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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1501
Hall Capital Management
Rhode Island
$4.15M +$93.7K +681 +2%
DS
1502
DRW Securities
Illinois
$4.14M -$2.32M -16,848 -37%
FBFS
1503
First Business Financial Services
Wisconsin
$4.14M +$24.6K +179 +0.6%
FNBOMD
1504
First National Bank of Mount Dora
Florida
$4.14M -$464K -3,374 -11%
SFG
1505
StrategIQ Financial Group
Indiana
$4.14M +$49.9K +363 +1%
CT
1506
Clearstead Trust
Maine
$4.13M +$4.68K +34 +0.1%
BO
1507
Bank OZK
Arkansas
$4.12M -$369K -2,686 -9%
AIM
1508
Athena Investment Management
California
$4.12M -$13.5K -98 -0.3%
TWM
1509
TriaGen Wealth Management
California
$4.11M +$3.24M +23,553 +501%
P
1510
Pitcairn
Pennsylvania
$4.09M -$90.4K -657 -2%
EBT
1511
Enterprise Bank & Trust
Massachusetts
$4.08M +$96.6K +702 +3%
MFS
1512
Monetta Financial Services
Illinois
$4.07M -$275K -2,000 -7%
IP
1513
Interval Partners
New York
$4.07M +$369K +2,684 +11%
MSA
1514
Marino Stram & Associates
Massachusetts
$4.07M +$12.2K +89 +0.3%
SW
1515
SkyOak Wealth
Michigan
$4.06M +$89.5K +651 +2%
DCM
1516
Delta Capital Management
New Jersey
$4.06M -$34.4K -250 -0.9%
JWCA
1517
J.W. Coons Advisors
Ohio
$4.06M -$55K -400 -1%
CWA
1518
Clarity Wealth Advisors
California
$4.06M +$194K +1,409 +5%
MBT
1519
Montecito Bank & Trust
California
$4.05M -$44.1K -321 -1%
SS
1520
Sunbelt Securities
Texas
$4.04M -$39.7K -289 -1%
ATI
1521
Act Two Investors
California
$4.04M +$20.2K +147 +0.5%
IFG
1522
Independent Financial Group
California
$4.03M -$259K -1,883 -6%
CIG
1523
Consolidated Investment Group
Colorado
$4.03M – – –
DA
1524
Doliver Advisors
Texas
$4.02M -$35.8K -260 -0.9%
AWMT
1525
AAFMAA Wealth Management & Trust
North Carolina
$4.02M -$3.55M -25,778 -48%
59 60
61
62 63