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On this page, we present all of the funds holding JPM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding JPM, with a link to that fund's top holdings. The next columns
indicate the amount of JPM stock held by each of the funds holding JPM, followed by the JPM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 3910 funds holding JPM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc.
(or by any of the other funds holding JPM), click the fund name in the "Holder" column of the funds-holding-JPM table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Vanguard Group Inc. | 272,426,004 | $46,339,663 | 12/31/2023 | JPM | 272,426,004 | $46,339,663 | 12/31/2023 | BlackRock Inc. | | $32,801,296 | 12/31/2023 | JPM | 191,756,566 | $32,617,792 | 12/31/2023 | Call | 1,078,800 | $183,504 | 12/31/2023 | State Street Corp | 125,159,471 | $21,289,626 | 12/31/2023 | JPM | 125,159,471 | $21,289,626 | 12/31/2023 | Punch & Associates Investment Management Inc. | | $13,174,294 | 12/31/2023 | Call | 77,373 | $13,161,133 | 12/31/2023 | JPM | 77,373 | $13,161 | 12/31/2023 | Morgan Stanley | 64,841,197 | $11,029,488 | 12/31/2023 | JPM | 64,841,197 | $11,029,488 | 12/31/2023 | Geode Capital Management LLC | 55,324,255 | $9,385,581 | 12/31/2023 | JPM | 55,324,255 | $9,385,581 | 12/31/2023 | FMR LLC | 52,605,082 | $8,948,124 | 12/31/2023 | JPM | 52,605,082 | $8,948,124 | 12/31/2023 | Bank of America Corp DE | | $8,745,974 | 12/31/2023 | JPM | 51,065,459 | $8,686,235 | 12/31/2023 | Call | 1,681,300 | $285,989 | 12/31/2023 | Put | 1,330,100 | $226,250 | 12/31/2023 | Capital International Investors | 41,516,695 | $7,062,094 | 12/31/2023 | JPM | 41,516,695 | $7,062,094 | 12/31/2023 | Wellington Management Group LLP | 39,616,318 | $6,738,736 | 12/31/2023 | JPM | 39,616,318 | $6,738,736 | 12/31/2023 | Norges Bank | 35,372,595 | $6,016,878 | 12/31/2023 | JPM | 35,372,595 | $6,016,878 | 12/31/2023 | Capital World Investors | 34,271,199 | $5,829,552 | 12/31/2023 | JPM | 34,271,199 | $5,829,552 | 12/31/2023 | Price T Rowe Associates Inc. MD | 32,103,099 | $5,460,739 | 12/31/2023 | JPM | 32,103,099 | $5,460,739 | 12/31/2023 | Northern Trust Corp | 31,959,947 | $5,436,387 | 12/31/2023 | JPM | 31,959,947 | $5,436,387 | 12/31/2023 | Massachusetts Financial Services Co. MA | 29,498,573 | $5,017,707 | 12/31/2023 | JPM | 29,498,573 | $5,017,707 | 12/31/2023 | Bank of New York Mellon Corp | 28,813,913 | $4,901,247 | 12/31/2023 | JPM | 28,813,913 | $4,901,247 | 12/31/2023 | Wells Fargo & Company MN | | $4,236,685 | 12/31/2023 | JPM | 24,965,329 | $4,246,602 | 12/31/2023 | Put | 61,800 | $10,512 | 12/31/2023 | Call | 3,500 | $595 | 12/31/2023 | Ameriprise Financial Inc. | 23,713,332 | $4,037,916 | 12/31/2023 | JPM | 23,713,332 | $4,037,916 | 12/31/2023 | Legal & General Group Plc | 23,406,286 | $3,981,428 | 12/31/2023 | JPM | 23,406,286 | $3,981,428 | 12/31/2023 | Royal Bank of Canada | | $3,878,424 | 12/31/2023 | JPM | 23,193,345 | $3,945,188 | 12/31/2023 | Put | 1,119,000 | $190,342 | 12/31/2023 | Call | 726,500 | $123,578 | 12/31/2023 | Dimensional Fund Advisors LP | 21,338,704 | $3,629,757 | 12/31/2023 | JPM | 21,338,704 | $3,629,757 | 12/31/2023 | Charles Schwab Investment Management Inc. | 20,170,399 | $3,389,329 | 12/31/2023 | JPM | 20,170,399 | $3,389,329 | 12/31/2023 | Goldman Sachs Group Inc. | | $2,986,959 | 12/31/2023 | JPM | 18,112,317 | $3,080,905 | 12/31/2023 | Put | 1,267,800 | $215,653 | 12/31/2023 | Call | 715,500 | $121,707 | 12/31/2023 | Nuveen Asset Management LLC | 16,556,482 | $2,816,258 | 12/31/2023 | JPM | 16,556,482 | $2,816,258 | 12/31/2023 | Invesco Ltd. | 14,624,455 | $2,487,620 | 12/31/2023 | JPM | 14,624,455 | $2,487,620 | 12/31/2023 | Capital Research Global Investors | 13,947,673 | $2,372,499 | 12/31/2023 | JPM | 13,947,673 | $2,372,499 | 12/31/2023 | UBS Group AG | | $2,329,661 | 12/31/2023 | JPM | 16,088,029 | $2,736,574 | 12/31/2023 | Put | 4,199,649 | $714,360 | 12/31/2023 | Call | 1,807,447 | $307,447 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 12,869,654 | $2,189,124 | 12/31/2023 | JPM | 12,869,654 | $2,189,124 | 12/31/2023 | Deutsche Bank AG | 12,809,135 | $2,178,834 | 12/31/2023 | JPM | 12,809,135 | $2,178,834 | 12/31/2023 | Franklin Resources Inc. | 12,626,508 | $2,147,769 | 12/31/2023 | JPM | 12,626,508 | $2,147,769 | 12/31/2023 | Fisher Asset Management LLC | 11,836,898 | $2,013,457 | 12/31/2023 | JPM | 11,836,898 | $2,013,457 | 12/31/2023 | UBS Asset Management Americas Inc. | 11,816,508 | $2,009,988 | 12/31/2023 | JPM | 11,816,508 | $2,009,988 | 12/31/2023 | Raymond James & Associates | | $1,866,749 | 03/31/2024 | JPM | 9,320,640 | $1,866,924 | 03/31/2024 | Put | 1,000 | $175 | 03/31/2024 | Neuberger Berman Group LLC | 10,379,211 | $1,765,507 | 12/31/2023 | JPM | 10,379,211 | $1,765,507 | 12/31/2023 | Boston Partners | 9,093,169 | $1,546,751 | 12/31/2023 | JPM | 9,093,169 | $1,546,751 | 12/31/2023 | Arrowstreet Capital Limited Partnership | 8,603,095 | $1,463,386 | 12/31/2023 | JPM | 8,603,095 | $1,463,386 | 12/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 7,251,851 | $1,452,546 | 03/31/2024 | JPM | 7,251,851 | $1,452,546 | 03/31/2024 | Barclays PLC | | $1,432,098 | 12/31/2023 | JPM | 8,634,552 | $1,468,737 | 12/31/2023 | Put | 915,700 | $155,761 | 12/31/2023 | Call | 700,300 | $119,122 | 12/31/2023 | Sanders Capital LLC | 8,009,508 | $1,362,417 | 12/31/2023 | JPM | 8,009,508 | $1,362,417 | 12/31/2023 | Janus Henderson Group PLC | 7,863,029 | $1,337,604 | 12/31/2023 | JPM | 7,863,029 | $1,337,604 | 12/31/2023 | Clearbridge Investments LLC | 7,717,238 | $1,312,668 | 12/31/2023 | JPM | 7,717,238 | $1,312,668 | 12/31/2023 | Bank of Montreal Can | | $1,256,313 | 12/31/2023 | JPM | 7,603,299 | $1,296,134 | 12/31/2023 | Put | 815,800 | $139,069 | 12/31/2023 | Call | 582,200 | $99,248 | 12/31/2023 | Alliancebernstein L.P. | 7,192,705 | $1,223,479 | 12/31/2023 | JPM | 7,192,705 | $1,223,479 | 12/31/2023 | The PNC Financial Services Group Inc. | | $1,217,386 | 12/31/2023 | JPM | 7,155,911 | $1,217,221 | 12/31/2023 | JPM.PRD | 2,155 | $54 | 12/31/2023 | JPM.PRL | 2,398 | $50 | 12/31/2023 | JPM.PRJ | 1,668 | $36 | 12/31/2023 | JPM.PRC | 976 | $25 | 12/31/2023 | Hsbc Holdings PLC | | $1,148,274 | 12/31/2023 | JPM | 6,699,380 | $1,139,245 | 12/31/2023 | Call | 141,700 | $24,087 | 12/31/2023 | Put | 88,600 | $15,058 | 12/31/2023 | Envestnet Asset Management Inc. | 6,455,724 | $1,098,119 | 12/31/2023 | JPM | 6,455,724 | $1,098,119 | 12/31/2023 | California Public Employees Retirement System | 6,454,646 | $1,097,935 | 12/31/2023 | JPM | 6,454,646 | $1,097,935 | 12/31/2023 | Bessemer Group Inc. | 6,206,429 | $1,055,713 | 12/31/2023 | JPM | 6,206,429 | $1,055,713 | 12/31/2023 | Principal Financial Group Inc. | 6,099,267 | $1,037,485 | 12/31/2023 | JPM | 6,099,267 | $1,037,485 | 12/31/2023 | Baird Financial Group Inc. | 5,607,169 | $953,779 | 12/31/2023 | JPM | 5,607,169 | $953,779 | 12/31/2023 | Unisphere Establishment | 5,600,000 | $952,560 | 12/31/2023 | JPM | 5,600,000 | $952,560 | 12/31/2023 | Rhumbline Advisers | 5,582,636 | $949,606 | 12/31/2023 | JPM | 5,582,636 | $949,606 | 12/31/2023 | Schroder Investment Management Group | 5,104,331 | $868,247 | 12/31/2023 | JPM | 5,104,331 | $868,247 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 4,273,175 | $855,917 | 03/31/2024 | JPM | 4,273,175 | $855,917 | 03/31/2024 | Credit Suisse AG | 4,801,968 | $816,815 | 12/31/2023 | JPM | 4,801,968 | $816,815 | 12/31/2023 | Greenhaven Associates Inc. | 4,723,504 | $803,468 | 12/31/2023 | JPM | 4,723,504 | $803,468 | 12/31/2023 | Amundi | 4,688,012 | $800,056 | 12/31/2023 | JPM | 4,688,012 | $800,056 | 12/31/2023 | California State Teachers Retirement System | 4,669,412 | $794,267 | 12/31/2023 | JPM | 4,669,412 | $794,267 | 12/31/2023 | Primecap Management Co. CA | 4,524,046 | $769,540 | 12/31/2023 | JPM | 4,524,046 | $769,540 | 12/31/2023 | TD Asset Management Inc. | 4,475,574 | $761,295 | 12/31/2023 | JPM | 4,475,574 | $761,295 | 12/31/2023 | National Pension Service | 4,464,974 | $759,492 | 12/31/2023 | JPM | 4,464,974 | $759,492 | 12/31/2023 | Stifel Financial Corp | 4,332,777 | $737,017 | 12/31/2023 | JPM | 4,332,777 | $737,017 | 12/31/2023 | New York State Common Retirement Fund | 4,331,140 | $736,727 | 12/31/2023 | JPM | 4,331,140 | $736,727 | 12/31/2023 | American Century Companies Inc. | 4,246,194 | $722,278 | 12/31/2023 | JPM | 4,246,194 | $722,278 | 12/31/2023 | JPMorgan Chase & Co. | 4,211,667 | $716,405 | 12/31/2023 | JPM | 4,211,667 | $716,405 | 12/31/2023 | National Bank of Canada FI | | $712,823 | 12/31/2023 | JPM | 4,142,984 | $712,823 | 12/31/2023 | Put | 602 | $10,359 | 12/31/2023 | Call | 602 | $10,359 | 12/31/2023 | Ensign Peak Advisors Inc | 4,084,615 | $694,793 | 12/31/2023 | JPM | 4,084,615 | $694,793 | 12/31/2023 | DekaBank Deutsche Girozentrale | 3,429,115 | $686,746 | 03/31/2024 | JPM | 3,429,115 | $686,746 | 03/31/2024 | US Bancorp DE | | $683,513 | 12/31/2023 | JPM | 4,018,295 | $683,513 | 12/31/2023 | Put | 35 | $0 | 12/31/2023 | Davis Selected Advisers | 3,993,234 | $679,250 | 12/31/2023 | JPM | 3,993,234 | $679,250 | 12/31/2023 | Public Investment Fund | 3,851,053 | $655,064 | 12/31/2023 | JPM | 3,851,053 | $655,064 | 12/31/2023 | APG Asset Management N.V. | 3,803,086 | $646,905 | 12/31/2023 | JPM | 3,803,086 | $646,905 | 12/31/2023 | Fayez Sarofim & Co | 3,579,418 | $626,434 | 12/31/2023 | JPM | 3,579,418 | $626,434 | 12/31/2023 | Putnam Investments LLC | 3,638,999 | $618,994 | 12/31/2023 | JPM | 3,638,999 | $618,994 | 12/31/2023 | Citigroup Inc. | | $602,352 | 12/31/2023 | JPM | 2,927,958 | $498,046 | 12/31/2023 | Call | 1,956,800 | $332,852 | 12/31/2023 | Put | 1,343,600 | $228,546 | 12/31/2023 | CI Private Wealth LLC | 3,532,454 | $600,871 | 12/31/2023 | JPM | 3,532,454 | $600,871 | 12/31/2023 | Robeco Institutional Asset Management B.V. | 2,923,969 | $585,671 | 03/31/2024 | JPM | 2,923,969 | $585,671 | 03/31/2024 | Susquehanna International Group LLP | | $579,441 | 12/31/2023 | Call | 6,678,000 | $1,135,928 | 12/31/2023 | Put | 5,144,100 | $875,011 | 12/31/2023 | JPM | 1,872,568 | $318,524 | 12/31/2023 | FIL Ltd | 3,397,290 | $577,879 | 12/31/2023 | JPM | 3,397,290 | $577,879 | 12/31/2023 | 1832 Asset Management L.P. | 3,338,608 | $567,897 | 12/31/2023 | JPM | 3,338,608 | $567,897 | 12/31/2023 | Citadel Advisors LLC | | $548,917 | 12/31/2023 | Put | 7,001,700 | $1,190,989 | 12/31/2023 | Call | 5,680,900 | $966,321 | 12/31/2023 | JPM | 4,547,825 | $773,585 | 12/31/2023 | The Manufacturers Life Insurance Company | 3,219,342 | $547,610 | 12/31/2023 | JPM | 3,219,342 | $547,610 | 12/31/2023 | CIBC Private Wealth Group LLC | 3,215,505 | $546,957 | 12/31/2023 | JPM | 3,215,505 | $546,957 | 12/31/2023 | Voya Investment Management LLC | 3,173,103 | $539,745 | 12/31/2023 | JPM | 3,173,103 | $539,745 | 12/31/2023 | Prudential Financial Inc. | 3,208,270 | $538,351 | 12/31/2023 | JPM | 3,208,270 | $538,351 | 12/31/2023 | LPL Financial LLC | 3,143,993 | $534,793 | 12/31/2023 | JPM | 3,143,993 | $534,793 | 12/31/2023 | HighTower Advisors LLC | | $530,400 | 12/31/2023 | JPM | 3,116,208 | $530,400 | 12/31/2023 | Put | 3,400 | $0 | 12/31/2023 | Bank of Nova Scotia | | $511,709 | 12/31/2023 | JPM | 3,009,958 | $511,972 | 12/31/2023 | Put | 1,544 | $263 | 12/31/2023 | State Board of Administration of Florida Retirement System | 3,006,368 | $511,383 | 12/31/2023 | JPM | 3,006,368 | $511,383 | 12/31/2023 | Victory Capital Management Inc. | 3,003,422 | $510,882 | 12/31/2023 | JPM | 3,003,422 | $510,882 | 12/31/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 2,981,381 | $510,800 | 12/31/2023 | JPM | 2,981,381 | $510,800 | 12/31/2023 | Truist Financial Corp | 2,926,730 | $497,837 | 12/31/2023 | JPM | 2,926,730 | $497,837 | 12/31/2023 | New York State Teachers Retirement System | 2,923,149 | $497,228 | 12/31/2023 | JPM | 2,923,149 | $497,228 | 12/31/2023 | Mackenzie Financial Corp | 2,919,820 | $496,661 | 12/31/2023 | JPM | 2,919,820 | $496,661 | 12/31/2023 | Canada Pension Plan Investment Board | 2,914,619 | $495,777 | 12/31/2023 | JPM | 2,914,619 | $495,777 | 12/31/2023 | Allianz Asset Management GmbH | | $481,201 | 12/31/2023 | JPM | 2,952,733 | $502,260 | 12/31/2023 | Put | 237,800 | $40,450 | 12/31/2023 | Call | 114,000 | $19,391 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 2,815,151 | $478,857 | 12/31/2023 | JPM | 2,815,151 | $478,857 | 12/31/2023 | Adage Capital Partners GP L.L.C. | 2,809,766 | $477,941 | 12/31/2023 | JPM | 2,809,766 | $477,941 | 12/31/2023 | Korea Investment CORP | 2,749,450 | $467,681 | 12/31/2023 | JPM | 2,749,450 | $467,681 | 12/31/2023 | Capital Wealth Planning LLC | 2,748,515 | $467,522 | 12/31/2023 | JPM | 2,748,515 | $467,522 | 12/31/2023 | Nordea Investment Management AB | 2,690,167 | $458,216 | 12/31/2023 | JPM | 2,690,167 | $458,216 | 12/31/2023 | Fifth Third Bancorp | 2,256,431 | $451,963 | 03/31/2024 | JPM | 2,256,431 | $451,963 | 03/31/2024 | Toronto Dominion Bank | 2,485,822 | $422,838 | 12/31/2023 | JPM | 2,485,822 | $422,838 | 12/31/2023 | Rathbone Brothers plc | 2,434,170 | $414,052 | 12/31/2023 | JPM | 2,434,170 | $414,052 | 12/31/2023 | Chevy Chase Trust Holdings Inc. | 2,368,636 | $402,905 | 12/31/2023 | JPM | 2,368,636 | $402,905 | 12/31/2023 | Great West Life Assurance Co. Can | 2,333,340 | $395,353 | 12/31/2023 | JPM | 2,333,340 | $395,353 | 12/31/2023 | Standard Life Aberdeen plc | 2,288,745 | $389,316 | 12/31/2023 | JPM | 2,288,745 | $389,316 | 12/31/2023 | Jennison Associates LLC | 2,260,149 | $384,451 | 12/31/2023 | JPM | 2,260,149 | $384,451 | 12/31/2023 | Lord Abbett & CO. LLC | 2,255,458 | $383,653 | 12/31/2023 | JPM | 2,255,458 | $383,653 | 12/31/2023 | Cerity Partners LLC | 2,246,582 | $382,144 | 12/31/2023 | JPM | 2,246,582 | $382,144 | 12/31/2023 | Mariner LLC | 2,229,943 | $379,313 | 12/31/2023 | JPM | 2,229,943 | $379,313 | 12/31/2023 | Royal London Asset Management Ltd. | 2,225,921 | $378,629 | 12/31/2023 | JPM | 2,225,921 | $378,629 | 12/31/2023 | Blair William & Co. IL | 2,215,395 | $376,839 | 12/31/2023 | JPM | 2,215,395 | $376,839 | 12/31/2023 | King Luther Capital Management Corp | 2,164,908 | $368,251 | 12/31/2023 | JPM | 2,164,908 | $368,251 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 2,154,041 | $366,402 | 12/31/2023 | JPM | 2,154,041 | $366,402 | 12/31/2023 | M&T Bank Corp | | $349,045 | 12/31/2023 | JPM | 2,051,288 | $348,924 | 12/31/2023 | Call | 188 | $121 | 12/31/2023 | Put | 4 | $0 | 12/31/2023 | Gardner Russo & Gardner LLC | 2,023,369 | $344,175 | 12/31/2023 | JPM | 2,023,369 | $344,175 | 12/31/2023 | Cincinnati Insurance Co. | 2,012,000 | $342,241 | 12/31/2023 | JPM | 2,012,000 | $342,241 | 12/31/2023 | Marshall Wace LLP | | $341,673 | 12/31/2023 | JPM | 1,900,357 | $323,251 | 12/31/2023 | Call | 232,600 | $39,565 | 12/31/2023 | Put | 124,300 | $21,143 | 12/31/2023 | Brandywine Global Investment Management LLC | 1,974,337 | $335,835 | 12/31/2023 | JPM | 1,974,337 | $335,835 | 12/31/2023 | Natixis Advisors L.P. | 1,950,699 | $331,813 | 12/31/2023 | JPM | 1,950,699 | $331,813 | 12/31/2023 | Thrivent Financial for Lutherans | 1,899,683 | $323,136 | 12/31/2023 | JPM | 1,899,683 | $323,136 | 12/31/2023 | Huntington National Bank | | $317,313 | 12/31/2023 | JPM | 1,865,446 | $317,313 | 12/31/2023 | COMMON STOCK | 1 | $0 | 12/31/2023 | First Trust Advisors LP | 1,824,441 | $310,337 | 12/31/2023 | JPM | 1,824,441 | $310,337 | 12/31/2023 | Commonwealth Equity Services LLC | 1,806,540 | $307,293 | 12/31/2023 | JPM | 1,806,540 | $307,293 | 12/31/2023 | Keybank National Association OH | 1,805,361 | $307,092 | 12/31/2023 | JPM | 1,805,361 | $307,092 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | | $306,653 | 03/31/2024 | JPM | 1,530,987 | $306,657 | 03/31/2024 | Put | 400 | $4 | 03/31/2024 | Rockefeller Capital Management L.P. | 1,786,018 | $303,802 | 12/31/2023 | JPM | 1,786,018 | $303,802 | 12/31/2023 | Russell Investments Group Ltd. | 1,777,588 | $302,391 | 12/31/2023 | JPM | 1,777,588 | $302,391 | 12/31/2023 | Mitsubishi UFJ Trust & Banking Corp | 1,773,848 | $301,741 | 12/31/2023 | JPM | 1,773,848 | $301,741 | 12/31/2023 | Pzena Investment Management LLC | 1,768,274 | $300,783 | 12/31/2023 | JPM | 1,768,274 | $300,783 | 12/31/2023 | Janney Montgomery Scott LLC | 1,763,717 | $300,008 | 12/31/2023 | JPM | 1,763,717 | $300,008 | 12/31/2023 | Mairs & Power Inc. | 1,727,101 | $293,780 | 12/31/2023 | JPM | 1,727,101 | $293,780 | 12/31/2023 | KBC Group NV | 1,712,901 | $291,365 | 12/31/2023 | JPM | 1,712,901 | $291,365 | 12/31/2023 | Macquarie Group Ltd. | | $285,354 | 12/31/2023 | JPM | 1,683,540 | $285,912 | 12/31/2023 | Put | 3,300 | $558 | 12/31/2023 | Thornburg Investment Management Inc. | 1,662,106 | $282,724 | 12/31/2023 | JPM | 1,662,106 | $282,724 | 12/31/2023 | Brave Warrior Advisors LLC | 1,656,158 | $281,712 | 12/31/2023 | JPM | 1,656,158 | $281,712 | 12/31/2023 | State of New Jersey Common Pension Fund D | 1,652,573 | $281,103 | 12/31/2023 | JPM | 1,652,573 | $281,103 | 12/31/2023 | Haverford Trust Co. | 1,614,895 | $274,694 | 12/31/2023 | JPM | 1,614,895 | $274,694 | 12/31/2023 | CI Investments Inc. | 1,611,949 | $274,192 | 12/31/2023 | JPM | 1,611,949 | $274,192 | 12/31/2023 | State of Wisconsin Investment Board | 1,600,315 | $272,214 | 12/31/2023 | JPM | 1,600,315 | $272,214 | 12/31/2023 | Menora Mivtachim Holdings LTD. | 1,562,174 | $265,726 | 12/31/2023 | JPM | 1,562,174 | $265,726 | 12/31/2023 | Pictet Asset Management Holding SA | 1,562,138 | $265,720 | 12/31/2023 | JPM | 1,562,138 | $265,720 | 12/31/2023 | Vaughan Nelson Investment Management L.P. | 1,292,959 | $258,980 | 03/31/2024 | JPM | 1,292,959 | $258,980 | 03/31/2024 | Public Employees Retirement Association of Colorado | 1,518,969 | $258,377 | 12/31/2023 | JPM | 1,518,969 | $258,377 | 12/31/2023 | Los Angeles Capital Management & Equity Research Inc. | 1,287,369 | $257,860 | 03/31/2024 | JPM | 1,287,369 | $257,860 | 03/31/2024 | Public Employees Retirement System of Ohio | 1,512,411 | $257,261 | 12/31/2023 | JPM | 1,512,411 | $257,261 | 12/31/2023 | Brown Advisory Inc. | 1,255,346 | $251,446 | 03/31/2024 | JPM | 1,255,346 | $251,446 | 03/31/2024 | Panagora Asset Management Inc. | 1,464,530 | $249,117 | 12/31/2023 | JPM | 1,464,530 | $249,117 | 12/31/2023 | D. E. Shaw & Co. Inc. | | $245,372 | 12/31/2023 | Call | 1,584,700 | $269,557 | 12/31/2023 | Put | 814,000 | $138,461 | 12/31/2023 | JPM | 671,816 | $114,276 | 12/31/2023 | Epoch Investment Partners Inc. | 1,409,962 | $239,835 | 12/31/2023 | JPM | 1,409,962 | $239,835 | 12/31/2023 | Aviva PLC | 1,405,905 | $239,144 | 12/31/2023 | JPM | 1,405,905 | $239,144 | 12/31/2023 | Boston Trust Walden Corp | 1,193,244 | $239,007 | 03/31/2024 | JPM | 1,193,244 | $239,007 | 03/31/2024 | Strs Ohio | 1,397,598 | $237,731 | 12/31/2023 | JPM | 1,397,598 | $237,731 | 12/31/2023 | Asset Management One Co. Ltd. | 1,389,900 | $236,699 | 12/31/2023 | JPM | 1,389,900 | $236,699 | 12/31/2023 | Smead Capital Management Inc. | 1,391,211 | $236,645 | 12/31/2023 | JPM | 1,391,211 | $236,645 | 12/31/2023 | Scotia Capital Inc. | 1,376,819 | $234,192 | 12/31/2023 | JPM | 1,376,819 | $234,192 | 12/31/2023 | ACR Alpine Capital Research LLC | 1,372,428 | $233,450 | 12/31/2023 | JPM | 1,372,428 | $233,450 | 12/31/2023 | Regions Financial Corp | 1,165,494 | $233,448 | 03/31/2024 | JPM | 1,165,494 | $233,448 | 03/31/2024 | Advisor Group Holdings Inc. | | $231,901 | 12/31/2023 | JPM | 1,362,369 | $231,892 | 12/31/2023 | Call | 2 | $9 | 12/31/2023 | DNB Asset Management AS | 1,149,265 | $230,198 | 03/31/2024 | JPM | 1,149,265 | $230,198 | 03/31/2024 | Granite Bay Wealth Management LLC | 1,324,858 | $225,358 | 12/31/2023 | JPM | 1,324,858 | $225,358 | 12/31/2023 | CIBC World Markets Inc. | | $222,490 | 12/31/2023 | JPM | 1,157,997 | $196,975 | 12/31/2023 | Call | 150,000 | $25,515 | 12/31/2023 | Cullen Capital Management LLC | 1,293,663 | $220,052 | 12/31/2023 | JPM | 1,293,663 | $220,052 | 12/31/2023 | Glenmede Trust Co. NA | 1,284,338 | $218,466 | 12/31/2023 | JPM | 1,284,338 | $218,466 | 12/31/2023 | Treasurer of the State of North Carolina | 1,281,719 | $218,020 | 12/31/2023 | JPM | 1,281,719 | $218,020 | 12/31/2023 | State of Tennessee Treasury Department | 1,277,963 | $217,382 | 12/31/2023 | JPM | 1,277,963 | $217,382 | 12/31/2023 | Comerica Bank | 1,273,048 | $216,545 | 12/31/2023 | JPM | 1,273,048 | $216,545 | 12/31/2023 | Loomis Sayles & Co. L P | 1,262,434 | $214,740 | 12/31/2023 | JPM | 1,262,434 | $214,740 | 12/31/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 1,237,378 | $210,478 | 12/31/2023 | JPM | 1,237,378 | $210,478 | 12/31/2023 | Commerce Bank | 1,231,959 | $209,556 | 12/31/2023 | JPM | 1,231,959 | $209,556 | 12/31/2023 | Morningstar Investment Services LLC | 1,214,819 | $206,883 | 12/31/2023 | JPM | 1,214,819 | $206,883 | 12/31/2023 | KAMES CAPITAL plc | 1,028,615 | $206,012 | 03/31/2024 | JPM | 1,028,615 | $206,012 | 03/31/2024 | DAVENPORT & Co LLC | | $205,105 | 12/31/2023 | JPM | 1,201,432 | $204,340 | 12/31/2023 | Call | 4,500 | $765 | 12/31/2023 | Great Lakes Advisors LLC | 1,178,393 | $200,445 | 12/31/2023 | JPM | 1,178,393 | $200,445 | 12/31/2023 | Bahl & Gaynor Inc. | 1,174,543 | $199,790 | 12/31/2023 | JPM | 1,174,543 | $199,790 | 12/31/2023 | OMERS ADMINISTRATION Corp | 1,166,064 | $198,347 | 12/31/2023 | JPM | 1,166,064 | $198,347 | 12/31/2023 | Handelsbanken Fonder AB | 1,149,088 | $195,460 | 12/31/2023 | JPM | 1,149,088 | $195,460 | 12/31/2023 | Jarislowsky Fraser Ltd | 1,145,563 | $194,860 | 12/31/2023 | JPM | 1,145,563 | $194,860 | 12/31/2023 | AMF Pensionsforsakring AB | 966,694 | $193,687 | 03/31/2024 | JPM | 966,694 | $193,687 | 03/31/2024 | Nomura Asset Management Co. Ltd. | 1,135,550 | $193,157 | 12/31/2023 | JPM | 1,135,550 | $193,157 | 12/31/2023 | Empower Advisory Group LLC | 1,127,250 | $191,745 | 12/31/2023 | JPM | 1,127,250 | $191,745 | 12/31/2023 | Zacks Investment Management | 1,108,873 | $188,619 | 12/31/2023 | JPM | 1,108,873 | $188,619 | 12/31/2023 | Bradley Foster & Sargent Inc. CT | 1,070,027 | $182,012 | 12/31/2023 | JPM | 1,070,027 | $182,012 | 12/31/2023 | Eagle Asset Management Inc. | 1,057,533 | $179,886 | 12/31/2023 | JPM | 1,057,533 | $179,886 | 12/31/2023 | Capital Group Private Client Services Inc. | 1,029,509 | $175,119 | 12/31/2023 | JPM | 1,029,509 | $175,119 | 12/31/2023 | Creative Planning | 1,028,610 | $174,967 | 12/31/2023 | JPM | 1,028,610 | $174,967 | 12/31/2023 | Paralel Advisors LLC | 1,028,000 | $174,863 | 12/31/2023 | JPM | 1,028,000 | $174,863 | 12/31/2023 | Rafferty Asset Management LLC | 1,024,730 | $174,307 | 12/31/2023 | JPM | 1,024,730 | $174,307 | 12/31/2023 | TFO TDC LLC | 95,706 | $173,842 | 12/31/2023 | JPM | 95,706 | $173,842 | 12/31/2023 | Douglas Lane & Associates LLC | 854,255 | $171,107 | 03/31/2024 | JPM | 854,255 | $171,107 | 03/31/2024 | Retirement Systems of Alabama | 994,111 | $169,098 | 12/31/2023 | JPM | 994,111 | $169,098 | 12/31/2023 | Bristol John W & Co. Inc. NY | 986,779 | $167,851 | 12/31/2023 | JPM | 986,779 | $167,851 | 12/31/2023 | Nisa Investment Advisors LLC | 984,990 | $167,547 | 12/31/2023 | JPM | 984,990 | $167,547 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 977,688 | $166,305 | 12/31/2023 | JPM | 977,688 | $166,305 | 12/31/2023 | Clark Capital Management Group Inc. | 969,232 | $164,866 | 12/31/2023 | JPM | 969,232 | $164,866 | 12/31/2023 | M&G Investment Management Ltd. | 969,200 | $164,764 | 12/31/2023 | JPM | 969,200 | $164,764 | 12/31/2023 | UniSuper Management Pty Ltd | 961,573 | $163,564 | 12/31/2023 | JPM | 961,573 | $163,564 | 12/31/2023 | Westwood Holdings Group Inc. | 958,096 | $162,972 | 12/31/2023 | JPM | 958,096 | $162,972 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 955,799 | $161,529 | 12/31/2023 | JPM | 955,799 | $161,529 | 12/31/2023 | TD Waterhouse Canada Inc. | 860,649 | $161,378 | 12/31/2023 | JPM | 860,649 | $161,378 | 12/31/2023 | Junto Capital Management LP | 939,078 | $159,737 | 12/31/2023 | JPM | 939,078 | $159,737 | 12/31/2023 | State of Michigan Retirement System | 792,131 | $158,664 | 03/31/2024 | JPM | 792,131 | $158,664 | 03/31/2024 | Ferguson Wellman Capital Management Inc. | 786,454 | $157,527 | 03/31/2024 | JPM | 786,454 | $157,527 | 03/31/2024 | Sarasin & Partners LLP | 779,034 | $156,041 | 03/31/2024 | JPM | 779,034 | $156,041 | 03/31/2024 | Allspring Global Investments Holdings LLC | 774,304 | $155,093 | 03/31/2024 | JPM | 774,304 | $155,093 | 03/31/2024 | Cibc World Markets Corp | | $154,710 | 12/31/2023 | JPM | 904,857 | $153,916 | 12/31/2023 | Call | 4,668 | $794 | 12/31/2023 | RE Advisers Corp | 899,136 | $152,943 | 12/31/2023 | JPM | 899,136 | $152,943 | 12/31/2023 | Renaissance Technologies LLC | 893,193 | $151,932 | 12/31/2023 | JPM | 893,193 | $151,932 | 12/31/2023 | iA Global Asset Management Inc. | 892,701 | $151,848 | 12/31/2023 | JPM | 892,701 | $151,848 | 12/31/2023 | LSV Asset Management | 861,500 | $146,541 | 12/31/2023 | JPM | 861,500 | $146,541 | 12/31/2023 | Stonegate Investment Group LLC | 715,015 | $143,218 | 03/31/2024 | JPM | 715,015 | $143,218 | 03/31/2024 | Teacher Retirement System of Texas | 837,016 | $142,376 | 12/31/2023 | JPM | 837,016 | $142,376 | 12/31/2023 | First Financial Bankshares Inc | 834,843 | $142,007 | 12/31/2023 | JPM | 834,843 | $142,007 | 12/31/2023 | Gateway Investment Advisers LLC | 706,254 | $141,463 | 03/31/2024 | JPM | 706,254 | $141,463 | 03/31/2024 | Skandinaviska Enskilda Banken AB publ | 829,767 | $141,359 | 12/31/2023 | JPM | 829,767 | $141,359 | 12/31/2023 | Kovitz Investment Group Partners LLC | 830,867 | $141,330 | 12/31/2023 | JPM | 830,867 | $141,330 | 12/31/2023 | Captrust Financial Advisors | 826,851 | $140,647 | 12/31/2023 | JPM | 826,851 | $140,647 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | | $140,228 | 12/31/2023 | JPM | 821,117 | $139,836 | 12/31/2023 | JPM.PRD | 13,310 | $333 | 12/31/2023 | JPM.PRC | 2,340 | $59 | 12/31/2023 | Bartlett & Co. LLC | | $140,221 | 12/31/2023 | JPM | 821,117 | $139,829 | 12/31/2023 | JPM.PRD | 13,310 | $333 | 12/31/2023 | JPM.PRC | 2,340 | $59 | 12/31/2023 | Arizona State Retirement System | 817,609 | $139,075 | 12/31/2023 | JPM | 817,609 | $139,075 | 12/31/2023 | Compagnie Lombard Odier SCmA | 815,501 | $138,717 | 12/31/2023 | JPM | 815,501 | $138,717 | 12/31/2023 | Penserra Capital Management LLC | 812,140 | $138,143 | 12/31/2023 | JPM | 812,140 | $138,143 | 12/31/2023 | MML Investors Services LLC | 811,614 | $138,056 | 12/31/2023 | JPM | 811,614 | $138,056 | 12/31/2023 | Employees Retirement System of Texas | 793,070 | $134,901 | 12/31/2023 | JPM | 793,070 | $134,901 | 12/31/2023 | Quilter Plc | 780,876 | $132,749 | 12/31/2023 | JPM | 780,876 | $132,749 | 12/31/2023 | Calamos Advisors LLC | 775,446 | $131,903 | 12/31/2023 | JPM | 775,446 | $131,903 | 12/31/2023 | Tredje AP fonden | 775,431 | $131,901 | 12/31/2023 | JPM | 775,431 | $131,901 | 12/31/2023 | AQR Capital Management LLC | 767,624 | $130,573 | 12/31/2023 | JPM | 767,624 | $130,573 | 12/31/2023 | James Hambro & Partners | 762,102 | $129,748 | 12/31/2023 | JPM | 762,102 | $129,748 | 12/31/2023 | Twin Tree Management LP | | $128,034 | 12/31/2023 | Call | 752,700 | $128,034 | 12/31/2023 | ProShare Advisors LLC | 747,104 | $127,082 | 12/31/2023 | JPM | 747,104 | $127,082 | 12/31/2023 | Sei Investments Co. | 739,872 | $125,842 | 12/31/2023 | JPM | 739,872 | $125,842 | 12/31/2023 | American International Group Inc. | 734,322 | $124,908 | 12/31/2023 | JPM | 734,322 | $124,908 | 12/31/2023 | Actiam N.V. | 620,616 | $124,309 | 03/31/2024 | JPM | 620,616 | $124,309 | 03/31/2024 | Pinebridge Investments L.P. | 727,530 | $123,755 | 12/31/2023 | JPM | 727,530 | $123,755 | 12/31/2023 | Welch & Forbes LLC | 722,717 | $122,934 | 12/31/2023 | JPM | 722,717 | $122,934 | 12/31/2023 | Squarepoint Ops LLC | | $122,351 | 12/31/2023 | JPM | 597,491 | $101,633 | 12/31/2023 | Call | 512,100 | $87,108 | 12/31/2023 | Put | 390,300 | $66,390 | 12/31/2023 | International Assets Investment Management LLC | 608,675 | $121,918 | 03/31/2024 | JPM | 608,675 | $121,918 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 606,649 | $121,512 | 03/31/2024 | JPM | 606,649 | $121,512 | 03/31/2024 | Amalgamated Bank | 597,301 | $119,639 | 03/31/2024 | JPM | 597,301 | $119,639 | 03/31/2024 | MetLife Investment Management LLC | 701,747 | $119,367 | 12/31/2023 | JPM | 701,747 | $119,367 | 12/31/2023 | IFM Investors Pty Ltd | 585,642 | $117,304 | 03/31/2024 | JPM | 585,642 | $117,304 | 03/31/2024 | Factory Mutual Insurance Co. | 579,125 | $115,999 | 03/31/2024 | JPM | 579,125 | $115,999 | 03/31/2024 | Oppenheimer Asset Management Inc. | 673,226 | $114,516 | 12/31/2023 | JPM | 673,226 | $114,516 | 12/31/2023 | Forsta AP Fonden | 668,500 | $113,712 | 12/31/2023 | JPM | 668,500 | $113,712 | 12/31/2023 | Atalanta Sosnoff Capital LLC | 664,846 | $113,090 | 12/31/2023 | JPM | 664,846 | $113,090 | 12/31/2023 | LGT Group Foundation | 658,594 | $112,159 | 12/31/2023 | JPM | 658,594 | $112,159 | 12/31/2023 | Federated Hermes Inc. | 656,836 | $111,728 | 12/31/2023 | JPM | 656,836 | $111,728 | 12/31/2023 | Peapack Gladstone Financial Corp | 639,619 | $108,799 | 12/31/2023 | JPM | 639,619 | $108,799 | 12/31/2023 | Caisse DE Depot ET Placement DU Quebec | 639,319 | $108,748 | 12/31/2023 | JPM | 639,319 | $108,748 | 12/31/2023 | Pinnacle Financial Partners Inc. | 637,423 | $108,426 | 12/31/2023 | JPM | 637,423 | $108,426 | 12/31/2023 | EP Wealth Advisors LLC | 636,604 | $108,286 | 12/31/2023 | JPM | 636,604 | $108,286 | 12/31/2023 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 633,093 | $107,689 | 12/31/2023 | JPM | 633,093 | $107,689 | 12/31/2023 | Crawford Investment Counsel Inc. | 627,225 | $106,691 | 12/31/2023 | JPM | 627,225 | $106,691 | 12/31/2023 | Whittier Trust Co. | 626,794 | $106,617 | 12/31/2023 | JPM | 626,794 | $106,617 | 12/31/2023 | Manning & Napier Group LLC | 532,154 | $106,589 | 03/31/2024 | JPM | 532,154 | $106,589 | 03/31/2024 | Evercore Wealth Management LLC | 625,375 | $106,376 | 12/31/2023 | JPM | 625,375 | $106,376 | 12/31/2023 | Cooke & Bieler LP | 619,267 | $105,337 | 12/31/2023 | JPM | 619,267 | $105,337 | 12/31/2023 | Sumitomo Mitsui DS Asset Management Company Ltd | 618,481 | $105,204 | 12/31/2023 | JPM | 618,481 | $105,204 | 12/31/2023 | AXA S.A. | 617,369 | $105,014 | 12/31/2023 | JPM | 617,369 | $105,014 | 12/31/2023 | Capital Advisors Inc. OK | 608,857 | $103,567 | 12/31/2023 | JPM | 608,857 | $103,567 | 12/31/2023 | AE Wealth Management LLC | 597,583 | $102,952 | 12/31/2023 | JPM | 597,583 | $102,952 | 12/31/2023 | Public Sector Pension Investment Board | 601,625 | $102,336 | 12/31/2023 | JPM | 601,625 | $102,336 | 12/31/2023 | Consulta Ltd | 600,000 | $102,060 | 12/31/2023 | JPM | 600,000 | $102,060 | 12/31/2023 | AGF Management Ltd. | 599,413 | $101,960 | 12/31/2023 | JPM | 599,413 | $101,960 | 12/31/2023 | Czech National Bank | 508,676 | $101,888 | 03/31/2024 | JPM | 508,676 | $101,888 | 03/31/2024 | Barr E S & Co. | 597,053 | $101,559 | 12/31/2023 | JPM | 597,053 | $101,559 | 12/31/2023 | Texas Permanent School Fund | 596,903 | $101,533 | 12/31/2023 | JPM | 596,903 | $101,533 | 12/31/2023 | Mawer Investment Management Ltd. | 590,838 | $100,502 | 12/31/2023 | JPM | 590,838 | $100,502 | 12/31/2023 | Williams Jones Wealth Management LLC. | 585,096 | $99,525 | 12/31/2023 | JPM | 585,096 | $99,525 | 12/31/2023 | Zurich Insurance Group Ltd FI | 577,715 | $98,269 | 12/31/2023 | JPM | 577,715 | $98,269 | 12/31/2023 | Investment Management Corp of Ontario | 572,026 | $97,302 | 12/31/2023 | JPM | 572,026 | $97,302 | 12/31/2023 | Nissay Asset Management Corp Japan ADV | 560,034 | $95,262 | 12/31/2023 | JPM | 560,034 | $95,262 | 12/31/2023 | Colony Group LLC | 556,793 | $94,710 | 12/31/2023 | JPM | 556,793 | $94,710 | 12/31/2023 | Connectus Wealth LLC | 556,633 | $94,704 | 12/31/2023 | JPM | 556,633 | $94,704 | 12/31/2023 | Capitolis Liquid Global Markets LLC | 550,000 | $93,555 | 12/31/2023 | JPM | 550,000 | $93,555 | 12/31/2023 | Man Group plc | | $93,087 | 12/31/2023 | JPM | 547,151 | $93,070 | 12/31/2023 | Call | 61,300 | $10,427 | 12/31/2023 | Put | 61,200 | $10,410 | 12/31/2023 | Teachers Retirement System of The State of Kentucky | 544,270 | $92,580 | 12/31/2023 | JPM | 544,270 | $92,580 | 12/31/2023 | Wilkinson Global Asset Management LLC | 534,324 | $90,889 | 12/31/2023 | JPM | 534,324 | $90,889 | 12/31/2023 | InterOcean Capital Group LLC | 525,125 | $89,324 | 12/31/2023 | JPM | 525,125 | $89,324 | 12/31/2023 | Park National Corp OH | 445,822 | $89,298 | 03/31/2024 | JPM | 445,822 | $89,298 | 03/31/2024 | Vontobel Holding Ltd. | 519,303 | $88,333 | 12/31/2023 | JPM | 519,303 | $88,333 | 12/31/2023 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515,755 | $87,730 | 12/31/2023 | JPM | 515,755 | $87,730 | 12/31/2023 | UMB Bank N A MO | 507,313 | $86,294 | 12/31/2023 | JPM | 507,313 | $86,294 | 12/31/2023 | Utah Retirement Systems | 500,869 | $85,198 | 12/31/2023 | JPM | 500,869 | $85,198 | 12/31/2023 | Brandes Investment Partners LP | 500,332 | $85,106 | 12/31/2023 | JPM | 500,332 | $85,106 | 12/31/2023 | TIAA Trust National Association | 498,314 | $84,763 | 12/31/2023 | JPM | 498,314 | $84,763 | 12/31/2023 | Border to Coast Pensions Partnership Ltd | 423,492 | $84,762 | 03/31/2024 | JPM | 423,492 | $84,762 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 498,235 | $84,750 | 12/31/2023 | JPM | 498,235 | $84,750 | 12/31/2023 | Capital International Inc. | 496,478 | $84,451 | 12/31/2023 | JPM | 496,478 | $84,451 | 12/31/2023 | Staley Capital Advisers Inc. | 493,543 | $83,952 | 12/31/2023 | JPM | 493,543 | $83,952 | 12/31/2023 | Grantham Mayo Van Otterloo & Co. LLC | 492,136 | $83,712 | 12/31/2023 | JPM | 492,136 | $83,712 | 12/31/2023 | Candriam Luxembourg S.C.A. | 490,863 | $83,500 | 12/31/2023 | JPM | 490,863 | $83,500 | 12/31/2023 | TCW Group Inc. | 490,714 | $83,480 | 12/31/2023 | JPM | 490,714 | $83,480 | 12/31/2023 | United Capital Financial Advisers LLC | 485,325 | $82,554 | 12/31/2023 | JPM | 485,325 | $82,554 | 12/31/2023 | Kestra Advisory Services LLC | 483,813 | $82,297 | 12/31/2023 | JPM | 483,813 | $82,297 | 12/31/2023 | Cresset Asset Management LLC | | $82,177 | 12/31/2023 | JPM | 483,211 | $82,194 | 12/31/2023 | Put | 100 | $17 | 12/31/2023 | Commerzbank Aktiengesellschaft FI | 482,723 | $82,111 | 12/31/2023 | JPM | 482,723 | $82,111 | 12/31/2023 | Pinnacle Associates Ltd. | 478,369 | $81,371 | 12/31/2023 | JPM | 478,369 | $81,371 | 12/31/2023 | Sculptor Capital LP | 477,300 | $81,189 | 12/31/2023 | JPM | 477,300 | $81,189 | 12/31/2023 | Financial Counselors Inc. | 474,807 | $80,765 | 12/31/2023 | JPM | 474,807 | $80,765 | 12/31/2023 | Steward Partners Investment Advisory LLC | 473,254 | $80,501 | 12/31/2023 | JPM | 473,254 | $80,501 | 12/31/2023 | Groupama Asset Managment | 469,646 | $79,912 | 12/31/2023 | JPM | 469,646 | $79,912 | 12/31/2023 | Basswood Capital Management L.L.C. | 469,496 | $79,861 | 12/31/2023 | JPM | 469,496 | $79,861 | 12/31/2023 | CIBC Asset Management Inc | 467,313 | $79,490 | 12/31/2023 | JPM | 467,313 | $79,490 | 12/31/2023 | Degroof Petercam Asset Management | 457,383 | $77,801 | 12/31/2023 | JPM | 457,383 | $77,801 | 12/31/2023 | Berkshire Asset Management LLC PA | 455,227 | $77,434 | 12/31/2023 | JPM | 455,227 | $77,434 | 12/31/2023 | E. Ohman J or Asset Management AB | 452,223 | $76,923 | 12/31/2023 | JPM | 452,223 | $76,923 | 12/31/2023 | Beacon Pointe Advisors LLC | 451,190 | $76,748 | 12/31/2023 | JPM | 451,190 | $76,748 | 12/31/2023 | USS Investment Management Ltd | 447,300 | $76,153 | 12/31/2023 | JPM | 447,300 | $76,153 | 12/31/2023 | Jefferies Financial Group Inc. | | $75,718 | 12/31/2023 | Call | 962,100 | $163,653 | 12/31/2023 | Put | 671,800 | $114,273 | 12/31/2023 | JPM | 154,836 | $26,338 | 12/31/2023 | OFI Invest Asset Management | 444,652 | $75,635 | 12/31/2023 | JPM | 444,652 | $75,635 | 12/31/2023 | Sapient Capital LLC | 373,132 | $74,738 | 03/31/2024 | JPM | 373,132 | $74,738 | 03/31/2024 | Gabelli Funds LLC | 439,147 | $74,699 | 12/31/2023 | JPM | 439,147 | $74,699 | 12/31/2023 | GWM Advisors LLC | 439,385 | $74,555 | 12/31/2023 | JPM | 439,385 | $74,555 | 12/31/2023 | Yousif Capital Management LLC | 435,106 | $74,012 | 12/31/2023 | JPM | 435,106 | $74,012 | 12/31/2023 | Glenview Trust Co | 433,503 | $73,739 | 12/31/2023 | JPM | 433,503 | $73,739 | 12/31/2023 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 432,114 | $73,503 | 12/31/2023 | JPM | 432,114 | $73,503 | 12/31/2023 | Tower Research Capital LLC TRC | 430,833 | $73,285 | 12/31/2023 | JPM | 430,833 | $73,285 | 12/31/2023 | Adviser Investments LLC | 425,779 | $72,425 | 12/31/2023 | JPM | 425,779 | $72,425 | 12/31/2023 | Raymond James Trust N.A. | 361,363 | $72,381 | 03/31/2024 | JPM | 361,363 | $72,381 | 03/31/2024 | Beck Mack & Oliver LLC | | $71,921 | 12/31/2023 | JPM | 418,143 | $71,126 | 12/31/2023 | JPM.PRC | 31,412 | $795 | 12/31/2023 | Xponance Inc. | 421,076 | $71,625 | 12/31/2023 | JPM | 421,076 | $71,625 | 12/31/2023 | Principle Wealth Partners LLC | 354,208 | $70,948 | 03/31/2024 | JPM | 354,208 | $70,948 | 03/31/2024 | Abrams Bison Investments LLC | 414,000 | $70,421 | 12/31/2023 | JPM | 414,000 | $70,421 | 12/31/2023 | QRG