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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1401
Belpointe Asset Management
Nevada
$4.76M -$5.91M -42,943 -57%
AP
1402
Americana Partners
Texas
$4.75M +$408K +2,969 +10%
GP
1403
Greenline Partners
New York
$4.75M -$31.9K -232 -0.7%
BONH
1404
Bank of New Hampshire
New Hampshire
$4.75M -$15.1K -110 -0.3%
TPA
1405
Trivium Point Advisory
Connecticut
$4.75M -$46.6K -339 -1%
FA
1406
FDx Advisors
Illinois
$4.74M -$2.89M -20,980 -39%
EGA
1407
E&G Advisors
Texas
$4.73M -$68.8K -500 -2%
HPIA
1408
Hamilton Point Investment Advisors
North Carolina
$4.72M -$115K -836 -3%
ADIM
1409
Alpha DNA Investment Management
Maryland
$4.71M +$274K +1,995 +7%
AWA
1410
Arete Wealth Advisors
Illinois
$4.7M -$809K -5,881 -15%
TPM
1411
Triasima Portfolio Management
Quebec, Canada
$4.7M -$87.6K -637 -3%
PB
1412
Pinnacle Bancorp
Nebraska
$4.7M +$37.4K +272 +0.8%
CG
1413
Caprock Group
Idaho
$4.69M -$430K -3,128 -9%
LC
1414
Lincoln Capital
Nebraska
$4.68M -$49.9K -363 -1%
IAS
1415
Insigneo Advisory Services
Florida
$4.68M +$2.19M +15,913 +98%
WA
1416
Wasatch Advisors
Utah
$4.68M -$206K -1,500 -4%
SCM
1417
Saber Capital Management
North Carolina
$4.68M -$2.75K -20 -0.1%
WTA
1418
Washington Trust Advisors
Massachusetts
$4.67M -$115K -837 -3%
DPIM
1419
Duff & Phelps Investment Management
Illinois
$4.67M +$20.6K +150 +0.5%
HL
1420
HeadInvest LLC
Maine
$4.66M -$111K -805 -3%
TL
1421
Tradewinds LLC
North Carolina
$4.65M +$196K +1,425 +5%
AFM
1422
Abbot Financial Management
Massachusetts
$4.65M -$89.1K -648 -2%
HW
1423
Hedeker Wealth
Illinois
$4.64M -$1.08M -7,875 -20%
NIP
1424
Nicholas Investment Partners
California
$4.64M +$849K +6,174 +24%
WCA
1425
Westover Capital Advisors
Delaware
$4.63M +$135K +978 +3%
55 56
57
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