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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1326
Robertson Stephens Wealth Management
California
$10.8M -$1.03M -4,050 -10%
SAM
1327
Smartleaf Asset Management
Massachusetts
$10.8M -$681K -2,670 -7%
CGIM
1328
Capital Group Investment Management
Singapore
$10.7M -$885K -3,468 -9%
HT
1329
Headlands Technologies
Illinois
$10.7M +$7.79M +30,528 +478%
SAI
1330
Systematic Alpha Investments
New Jersey
$10.7M – – –
CAG
1331
Csenge Advisory Group
Florida
$10.7M -$342K -1,340 -3%
SIA
1332
Soltis Investment Advisors
Utah
$10.7M -$1.34M -5,234 -12%
AWA
1333
Arete Wealth Advisors
Illinois
$10.6M -$7.95M -31,145 -46%
BB
1334
Berkshire Bank
Massachusetts
$10.6M -$323K -1,265 -3%
WCA
1335
Waratah Capital Advisors
Ontario, Canada
$10.6M -$4.22M -16,539 -31%
WAS
1336
Wealth Advisory Solutions
Indiana
$10.6M -$81.2K -318 -0.9%
DIA
1337
Dean Investment Associates
Ohio
$10.6M +$134K +526 +1%
TA
1338
TFG Advisers
Michigan
$10.6M +$21.4K +84 +0.2%
CWM
1339
Cordatus Wealth Management
Pennsylvania
$10.6M -$17.9K -70 -0.2%
IA
1340
IFC Advisors
California
$10.5M +$389K +1,525 +4%
IAIM
1341
International Assets Investment Management
Florida
$10.5M +$403M +1,580,159 New
BFC
1342
Blue Fin Capital
Rhode Island
$10.5M +$116K +455 +1%
HCM
1343
Hodges Capital Management
Texas
$10.5M -$68.6K -269 -0.7%
LT
1344
Legacy Trust
Michigan
$10.5M -$426K -1,668 -4%
CRI
1345
Commonwealth Retirement Investments
Virginia
$10.5M -$3.3M -12,932 -26%
AG
1346
AlTi Global
New York
$10.5M +$1.21M +4,751 +15%
OPW
1347
Osprey Private Wealth
New York
$10.5M +$90.6K +355 +1%
CICC
1348
Capital Investment Counsel (Colorado)
Colorado
$10.5M -$277K -1,084 -3%
TNBTD
1349
Trustmark National Bank Trust Department
Mississippi
$10.4M +$121K +475 +1%
HCM
1350
Howland Capital Management
Massachusetts
$10.4M -$424K -1,663 -4%
52 53
54
55 56