Capital Management Inc. | 412,672 | $70,196 | 12/31/2023 | JPM | 412,672 | $70,196 | 12/31/2023 | Pathstone Holdings LLC | 410,466 | $70,077 | 12/31/2023 | JPM | 410,466 | $70,077 | 12/31/2023 | New York Life Investment Management LLC | 410,089 | $69,756 | 12/31/2023 | JPM | 410,089 | $69,756 | 12/31/2023 | Locust Wood Capital Advisers LLC | 408,974 | $69,567 | 12/31/2023 | JPM | 408,974 | $69,567 | 12/31/2023 | Cullen Frost Bankers Inc. | 406,820 | $69,200 | 12/31/2023 | JPM | 406,820 | $69,200 | 12/31/2023 | Donaldson Capital Management LLC | 343,502 | $68,803 | 03/31/2024 | JPM | 343,502 | $68,803 | 03/31/2024 | Mutual of America Capital Management LLC | 404,122 | $68,741 | 12/31/2023 | JPM | 404,122 | $68,741 | 12/31/2023 | Impax Asset Management Group plc | 403,894 | $68,702 | 12/31/2023 | JPM | 403,894 | $68,702 | 12/31/2023 | Stock Yards Bank & Trust Co. | 403,016 | $68,553 | 12/31/2023 | JPM | 403,016 | $68,553 | 12/31/2023 | Guidance Point Advisors LLC | 400,991 | $68,210 | 12/31/2023 | JPM | 400,991 | $68,210 | 12/31/2023 | Becker Capital Management Inc. | 400,971 | $68,205 | 12/31/2023 | JPM | 400,971 | $68,205 | 12/31/2023 | Daymark Wealth Partners LLC | 340,006 | $68,103 | 03/31/2024 | JPM | 340,006 | $68,103 | 03/31/2024 | Advisors Capital Management LLC | 400,341 | $68,098 | 12/31/2023 | JPM | 400,341 | $68,098 | 12/31/2023 | RNC Capital Management LLC | 399,364 | $67,932 | 12/31/2023 | JPM | 399,364 | $67,932 | 12/31/2023 | Select Equity Group L.P. | | $67,819 | 12/31/2023 | Call | 398,700 | $67,819 | 12/31/2023 | Associated Banc Corp | 398,398 | $67,767 | 12/31/2023 | JPM | 398,398 | $67,767 | 12/31/2023 | D.A. Davidson & CO. | 395,604 | $67,292 | 12/31/2023 | JPM | 395,604 | $67,292 | 12/31/2023 | SG Americas Securities LLC | | $66,154 | 12/31/2023 | Call | 849,800 | $36,269 | 12/31/2023 | JPM | 188,695 | $32,097 | 12/31/2023 | Put | 2,413,000 | $2,212 | 12/31/2023 | TCTC Holdings LLC | 388,047 | $66,007 | 12/31/2023 | JPM | 388,047 | $66,007 | 12/31/2023 | Prio Wealth Limited Partnership | 386,427 | $65,731 | 12/31/2023 | JPM | 386,427 | $65,731 | 12/31/2023 | Smith Chas P & Associates PA Cpas | 386,259 | $65,703 | 12/31/2023 | JPM | 386,259 | $65,703 | 12/31/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 386,259 | $65,703 | 12/31/2023 | JPM | 386,259 | $65,703 | 12/31/2023 | CWM LLC | 327,311 | $65,560 | 03/31/2024 | JPM | 327,311 | $65,560 | 03/31/2024 | State of Alaska Department of Revenue | 325,612 | $65,219 | 03/31/2024 | JPM | 325,612 | $65,219 | 03/31/2024 | Hardy Reed LLC | 382,718 | $65,100 | 12/31/2023 | JPM | 382,718 | $65,100 | 12/31/2023 | Nicholas Company Inc. | 382,295 | $65,028 | 12/31/2023 | JPM | 382,295 | $65,028 | 12/31/2023 | Waters Parkerson & CO. LLC | 381,189 | $64,840 | 12/31/2023 | JPM | 381,189 | $64,840 | 12/31/2023 | Wesbanco Bank Inc. | 323,479 | $64,793 | 03/31/2024 | JPM | 323,479 | $64,793 | 03/31/2024 | JTC Employer Solutions Trusteee Ltd | 323,631 | $64,568 | 03/31/2024 | JPM | 323,631 | $64,568 | 03/31/2024 | Global Frontier Investments LLC | 379,000 | $64,468 | 12/31/2023 | JPM | 379,000 | $64,468 | 12/31/2023 | Quintet Private Bank Europe S.A. | 375,119 | $63,808 | 12/31/2023 | JPM | 375,119 | $63,808 | 12/31/2023 | Vaughan David Investments LLC IL | 374,019 | $63,621 | 12/31/2023 | JPM | 374,019 | $63,621 | 12/31/2023 | Cetera Advisor Networks LLC | 373,594 | $63,548 | 12/31/2023 | JPM | 373,594 | $63,548 | 12/31/2023 | O Shaughnessy Asset Management LLC | 373,443 | $63,523 | 12/31/2023 | JPM | 373,443 | $63,523 | 12/31/2023 | Meitav Dash Investments Ltd. | 373,118 | $63,430 | 12/31/2023 | JPM | 373,118 | $63,430 | 12/31/2023 | Welch Group LLC | 315,037 | $63,102 | 03/31/2024 | JPM | 315,037 | $63,102 | 03/31/2024 | Jane Street Group LLC | 370,214 | $62,973 | 12/31/2023 | JPM | 370,214 | $62,973 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 312,932 | $62,680 | 03/31/2024 | JPM | 312,932 | $62,680 | 03/31/2024 | Seizert Capital Partners LLC | 364,466 | $61,996 | 12/31/2023 | JPM | 364,466 | $61,996 | 12/31/2023 | RMB Capital Management LLC | 363,177 | $61,776 | 12/31/2023 | JPM | 363,177 | $61,776 | 12/31/2023 | BI Asset Management Fondsmaeglerselskab A S | 361,576 | $61,504 | 12/31/2023 | JPM | 361,576 | $61,504 | 12/31/2023 | Miller Howard Investments Inc. NY | 305,332 | $61,158 | 03/31/2024 | JPM | 305,332 | $61,158 | 03/31/2024 | Adams Diversified Equity Fund Inc. | 304,363 | $60,964 | 03/31/2024 | JPM | 304,363 | $60,964 | 03/31/2024 | Carnegie Capital Asset Management LLC | 355,586 | $60,485 | 12/31/2023 | JPM | 355,586 | $60,485 | 12/31/2023 | Oppenheimer & Co. Inc. | 353,805 | $60,182 | 12/31/2023 | JPM | 353,805 | $60,182 | 12/31/2023 | Fort Washington Investment Advisors Inc. OH | 299,740 | $60,038 | 03/31/2024 | JPM | 299,740 | $60,038 | 03/31/2024 | Davis R M Inc. | 351,355 | $59,766 | 12/31/2023 | JPM | 351,355 | $59,766 | 12/31/2023 | Daiwa Securities Group Inc. | 347,197 | $59,059 | 12/31/2023 | JPM | 347,197 | $59,059 | 12/31/2023 | Private Advisor Group LLC | 343,791 | $58,479 | 12/31/2023 | JPM | 343,791 | $58,479 | 12/31/2023 | Edgar Lomax Co. VA | 343,788 | $58,478 | 12/31/2023 | JPM | 343,788 | $58,478 | 12/31/2023 | United Services Automobile Association | 339,270 | $57,710 | 12/31/2023 | JPM | 339,270 | $57,710 | 12/31/2023 | Wolverine Trading LLC | | $57,685 | 12/31/2023 | Call | 829,400 | $141,081 | 12/31/2023 | Put | 781,700 | $132,967 | 12/31/2023 | JPM | 291,420 | $49,571 | 12/31/2023 | Putnam FL Investment Management Co. | 338,657 | $57,606 | 12/31/2023 | JPM | 338,657 | $57,606 | 12/31/2023 | Ilmarinen Mutual Pension Insurance Co | 335,369 | $57,046 | 12/31/2023 | JPM | 335,369 | $57,046 | 12/31/2023 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 334,533 | $56,904 | 12/31/2023 | JPM | 334,533 | $56,904 | 12/31/2023 | Meyer Handelman Co. | 283,626 | $56,810 | 03/31/2024 | JPM | 283,626 | $56,810 | 03/31/2024 | B. Metzler seel. Sohn & Co. AG | 332,974 | $56,638 | 12/31/2023 | JPM | 332,974 | $56,638 | 12/31/2023 | Laurion Capital Management LP | | $56,626 | 12/31/2023 | Call | 593,100 | $100,886 | 12/31/2023 | Put | 260,200 | $44,260 | 12/31/2023 | Aristotle Atlantic Partners LLC | 330,223 | $56,171 | 12/31/2023 | JPM | 330,223 | $56,171 | 12/31/2023 | MAI Capital Management | 328,998 | $55,963 | 12/31/2023 | JPM | 328,998 | $55,963 | 12/31/2023 | Dodge & Cox | 325,535 | $55,374 | 12/31/2023 | JPM | 325,535 | $55,374 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 324,830 | $55,254 | 12/31/2023 | JPM | 324,830 | $55,254 | 12/31/2023 | Ceredex Value Advisors LLC | 322,966 | $54,937 | 12/31/2023 | JPM | 322,966 | $54,937 | 12/31/2023 | Cetera Investment Advisers | 322,903 | $54,926 | 12/31/2023 | JPM | 322,903 | $54,926 | 12/31/2023 | Cambiar Investors LLC | 322,292 | $54,822 | 12/31/2023 | JPM | 322,292 | $54,822 | 12/31/2023 | Cornerstone Investment Partners LLC | 320,548 | $54,525 | 12/31/2023 | JPM | 320,548 | $54,525 | 12/31/2023 | Guggenheim Capital LLC | 317,402 | $53,990 | 12/31/2023 | JPM | 317,402 | $53,990 | 12/31/2023 | Lazard Asset Management LLC | 312,498 | $53,154 | 12/31/2023 | JPM | 312,498 | $53,154 | 12/31/2023 | Wealthfront Advisers LLC | 264,806 | $53,040 | 03/31/2024 | JPM | 264,806 | $53,040 | 03/31/2024 | Deprince Race & Zollo Inc. | 311,068 | $52,913 | 12/31/2023 | JPM | 311,068 | $52,913 | 12/31/2023 | Cambridge Trust Co. | 310,562 | $52,827 | 12/31/2023 | JPM | 310,562 | $52,827 | 12/31/2023 | Private Management Group Inc. | 308,668 | $52,504 | 12/31/2023 | JPM | 308,668 | $52,504 | 12/31/2023 | Nexus Investment Management ULC | 260,887 | $52,256 | 03/31/2024 | JPM | 260,887 | $52,256 | 03/31/2024 | Synovus Financial Corp | 306,610 | $52,163 | 12/31/2023 | JPM | 306,610 | $52,163 | 12/31/2023 | Country Trust Bank | 258,880 | $51,854 | 03/31/2024 | JPM | 258,880 | $51,854 | 03/31/2024 | Waverton Investment Management Ltd | 304,377 | $51,822 | 12/31/2023 | JPM | 304,377 | $51,822 | 12/31/2023 | Susquehanna Portfolio Strategies LLC | 304,609 | $51,814 | 12/31/2023 | JPM | 304,609 | $51,814 | 12/31/2023 | Intech Investment Management LLC | 304,465 | $51,789 | 12/31/2023 | JPM | 304,465 | $51,789 | 12/31/2023 | Natixis | 302,047 | $51,378 | 12/31/2023 | JPM | 302,047 | $51,378 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 301,921 | $51,357 | 12/31/2023 | JPM | 301,921 | $51,357 | 12/31/2023 | Ancora Advisors LLC | 300,347 | $51,089 | 12/31/2023 | JPM | 300,347 | $51,089 | 12/31/2023 | JPB Foundation | 299,855 | $51,005 | 12/31/2023 | JPM | 299,855 | $51,005 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $50,775 | 12/31/2023 | Call | 1,030,100 | $175,220 | 12/31/2023 | Put | 731,600 | $124,445 | 12/31/2023 | Argent Trust Co | 294,003 | $50,010 | 12/31/2023 | JPM | 294,003 | $50,010 | 12/31/2023 | Fiduciary Trust Co. | 293,301 | $49,890 | 12/31/2023 | JPM | 293,301 | $49,890 | 12/31/2023 | Roffman Miller Associates Inc. PA | 292,523 | $49,758 | 12/31/2023 | JPM | 292,523 | $49,758 | 12/31/2023 | North Star Investment Management Corp. | 291,845 | $49,643 | 12/31/2023 | JPM | 291,845 | $49,643 | 12/31/2023 | GTS Securities LLC | | $49,595 | 12/31/2023 | Call | 595,200 | $101,244 | 12/31/2023 | Put | 356,200 | $60,590 | 12/31/2023 | JPM | 52,566 | $8,941 | 12/31/2023 | Gulf International Bank UK Ltd | 246,585 | $49,390 | 