3.38M -$498K -4,676 -12%
STA
1264
Summit Trail Advisors
New York
$3.37M -$6.23M -58,512 -63%
IWM
1265
IHT Wealth Management
Illinois
$3.36M +$377K +3,541 +11%
BSB
1266
Bangor Savings Bank
Maine
$3.36M -$54.2K -509 -1%
AIM
1267
ARGA Investment Management
Connecticut
$3.35M -$1.69M -15,841 -32%
VFA
1268
Voya Financial Advisors
Connecticut
$3.34M +$150K +1,411 +4%
TBNY
1269
Trustco Bank (New York)
New York
$3.34M -$15.8K -148 -0.4%
UAS
1270
United Asset Strategies
New York
$3.33M +$331K +3,106 +10%
GFPC
1271
Global Financial Private Capital
Florida
$3.33M -$879K -8,246 -19%
LOAME
1272
Lombard Odier Asset Management (Europe)
United Kingdom
$3.32M – – –
BAM
1273
Belpointe Asset Management
Nevada
$3.32M +$401K +3,760 +12%
AFM
1274
Andesa Financial Management
Pennsylvania
$3.31M +$1.1M +10,321 +44%
CT
1275
Coastline Trust
Rhode Island
$3.31M +$402K +3,776 +13%
49 50
51
52 53