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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1326
Clearstead Trust
Maine
$11.6M +$377K +1,267 +4%
BWM
1327
BigSur Wealth Management
Florida
$11.5M -$629K -2,115 -5%
CWM
1328
Cordatus Wealth Management
Pennsylvania
$11.5M +$23.8K +80 +0.2%
CRI
1329
Commonwealth Retirement Investments
Virginia
$11.5M +$101K +340 +0.9%
DDC
1330
DF Dent & Co
Maryland
$11.5M +$439K +1,477 +4%
BOH
1331
Bank of Hawaii
Hawaii
$11.5M -$979K -3,292 -8%
TNBTD
1332
Trustmark National Bank Trust Department
Mississippi
$11.5M +$118K +398 +1%
RWB
1333
RMR Wealth Builders
New Jersey
$11.5M +$323K +1,086 +3%
WIM
1334
WealthPlan Investment Management
Nebraska
$11.4M -$440K -1,479 -4%
BFC
1335
Blue Fin Capital
Rhode Island
$11.4M -$66.9K -225 -0.6%
AWM
1336
Avior Wealth Management
Nebraska
$11.3M -$766K -2,577 -7%
SIG
1337
Sargent Investment Group
Maryland
$11.3M +$436K +1,466 +4%
WAS
1338
Wealth Advisory Solutions
Indiana
$11.3M -$234K -788 -2%
HCM
1339
Howland Capital Management
Massachusetts
$11.3M -$67.8K -228 -0.6%
JSW
1340
Journey Strategic Wealth
New Jersey
$11.3M +$28.8K +97 +0.3%
AWM
1341
Accurate Wealth Management
Florida
$11.2M +$755K +2,537 +7%
FNBOMD
1342
First National Bank of Mount Dora
Florida
$11.2M -$2.63M -8,848 -20%
QI
1343
Qtron Investments
Massachusetts
$11.2M -$112K -378 -1%
HW
1344
HORAN Wealth
Ohio
$11.2M +$1.38M +4,646 +15%
GFA
1345
Gifford Fong Associates
California
$11.1M – – –
MA
1346
McBroom & Associates
Nevada
$11.1M -$247K -830 -2%
WAM
1347
Werlinich Asset Management
Connecticut
$11.1M – – –
ALC
1348
Alexander Labrunerie & Co
Missouri
$11.1M +$145K +487 +1%
RCA
1349
Resonant Capital Advisors
Wisconsin
$11.1M -$36.6K -123 -0.3%
P
1350
Paradiem
Louisiana
$11.1M – – –
52 53
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