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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1326
International Assets Investment Management
Florida
$10.9M +$383M +1,261,880 New
SG
1327
StoneX Group
New York
$10.8M -$4.51M -14,855 -29%
CCM
1328
Cinctive Capital Management
New York
$10.8M +$11.2M +36,810 New
SAI
1329
Systematic Alpha Investments
New Jersey
$10.8M – – –
PA
1330
PFG Advisors
Arizona
$10.8M +$236K +777 +2%
CIC
1331
Concord Investment Counsel
California
$10.8M -$83.5K -275 -0.7%
VA
1332
Valmark Advisers
Ohio
$10.8M -$1.36M -4,494 -11%
FFG
1333
Frisch Financial Group
New York
$10.8M -$466K -1,537 -4%
HAG
1334
HighPoint Advisor Group
Illinois
$10.7M -$57.7M -190,172 -84%
GFP
1335
Gryphon Financial Partners
Ohio
$10.7M +$561K +1,847 +5%
OSNBOA
1336
Old Second National Bank of Aurora
Illinois
$10.7M -$452K -1,488 -4%
CWM
1337
Cordatus Wealth Management
Pennsylvania
$10.7M -$19.1K -63 -0.2%
HCM
1338
Hilton Capital Management
New York
$10.7M -$521K -1,717 -5%
DIP
1339
DT Investment Partners
Pennsylvania
$10.7M -$410K -1,351 -4%
SFGP
1340
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7M +$900K +2,964 +9%
BWL
1341
Bogart Wealth LLC
Virginia
$10.7M +$324K +1,068 +3%
TE
1342
Tema ETFs
New York
$10.6M -$96.8K -319 -0.9%
IWA
1343
Icon Wealth Advisors
Texas
$10.6M -$1.81M -5,978 -15%
HW
1344
HORAN Wealth
Ohio
$10.6M -$13.7K -45 -0.1%
CL
1345
CVFG LLC
Indiana
$10.6M +$10.3M +33,967 +1,677%
RCA
1346
Resonant Capital Advisors
Wisconsin
$10.6M +$280K +924 +3%
SCP
1347
Stamos Capital Partners
California
$10.6M +$2.58M +8,513 +31%
TNBTD
1348
Trustmark National Bank Trust Department
Mississippi
$10.6M -$314K -1,036 -3%
NRC
1349
New Republic Capital
North Carolina
$10.5M +$1.02M +3,365 +10%
HH
1350
Hilltop Holdings
Texas
$10.5M -$9.98M -32,870 -48%
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