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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1376
Mount Yale Investment Advisors
Colorado
$7.24M +$3.76M +20,822 +136%
SFA
1377
Souders Financial Advisors
Ohio
$7.23M -$813K -4,504 -11%
BAM
1378
Belpointe Asset Management
Nevada
$7.23M +$683K +3,784 +12%
EM
1379
Excalibur Management
Massachusetts
$7.23M +$11.2K +62 +0.2%
PL
1380
Parkwood LLC
Ohio
$7.22M -$223K -1,236 -3%
CIP
1381
Capital Insight Partners
Arizona
$7.21M -$69.1K -383 -1%
SB
1382
Strategic Blueprint
Georgia
$7.16M +$269K +1,489 +4%
CIM
1383
Chiron Investment Management
New York
$7.14M +$6.43M +35,661 New
CICC
1384
Capital Investment Counsel (Colorado)
Colorado
$7.13M +$2.79M +15,439 +77%
CWM
1385
Cordatus Wealth Management
Pennsylvania
$7.12M -$9.92K -55 -0.2%
TCWA
1386
Turtle Creek Wealth Advisors
Texas
$7.12M +$315K +1,748 +5%
GIA
1387
Guyasuta Investment Advisors
Pennsylvania
$7.12M – – –
BFC
1388
Blue Fin Capital
Rhode Island
$7.1M -$50K -277 -0.8%
QI
1389
QV Investors
Alberta, Canada
$7.07M -$1.47M -8,130 -19%
GFA
1390
Gifford Fong Associates
California
$7.07M – – –
IAIM
1391
International Assets Investment Management
Florida
$7.06M -$52M -288,278 -89%
SFI
1392
SPC Financial Inc
Maryland
$7.05M -$435K -2,409 -6%
BKA
1393
Brick & Kyle Associates
Pennsylvania
$7.05M -$113K -629 -2%
P
1394
Paradiem
Louisiana
$7.05M – – –
HCA
1395
Horan Capital Advisors
Ohio
$7.04M -$57.4K -318 -0.9%
LMIM
1396
Lockheed Martin Investment Management
Maryland
$7.04M +$3.97M +21,990 +131%
PJSIMP
1397
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.04M -$112K -621 -2%
WAM
1398
Werlinich Asset Management
Connecticut
$7.02M -$361K -2,000 -5%
LC
1399
Lindbrook Capital
California
$7.02M -$184K -1,022 -3%
TL
1400
Tradewinds LLC
North Carolina
$7.01M +$6.31M +34,990 New
54 55
56
57 58