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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1351
Coppell Advisory Solutions
Texas
$10.4M +$9.24M +36,217 New
HWAM
1352
Hennion & Walsh Asset Management
New Jersey
$10.4M +$371K +1,452 +4%
MCP
1353
Martin Capital Partners
Oregon
$10.4M +$6.27M +24,560 +218%
MYIA
1354
Mount Yale Investment Advisors
Colorado
$10.4M +$315K +1,233 +4%
QI
1355
Qtron Investments
Massachusetts
$10.4M +$170K +666 +2%
SHA
1356
Seneca House Advisors
Virginia
$10.4M -$248K -972 -3%
DLCIG
1357
D.L. Carlson Investment Group
New Hampshire
$10.3M -$471K -1,845 -5%
JSW
1358
Journey Strategic Wealth
New Jersey
$10.3M +$2.22M +8,693 +32%
SCP
1359
Sandhill Capital Partners
New York
$10.3M +$1.35M +5,280 +17%
CT
1360
Clearstead Trust
Maine
$10.3M +$409K +1,603 +5%
RCA
1361
Resonant Capital Advisors
Wisconsin
$10.2M +$694K +2,718 +8%
GFA
1362
Gifford Fong Associates
California
$10.2M – – –
RWB
1363
RMR Wealth Builders
New Jersey
$10.2M +$402K +1,577 +5%
AOWM
1364
Alpha Omega Wealth Management
Virginia
$10.2M -$449K -1,761 -5%
WAM
1365
Werlinich Asset Management
Connecticut
$10.2M – – –
P
1366
Paradiem
Louisiana
$10.2M – – –
BA
1367
Bristlecone Advisors
Washington
$10.2M -$879K -3,446 -9%
AAM
1368
Augustine Asset Management
Florida
$10.2M +$94.4K +370 +1%
EM
1369
Excalibur Management
Massachusetts
$10.2M -$63.5K -249 -0.7%
BRM
1370
Boston Research & Management
Massachusetts
$10.2M -$138K -542 -2%
DDC
1371
DF Dent & Co
Maryland
$10.2M -$934K -3,661 -9%
SFI
1372
SPC Financial Inc
Maryland
$10.2M -$173K -677 -2%
KCM
1373
Kingdon Capital Management
New York
$10.1M +$8.93M +35,000 New
JFG
1374
Jefferies Financial Group
New York
$10.1M +$330K +1,293 +4%
BWL
1375
Bogart Wealth LLC
Virginia
$10.1M -$745K -2,920 -8%
53 54
55
56 57