03/31/2024 | JPM | 246,585 | $49,390 | 03/31/2024 | Tocqueville Asset Management L.P. | 289,596 | $49,260 | 12/31/2023 | JPM | 289,596 | $49,260 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 289,386 | $49,225 | 12/31/2023 | JPM | 289,386 | $49,225 | 12/31/2023 | Ninety One UK Ltd | 288,486 | $49,071 | 12/31/2023 | JPM | 288,486 | $49,071 | 12/31/2023 | Barrow Hanley Mewhinney & Strauss LLC | 287,539 | $48,910 | 12/31/2023 | JPM | 287,539 | $48,910 | 12/31/2023 | Sequoia Financial Advisors LLC | 281,021 | $47,802 | 12/31/2023 | JPM | 281,021 | $47,802 | 12/31/2023 | Busey Wealth Management | 236,162 | $47,303 | 03/31/2024 | JPM | 236,162 | $47,303 | 03/31/2024 | Atria Investments LLC | 276,782 | $47,077 | 12/31/2023 | JPM | 276,782 | $47,077 | 12/31/2023 | Azora Capital LP | 275,007 | $46,779 | 12/31/2023 | JPM | 275,007 | $46,779 | 12/31/2023 | Salem Investment Counselors Inc. | 231,388 | $46,347 | 03/31/2024 | JPM | 231,388 | $46,347 | 03/31/2024 | Banco Bilbao Vizcaya Argentaria S.A. | 271,697 | $46,215 | 12/31/2023 | JPM | 271,697 | $46,215 | 12/31/2023 | Beacon Investment Advisory Services Inc. | 270,248 | $45,969 | 12/31/2023 | JPM | 270,248 | $45,969 | 12/31/2023 | Banco Santander S.A. | 269,450 | $45,833 | 12/31/2023 | JPM | 269,450 | $45,833 | 12/31/2023 | Patient Capital Management LLC | 268,411 | $45,657 | 12/31/2023 | JPM | 268,411 | $45,657 | 12/31/2023 | Sabal Trust CO | 267,195 | $45,450 | 12/31/2023 | JPM | 267,195 | $45,450 | 12/31/2023 | Foundry Partners LLC | 267,117 | $45,437 | 12/31/2023 | JPM | 267,117 | $45,437 | 12/31/2023 | Johnson Investment Counsel Inc. | 266,386 | $45,312 | 12/31/2023 | JPM | 266,386 | $45,312 | 12/31/2023 | Maryland State Retirement & Pension System | 225,861 | $45,240 | 03/31/2024 | JPM | 225,861 | $45,240 | 03/31/2024 | Boston Private Wealth LLC | 265,847 | $45,221 | 12/31/2023 | JPM | 265,847 | $45,221 | 12/31/2023 | NorthCrest Asset Manangement LLC | 225,359 | $45,139 | 03/31/2024 | JPM | 225,359 | $45,139 | 03/31/2024 | NewEdge Wealth LLC | 265,191 | $45,109 | 12/31/2023 | JPM | 265,191 | $45,109 | 12/31/2023 | Destination Wealth Management | | $45,103 | 12/31/2023 | JPM | 265,132 | $45,099 | 12/31/2023 | Call | 100 | $4 | 12/31/2023 | Stratos Wealth Partners LTD. | 222,897 | $44,646 | 03/31/2024 | JPM | 222,897 | $44,646 | 03/31/2024 | Searle & CO. | 261,980 | $44,563 | 12/31/2023 | JPM | 261,980 | $44,563 | 12/31/2023 | Polaris Capital Management LLC | 222,251 | $44,517 | 03/31/2024 | JPM | 222,251 | $44,517 | 03/31/2024 | BOKF NA | 261,393 | $44,463 | 12/31/2023 | JPM | 261,393 | $44,463 | 12/31/2023 | Polar Capital Holdings Plc | 259,875 | $44,205 | 12/31/2023 | JPM | 259,875 | $44,205 | 12/31/2023 | Stephens Inc. AR | 259,094 | $44,072 | 12/31/2023 | JPM | 259,094 | $44,072 | 12/31/2023 | Gamco Investors INC. ET AL | 256,558 | $43,641 | 12/31/2023 | JPM | 256,558 | $43,641 | 12/31/2023 | Modera Wealth Management LLC | 256,196 | $43,579 | 12/31/2023 | JPM | 256,196 | $43,579 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 255,556 | $43,471 | 12/31/2023 | JPM | 255,556 | $43,471 | 12/31/2023 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 216,649 | $43,395 | 03/31/2024 | JPM | 216,649 | $43,395 | 03/31/2024 | Taurus Asset Management LLC | 253,789 | $43,170 | 12/31/2023 | JPM | 253,789 | $43,170 | 12/31/2023 | Elo Mutual Pension Insurance Co | 253,720 | $43,158 | 12/31/2023 | JPM | 253,720 | $43,158 | 12/31/2023 | Argent Capital Management LLC | 253,524 | $43,124 | 12/31/2023 | JPM | 253,524 | $43,124 | 12/31/2023 | Markel Corp | 252,550 | $42,959 | 12/31/2023 | JPM | 252,550 | $42,959 | 12/31/2023 | ZWJ Investment Counsel Inc. | 252,466 | $42,944 | 12/31/2023 | JPM | 252,466 | $42,944 | 12/31/2023 | Aquatic Capital Management LLC | 251,800 | $42,831 | 12/31/2023 | JPM | 251,800 | $42,831 | 12/31/2023 | Howard Capital Management Group LLC | 213,593 | $42,783 | 03/31/2024 | JPM | 213,593 | $42,783 | 03/31/2024 | HM Payson & Co. | 251,501 | $42,780 | 12/31/2023 | JPM | 251,501 | $42,780 | 12/31/2023 | Payden & Rygel | 251,350 | $42,755 | 12/31/2023 | JPM | 251,350 | $42,755 | 12/31/2023 | Capital Investment Advisors LLC | 213,266 | $42,717 | 03/31/2024 | JPM | 213,266 | $42,717 | 03/31/2024 | Mcdonald Capital Investors Inc. CA | 250,392 | $42,592 | 12/31/2023 | JPM | 250,392 | $42,592 | 12/31/2023 | Cetera Advisors LLC | 249,572 | $42,452 | 12/31/2023 | JPM | 249,572 | $42,452 | 12/31/2023 | Crossmark Global Holdings Inc. | | $42,298 | 12/31/2023 | JPM | 207,939 | $35,370 | 12/31/2023 | JPM.PRC | 273,716 | $6,928 | 12/31/2023 | Clifford Swan Investment Counsel LLC | 210,579 | $42,179 | 03/31/2024 | JPM | 210,579 | $42,179 | 03/31/2024 | Todd Asset Management LLC | 247,693 | $42,133 | 12/31/2023 | JPM | 247,693 | $42,133 | 12/31/2023 | Crestwood Advisors Group LLC | 246,401 | $41,913 | 12/31/2023 | JPM | 246,401 | $41,913 | 12/31/2023 | Pacer Advisors Inc. | 245,786 | $41,808 | 12/31/2023 | JPM | 245,786 | $41,808 | 12/31/2023 | WASHINGTON TRUST Co | 208,082 | $41,679 | 03/31/2024 | JPM | 208,082 | $41,679 | 03/31/2024 | Hosking Partners LLP | 244,537 | $41,596 | 12/31/2023 | JPM | 244,537 | $41,596 | 12/31/2023 | Bridges Investment Management Inc. | 243,728 | $41,458 | 12/31/2023 | JPM | 243,728 | $41,458 | 12/31/2023 | First Manhattan Co. | 243,352 | $41,397 | 12/31/2023 | JPM | 243,352 | $41,397 | 12/31/2023 | PGGM Investments | 243,034 | $41,340 | 12/31/2023 | JPM | 243,034 | $41,340 | 12/31/2023 | Fort Pitt Capital Group LLC | 206,183 | $41,298 | 03/31/2024 | JPM | 206,183 | $41,298 | 03/31/2024 | Ieq Capital LLC | 242,630 | $41,271 | 12/31/2023 | JPM | 242,630 | $41,271 | 12/31/2023 | Achmea Investment Management B.V. | 242,540 | $41,256 | 12/31/2023 | JPM | 242,540 | $41,256 | 12/31/2023 | Hancock Whitney Corp | 242,217 | $41,201 | 12/31/2023 | JPM | 242,217 | $41,201 | 12/31/2023 | Venture Visionary Partners LLC | 241,792 | $41,129 | 12/31/2023 | JPM | 241,792 | $41,129 | 12/31/2023 | Kestra Private Wealth Services LLC | 241,474 | $41,075 | 12/31/2023 | JPM | 241,474 | $41,075 | 12/31/2023 | Gradient Investments LLC | 203,998 | $40,861 | 03/31/2024 | JPM | 203,998 | $40,861 | 03/31/2024 | Chesley Taft & Associates LLC | 203,917 | $40,845 | 03/31/2024 | JPM | 203,917 | $40,845 | 03/31/2024 | Ingalls & Snyder LLC | 239,261 | $40,698 | 12/31/2023 | JPM | 239,261 | $40,698 | 12/31/2023 | Thomasville National Bank | 203,181 | $40,697 | 03/31/2024 | JPM | 203,181 | $40,697 | 03/31/2024 | First Horizon Advisors Inc. | 238,782 | $40,617 | 12/31/2023 | JPM | 238,782 | $40,617 | 12/31/2023 | ST Germain D J Co. Inc. | 201,916 | $40,444 | 03/31/2024 | JPM | 201,916 | $40,444 | 03/31/2024 | Private Wealth Partners LLC | 237,682 | $40,430 | 12/31/2023 | JPM | 237,682 | $40,430 | 12/31/2023 | Stewart & Patten Co. LLC | 201,529 | $40,366 | 03/31/2024 | JPM | 201,529 | $40,366 | 03/31/2024 | Sanibel Captiva Trust Company Inc. | 236,558 | $40,239 | 12/31/2023 | JPM | 236,558 | $40,239 | 12/31/2023 | Prudential PLC | 236,451 | $40,220 | 12/31/2023 | JPM | 236,451 | $40,220 | 12/31/2023 | Capital International Sarl | 236,374 | $40,207 | 12/31/2023 | JPM | 236,374 | $40,207 | 12/31/2023 | Oakworth Capital Inc. | 200,373 | $40,135 | 03/31/2024 | JPM | 200,373 | $40,135 | 03/31/2024 | JustInvest LLC | 234,299 | $39,854 | 12/31/2023 | JPM | 234,299 | $39,854 | 12/31/2023 | Lido Advisors LLC | | $39,850 | 12/31/2023 | JPM | 238,669 | $40,598 | 12/31/2023 | Put | 4,400 | $748 | 12/31/2023 | Villere ST Denis J & Co. LLC | 233,892 | $39,785 | 12/31/2023 | JPM | 233,892 | $39,785 | 12/31/2023 | Heritage Investors Management Corp | 233,434 | $39,707 | 12/31/2023 | JPM | 233,434 | $39,707 | 12/31/2023 | Rockland Trust Co. | 197,280 | $39,515 | 03/31/2024 | JPM | 197,280 | $39,515 | 03/31/2024 | Conning Inc. | 232,390 | $39,457 | 12/31/2023 | JPM | 232,390 | $39,457 | 12/31/2023 | Kentucky Retirement Systems | 231,312 | $39,346 | 12/31/2023 | JPM | 231,312 | $39,346 | 12/31/2023 | La Banque Postale Asset Management SA | 228,959 | $38,946 | 12/31/2023 | JPM | 228,959 | $38,946 | 12/31/2023 | Bridgeway Capital Management Inc. | 228,714 | $38,904 | 12/31/2023 | JPM | 228,714 | $38,904 | 12/31/2023 | Orion Portfolio Solutions LLC | 224,517 | $38,621 | 12/31/2023 | JPM | 224,517 | $38,621 | 12/31/2023 | Moody Lynn & Lieberson LLC | 192,019 | $38,461 | 03/31/2024 | JPM | 192,019 | $38,461 | 03/31/2024 | Oregon Public Employees Retirement Fund | 225,971 | $38,438 | 12/31/2023 | JPM | 225,971 | $38,438 | 12/31/2023 | Baker Avenue Asset Management LP | 225,300 | $38,324 | 12/31/2023 | JPM | 225,300 | $38,324 | 12/31/2023 | First National Trust Co | 224,645 | $38,212 | 12/31/2023 | JPM | 224,645 | $38,212 | 12/31/2023 | Mill Capital Management LLC | 223,162 | $37,960 | 12/31/2023 | JPM | 223,162 | $37,960 | 12/31/2023 | Smith Salley & Associates | 222,242 | $37,803 | 12/31/2023 | JPM | 222,242 | $37,803 | 12/31/2023 | Hartford Investment Management Co. | 186,820 | $37,420 | 03/31/2024 | JPM | 186,820 | $37,420 | 03/31/2024 | Klingenstein Fields & Co. LP | 218,990 | $37,250 | 12/31/2023 | JPM | 218,990 | $37,250 | 12/31/2023 | Wade G W & Inc. | 218,234 | $37,122 | 12/31/2023 | JPM | 218,234 | $37,122 | 12/31/2023 | National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $37,035 | 03/31/2024 | JPM | 184,900 | $37,035 | 03/31/2024 | Matrix Asset Advisors Inc. NY | 184,245 | $36,904 | 03/31/2024 | JPM | 184,245 | $36,904 | 03/31/2024 | Cardinal Capital Management Inc. | 183,601 | $36,775 | 03/31/2024 | JPM | 183,601 | $36,775 | 03/31/2024 | Samlyn Capital LLC | 215,821 | $36,711 | 12/31/2023 | JPM | 215,821 | $36,711 | 12/31/2023 | Point72 Asset Management L.P. | | $36,594 | 12/31/2023 | Call | 315,300 | $53,633 | 12/31/2023 | Put | 177,800 | $30,244 | 12/31/2023 | JPM | 77,630 | $13,205 | 12/31/2023 | Alpha Cubed Investments LLC | 182,458 | $36,546 | 03/31/2024 | JPM | 182,458 | $36,546 | 03/31/2024 | Spears Abacus Advisors LLC | 213,962 | $36,395 | 12/31/2023 | JPM | 213,962 | $36,395 | 12/31/2023 | Nippon Life Global Investors Americas Inc. | 213,850 | $36,376 | 12/31/2023 | JPM | 213,850 | $36,376 | 12/31/2023 | HighPoint Advisor Group LLC | 186,490 | $36,332 | 12/31/2023 | JPM | 186,490 | $36,332 | 12/31/2023 | Dakota Wealth Management | 181,306 | $36,316 | 03/31/2024 | JPM | 181,306 | $36,316 | 03/31/2024 | Wilsey Asset Management Inc. | 179,847 | $36,023 | 03/31/2024 | JPM | 179,847 | $36,023 | 03/31/2024 | Madison Asset Management LLC | 211,638 | $36,000 | 12/31/2023 | JPM | 211,638 | $36,000 | 12/31/2023 | Illinois Municipal Retirement Fund | 208,208 | $35,416 | 12/31/2023 | JPM | 208,208 | $35,416 | 12/31/2023 | ArrowMark Colorado Holdings LLC | 206,271 | $35,087 | 12/31/2023 | JPM | 206,271 | $35,087 | 12/31/2023 | Valeo Financial Advisors LLC | 175,119 | $35,076 | 03/31/2024 | JPM | 175,119 | $35,076 | 03/31/2024 | Manitou Investment Management Ltd. | 206,133 | $35,063 | 12/31/2023 | JPM | 206,133 | $35,063 | 12/31/2023 | First National Bank of Omaha | 206,103 | $35,058 | 12/31/2023 | JPM | 206,103 | $35,058 | 12/31/2023 | Northeast Investment Management | 206,105 | $35,058 | 12/31/2023 | JPM | 206,105 | $35,058 | 12/31/2023 | CENTRAL TRUST Co | 174,592 | $34,971 | 03/31/2024 | JPM | 174,592 | $34,971 | 03/31/2024 | Eastern Bank | 204,077 | $34,714 | 12/31/2023 | JPM | 204,077 | $34,714 | 12/31/2023 | Fishman Jay A Ltd. MI | 172,261 | $34,504 | 03/31/2024 | JPM | 172,261 | $34,504 | 03/31/2024 | Central Securities Corp | 200,000 | $34,020 | 12/31/2023 | JPM | 200,000 | $34,020 | 12/31/2023 | No Street GP LP | 200,000 | $34,020 | 12/31/2023 | JPM | 200,000 | $34,020 | 12/31/2023 | Wharton Business Group LLC | 199,128 | $33,872 | 12/31/2023 | JPM | 199,128 | $33,872 | 12/31/2023 | Estabrook Capital Management | | $33,841 | 12/31/2023 | JPM | 198,158 | $33,707 | 12/31/2023 | JPM.PRC | 5,300 | $134 | 12/31/2023 | Oversea Chinese Banking CORP Ltd | 198,624 | $33,810 | 12/31/2023 | JPM | 198,624 | $33,810 | 12/31/2023 | Louisiana State Employees Retirement System | 168,300 | $33,710 | 03/31/2024 | JPM | 168,300 | $33,710 | 03/31/2024 | Anchor Capital Advisors LLC | 198,164 | $33,708 | 12/31/2023 | JPM | 198,164 | $33,708 | 12/31/2023 | First Citizens Bank & Trust Co. | 167,359 | $33,522 | 03/31/2024 | JPM | 167,359 | $33,522 | 03/31/2024 | Braun Stacey Associates Inc. | 197,020 | $33,513 | 12/31/2023 | JPM | 197,020 | $33,513 | 12/31/2023 | Highland Capital Management LLC | 195,484 | $33,252 | 12/31/2023 | JPM | 195,484 | $33,252 | 12/31/2023 | Phoenix Holdings Ltd. | | $33,202 | 12/31/2023 | JPM | 195,177 | $33,200 | 12/31/2023 | Call | 11,300 | $2 | 12/31/2023 | Farmers & Merchants Investments Inc. | 164,683 | $32,986 | 03/31/2024 | JPM | 164,683 | $32,986 | 03/31/2024 | Avantax Advisory Services Inc. | 193,746 | $32,956 | 12/31/2023 | JPM | 193,746 | $32,956 | 12/31/2023 | Moran Wealth Management LLC | 193,072 | $32,842 | 12/31/2023 | JPM | 193,072 | $32,842 | 12/31/2023 | Chilton Capital Management LLC | 193,055 | $32,839 | 12/31/2023 | JPM | 193,055 | $32,839 | 12/31/2023 | Independent Advisor Alliance | 193,055 | $32,839 | 12/31/2023 | JPM | 193,055 | $32,839 | 12/31/2023 | Lmcg Investments LLC | 192,998 | $32,829 | 12/31/2023 | JPM | 192,998 | $32,829 | 12/31/2023 | Howe & Rusling Inc. | 192,664 | $32,772 | 12/31/2023 | JPM | 192,664 | $32,772 | 12/31/2023 | Silvercrest Asset Management Group LLC | 191,985 | $32,657 | 12/31/2023 | JPM | 191,985 | $32,657 | 12/31/2023 | Pictet & Cie Europe SA | 191,944 | $32,650 | 12/31/2023 | JPM | 191,944 | $32,650 | 12/31/2023 | Maple Capital Management Inc. | 191,947 | $32,650 | 12/31/2023 | JPM | 191,947 | $32,650 | 12/31/2023 | Janney Capital Management LLC | 191,321 | $32,544 | 12/31/2023 | JPM | 191,321 | $32,544 | 12/31/2023 | Galvin Gaustad & Stein LLC | 161,559 | $32,360 | 03/31/2024 | JPM | 161,559 | $32,360 | 03/31/2024 | Appleton Partners Inc. MA | 161,121 | $32,273 | 03/31/2024 | JPM | 161,121 | $32,273 | 03/31/2024 | Chartwell Investment Partners LLC | 187,747 | $31,936 | 12/31/2023 | JPM | 187,747 | $31,936 | 12/31/2023 | Shufro Rose & Co. LLC | 187,481 | $31,891 | 12/31/2023 | JPM | 187,481 | $31,891 | 12/31/2023 | Eagle Global Advisors LLC | 186,811 | $31,777 | 12/31/2023 | JPM | 186,811 | $31,777 | 12/31/2023 | Hyman Charles D | 186,501 | $31,724 | 12/31/2023 | JPM | 186,501 | $31,724 | 12/31/2023 | Congress Wealth Management LLC DE | 157,385 | $31,524 | 03/31/2024 | JPM | 157,385 | $31,524 | 03/31/2024 | Franklin Street Advisors Inc. NC | 156,527 | $31,352 | 03/31/2024 | JPM | 156,527 | $31,352 | 03/31/2024 | Securian Asset Management Inc | 183,096 | $31,145 | 12/31/2023 | JPM | 183,096 | $31,145 | 12/31/2023 | Global Assets Advisory LLC | 154,974 | $31,041 | 03/31/2024 | JPM | 154,974 | $31,041 | 03/31/2024 | NS Partners Ltd | 181,957 | $30,951 | 12/31/2023 | JPM | 181,957 | $30,951 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 181,757 | $30,917 | 12/31/2023 | JPM | 181,757 | $30,917 | 12/31/2023 | Blue Chip Partners Inc. | 181,095 | $30,804 | 12/31/2023 | JPM | 181,095 | $30,804 | 12/31/2023 | Main Street Research LLC | 179,855 | $30,593 | 12/31/2023 | JPM | 179,855 | $30,593 | 12/31/2023 | LaFleur & Godfrey LLC | 152,145 | $30,475 | 03/31/2024 | JPM | 152,145 | $30,475 | 03/31/2024 | Carret Asset Management LLC | 152,097 | $30,465 | 03/31/2024 | JPM | 152,097 | $30,465 | 03/31/2024 | Meridian Wealth Management LLC | 178,990 | $30,446 | 12/31/2023 | JPM | 178,990 | $30,446 | 12/31/2023 | Citizens Financial Group Inc RI | 178,476 | $30,359 | 12/31/2023 | JPM | 178,476 | $30,359 | 12/31/2023 | Community Trust & Investment Co. | 178,379 | $30,342 | 12/31/2023 | JPM | 178,379 | $30,342 | 12/31/2023 | Northeast Financial Consultants Inc | 178,183 | $30,309 | 12/31/2023 | JPM | 178,183 | $30,309 | 12/31/2023 | Atria Wealth Solutions Inc. | 177,781 | $30,241 | 12/31/2023 | JPM | 177,781 | $30,241 | 12/31/2023 | American Assets Investment Management LLC | 177,600 | $30,210 | 12/31/2023 | JPM | 177,600 | $30,210 | 12/31/2023 | Equitable Holdings Inc. | 177,265 | $30,153 | 12/31/2023 | JPM | 177,265 | $30,153 | 12/31/2023 | Levin Capital Strategies L.P. | | $30,056 | 12/31/2023 | JPM | 184,195 | $31,332 | 12/31/2023 | Put | 7,500 | $1,276 | 12/31/2023 | First Fiduciary Investment Counsel Inc. | 149,381 | $29,921 | 03/31/2024 | JPM | 149,381 | $29,921 | 03/31/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 175,585 | $29,867 | 12/31/2023 | JPM | 175,585 | $29,867 | 12/31/2023 | Alps Advisors Inc. | 174,451 | $29,674 | 12/31/2023 | JPM | 174,451 | $29,674 | 12/31/2023 | NBT Bank N A NY | 146,377 | $29,319 | 03/31/2024 | JPM | 146,377 | $29,319 | 03/31/2024 | Allen Investment Management LLC | 171,963 | $29,251 | 12/31/2023 | JPM | 171,963 | $29,251 | 12/31/2023 | New Mexico Educational Retirement Board | 145,650 | $29,174 | 03/31/2024 | JPM | 145,650 | $29,174 | 03/31/2024 | Palisade Capital Management LLC NJ | 171,460 | $29,165 | 12/31/2023 | JPM | 171,460 | $29,165 | 12/31/2023 | Wesleyan Assurance Society | 145,257 | $29,092 | 03/31/2024 | JPM | 145,257 | $29,092 | 03/31/2024 | Randolph Co Inc | 170,785 | $29,051 | 12/31/2023 | JPM | 170,785 | $29,051 | 12/31/2023 | Neville Rodie & Shaw Inc. | 144,719 | $28,987 | 03/31/2024 | JPM | 144,719 | $28,987 | 03/31/2024 | KCM Investment Advisors LLC | 170,397 | $28,985 | 12/31/2023 | JPM | 170,397 | $28,985 | 12/31/2023 | NFJ Investment Group LLC | 170,264 | $28,962 | 12/31/2023 | JPM | 170,264 | $28,962 | 12/31/2023 | Parsons Capital Management Inc. RI | 144,565 | $28,956 | 03/31/2024 | JPM | 144,565 | $28,956 | 03/31/2024 | Mmbg Investment Advisors CO. | 170,120 | $28,937 | 12/31/2023 | JPM | 170,120 | $28,937 | 12/31/2023 | Sandy Spring Bank | 169,786 | $28,881 | 12/31/2023 | JPM | 169,786 | $28,881 | 12/31/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 168,877 | $28,726 | 12/31/2023 | JPM | 168,877 | $28,726 | 12/31/2023 | Gemsstock Ltd. | 168,100 | $28,594 | 12/31/2023 | JPM | 168,100 | $28,594 | 12/31/2023 | Ninety One SA PTY Ltd | 167,364 | $28,469 | 12/31/2023 | JPM | 167,364 | $28,469 | 12/31/2023 | Trexquant Investment LP | 166,261 | $28,281 | 12/31/2023 | JPM | 166,261 | $28,281 | 12/31/2023 | Smith Group Asset Management LLC | 166,212 | $28,273 | 12/31/2023 | JPM | 166,212 | $28,273 | 12/31/2023 | Cornerstone Advisors LLC | 166,200 | $28,271 | 12/31/2023 | JPM | 166,200 | $28,271 | 12/31/2023 | Dai Ichi Life Insurance Company Ltd | 165,758 | $28,195 | 12/31/2023 | JPM | 165,758 | $28,195 | 12/31/2023 | Sit Investment Associates Inc. | 165,585 | $28,166 | 12/31/2023 | JPM | 165,585 | $28,166 | 12/31/2023 | Absher Wealth Management LLC | 140,155 | $28,073 | 03/31/2024 | JPM | 140,155 | $28,073 | 03/31/2024 | Trust Co. of Vermont | 164,754 | $28,025 | 12/31/2023 | JPM | 164,754 | $28,025 | 12/31/2023 | Capital International Ltd. | 164,182 | $27,927 | 12/31/2023 | JPM | 164,182 | $27,927 | 12/31/2023 | Prime Capital Investment Advisors LLC | 163,840 | $27,869 | 12/31/2023 | JPM | 163,840 | $27,869 | 12/31/2023 | Marco Investment Management LLC | 163,158 | $27,753 | 12/31/2023 | JPM | 163,158 | $27,753 | 12/31/2023 | Walleye Trading LLC | | $27,557 | 12/31/2023 | Call | 607,000 | $103,251 | 12/31/2023 | Put | 445,000 | $75,694 | 12/31/2023 | Aptus Capital Advisors LLC | 161,549 | $27,479 | 12/31/2023 | JPM | 161,549 | $27,479 | 12/31/2023 | Abner Herrman & Brock LLC | 136,880 | $27,417 | 03/31/2024 | JPM | 136,880 | $27,417 | 03/31/2024 | Axxcess Wealth Management LLC | 160,777 | $27,348 | 12/31/2023 | JPM | 160,777 | $27,348 | 12/31/2023 | OLD National Bancorp IN | 136,395 | $27,320 | 03/31/2024 | JPM | 136,395 | $27,320 | 03/31/2024 | Segall Bryant & Hamill LLC | 160,401 | $27,284 | 12/31/2023 | JPM | 160,401 | $27,284 | 12/31/2023 | Dixon Mitchell Investment Counsel Inc. | 134,300 | $26,900 | 03/31/2024 | JPM | 134,300 | $26,900 | 03/31/2024 | Callahan Advisors LLC | 133,945 | $26,829 | 03/31/2024 | JPM | 133,945 | $26,829 | 03/31/2024 | Metis Global Partners LLC | 157,012 | $26,708 | 12/31/2023 | JPM | 157,012 | $26,708 | 12/31/2023 | Assetmark Inc. | 156,988 | $26,704 | 12/31/2023 | JPM | 156,988 | $26,704 | 12/31/2023 | Schwerin Boyle Capital Management Inc. | 156,418 | $26,607 | 12/31/2023 | JPM | 156,418 | $26,607 | 12/31/2023 | VGI Partners Ltd | 156,236 | $26,576 | 12/31/2023 | JPM | 156,236 | $26,576 | 12/31/2023 | Levin Easterly Partners LLC | 155,325 | $26,421 | 12/31/2023 | JPM | 155,325 | $26,421 | 12/31/2023 | Stonebridge Capital Advisors LLC | 155,081 | $26,379 | 12/31/2023 | JPM | 155,081 | $26,379 | 12/31/2023 | Oak Associates Ltd. OH | 155,023 | $26,369 | 12/31/2023 | JPM | 155,023 | $26,369 | 12/31/2023 | Graham Capital Management L.P. | 154,977 | $26,362 | 12/31/2023 | JPM | 154,977 | $26,362 | 12/31/2023 | Albion Financial Group UT | 130,881 | $26,215 | 03/31/2024 | JPM | 130,881 | $26,215 | 03/31/2024 | Steigerwald Gordon & Koch Inc. | 130,192 | $26,077 | 03/31/2024 | JPM | 130,192 | $26,077 | 03/31/2024 | Arvest Trust Co. N A | 151,558 | $25,780 | 12/31/2023 | JPM | 151,558 | $25,780 | 12/31/2023 | Bourgeon Capital Management LLC | 128,685 | $25,776 | 03/31/2024 | JPM | 128,685 | $25,776 | 03/31/2024 | Focus Financial Network Inc. ADV | 150,980 | $25,682 | 12/31/2023 | JPM | 150,980 | $25,682 | 12/31/2023 | GYL Financial Synergies LLC | 150,703 | $25,635 | 12/31/2023 | JPM | 150,703 | $25,635 | 12/31/2023 | TruWealth Advisors LLC | 127,913 | $25,621 | 03/31/2024 | JPM | 127,913 | $25,621 | 03/31/2024 | Gratus Capital LLC | 150,557 | $25,610 | 12/31/2023 | JPM | 150,557 | $25,610 | 12/31/2023 | Resources Investment Advisors LLC. | 150,521 | $25,604 | 12/31/2023 | JPM | 150,521 | $25,604 | 12/31/2023 | MBB Public Markets I LLC | 149,851 | $25,490 | 12/31/2023 | JPM | 149,851 | $25,490 | 12/31/2023 | Cantor Fitzgerald Investment Adviser L.P. | 149,589 | $25,445 | 12/31/2023 | JPM | 149,589 | $25,445 | 12/31/2023 | FineMark National Bank & Trust | 149,491 | $25,428 | 12/31/2023 | JPM | 149,491 | $25,428 | 12/31/2023 | Tower Bridge Advisors | 149,363 | $25,407 | 12/31/2023 | JPM | 149,363 | $25,407 | 12/31/2023 | National Asset Management Inc. | 148,444 | $25,250 | 12/31/2023 | JPM | 148,444 | $25,250 | 12/31/2023 | Wsfs Capital Management LLC | 148,244 | $25,216 | 12/31/2023 | JPM | 148,244 | $25,216 | 12/31/2023 | First Foundation Advisors | 147,750 | $25,132 | 12/31/2023 | JPM | 147,750 | $25,132 | 12/31/2023 | Harvest Portfolios Group Inc. | 146,836 | $24,977 | 12/31/2023 | JPM | 146,836 | $24,977 | 12/31/2023 | TAM Capital Management Inc. | | $24,964 | 12/31/2023 | CALL | 75,000 | $12,758 | 12/31/2023 | JPM | 71,757 | $12,206 | 12/31/2023 | HB Wealth Management LLC | 146,385 | $24,900 | 12/31/2023 | JPM | 146,385 | $24,900 | 12/31/2023 | Natixis Investment Managers International | 146,240 | $24,875 | 12/31/2023 | JPM | 146,240 | $24,875 | 12/31/2023 | KMG Fiduciary Partners LLC | 123,353 | $24,708 | 03/31/2024 | JPM | 123,353 | $24,708 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 144,822 | $24,634 | 12/31/2023 | JPM | 144,822 | $24,634 | 12/31/2023 | Ziegler Capital Management LLC | 143,998 | $24,505 | 12/31/2023 | JPM | 143,998 | $24,505 | 12/31/2023 | Park Avenue Securities LLC | 122,156 | $24,468 | 03/31/2024 | JPM | 122,156 | $24,468 | 03/31/2024 | South State CORP. | 143,419 | $24,396 | 12/31/2023 | JPM | 143,419 | $24,396 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 139,800 | $23,780 | 12/31/2023 | JPM | 139,800 | $23,780 | 12/31/2023 | Acadian Asset Management LLC | 139,717 | $23,759 | 12/31/2023 | JPM | 139,717 | $23,759 | 12/31/2023 | South Dakota Investment Council | 139,495 | $23,728 | 12/31/2023 | JPM | 139,495 | $23,728 | 12/31/2023 | Bollard Group LLC | 139,223 | $23,682 | 12/31/2023 | JPM | 139,223 | $23,682 | 12/31/2023 | Livforsakringsbolaget Skandia Omsesidigt | 117,884 | $23,610 | 03/31/2024 | JPM | 117,884 | $23,610 | 03/31/2024 | Logan Capital Management Inc. | 138,313 | $23,527 | 12/31/2023 | JPM | 138,313 | $23,527 | 12/31/2023 | Patten & Patten Inc. TN | 137,703 | $23,423 | 12/31/2023 | JPM | 137,703 | $23,423 | 12/31/2023 | Applied Finance Capital Management LLC | 137,684 | $23,420 | 12/31/2023 | JPM | 137,684 | $23,420 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 137,461 | $23,382 | 12/31/2023 | JPM | 137,461 | $23,382 | 12/31/2023 | Bailard Inc. | 136,977 | $23,300 | 12/31/2023 | JPM | 136,977 | $23,300 | 12/31/2023 | Gillespie Robinson & Grimm Inc. | 115,968 | $23,228 | 03/31/2024 | JPM | 115,968 | $23,228 | 03/31/2024 | Prospera Financial Services Inc | 136,029 | $23,139 | 12/31/2023 | JPM | 136,029 | $23,139 | 12/31/2023 | Stillwater Capital Advisors LLC | 115,161 | $23,067 | 03/31/2024 | JPM | 115,161 | $23,067 | 03/31/2024 | Courant Investment Management LLC | 114,592 | $22,953 | 03/31/2024 | JPM | 114,592 | $22,953 | 03/31/2024 | Osborne Partners Capital Management LLC | 134,633 | $22,901 | 12/31/2023 | JPM | 134,633 | $22,901 | 12/31/2023 | Jones Financial Companies Lllp | 134,463 | $22,872 | 12/31/2023 | JPM | 134,463 | $22,872 | 12/31/2023 | Atlantic Union Bankshares Corp | 114,186 | $22,871 | 03/31/2024 | JPM | 114,186 | $22,871 | 03/31/2024 | Evergreen Capital Management LLC | 134,221 | $22,831 | 12/31/2023 | JPM | 134,221 | $22,831 | 12/31/2023 | Alley Investment Management Company LLC | 134,179 | $22,824 | 12/31/2023 | JPM | 134,179 | $22,824 | 12/31/2023 | Forbes J M & Co. LLP | 112,572 | $22,548 | 03/31/2024 | JPM | 112,572 | $22,548 | 03/31/2024 | Townsquare Capital LLC | 132,531 | $22,544 | 12/31/2023 | JPM | 132,531 | $22,544 | 12/31/2023 | Moors & Cabot Inc. | 132,402 | $22,522 | 12/31/2023 | JPM | 132,402 | $22,522 | 12/31/2023 | Kanawha Capital Management LLC | 132,254 | $22,496 | 12/31/2023 | JPM | 132,254 | $22,496 | 12/31/2023 | Integrated Wealth Concepts LLC | 132,145 | $22,478 | 12/31/2023 | JPM | 132,145 | $22,478 | 12/31/2023 | Alpine Woods Capital Investors LLC | 132,085 | $22,468 | 12/31/2023 | JPM | 132,085 | $22,468 | 12/31/2023 | Great Valley Advisor Group Inc. | 131,867 | $22,431 | 12/31/2023 | JPM | 131,867 | $22,431 | 12/31/2023 | RBO & Co. LLC | 131,210 | $22,319 | 12/31/2023 | JPM | 131,210 | $22,319 | 12/31/2023 | Dupont Capital Management Corp | 111,410 | $22,315 | 03/31/2024 | JPM | 111,410 | $22,315 | 03/31/2024 | Rempart Asset Management Inc. | 130,612 | $22,217 | 12/31/2023 | JPM | 130,612 | $22,217 | 12/31/2023 | Gladstone Institutional Advisory LLC | 130,581 | $22,212 | 12/31/2023 | JPM | 130,581 | $22,212 | 12/31/2023 | Kempen Capital Management N.V. | 130,207 | $22,148 | 12/31/2023 | JPM | 130,207 | $22,148 | 12/31/2023 | First Long Island Investors LLC | 129,430 | $22,016 | 12/31/2023 | JPM | 129,430 | $22,016 | 12/31/2023 | Beach Investment Counsel Inc. PA | 109,866 | $22,006 | 03/31/2024 | JPM | 109,866 | $22,006 | 03/31/2024 | Noesis Capital Mangement Corp | 129,220 | $21,980 | 12/31/2023 | JPM | 129,220 | $21,980 | 12/31/2023 | Vestor Capital LLC | 128,896 | $21,925 | 12/31/2023 | JPM | 128,896 | $21,925 | 12/31/2023 | Narwhal Capital Management | 128,836 | $21,915 | 12/31/2023 | JPM | 128,836 | $21,915 | 12/31/2023 | Azimuth Capital Investment Management LLC | 128,378 | $21,837 | 12/31/2023 | JPM | 128,378 | $21,837 | 12/31/2023 | Spire Wealth Management | 108,947 | $21,822 | 03/31/2024 | JPM | 108,947 | $21,822 | 03/31/2024 | Perigon Wealth Management LLC | 128,078 | $21,786 | 12/31/2023 | JPM | 128,078 | $21,786 | 12/31/2023 | BLB&B Advisors LLC | 127,551 | $21,696 | 12/31/2023 | JPM | 127,551 | $21,696 | 12/31/2023 | Snowden Capital Advisors LLC | 127,441 | $21,678 | 12/31/2023 | JPM | 127,441 | $21,678 | 12/31/2023 | Grassi Investment Management | 108,099 | $21,652 | 03/31/2024 | JPM | 108,099 | $21,652 | 03/31/2024 | Hi Line Capital Management LLC | 107,162 | $21,465 | 03/31/2024 | JPM | 107,162 | $21,465 | 03/31/2024 | Webster Bank N. A. | 107,133 | $21,459 | 03/31/2024 | JPM | 107,133 | $21,459 | 03/31/2024 | Longbow Finance SA | 125,624 | $21,369 | 12/31/2023 | JPM | 125,624 | $21,369 | 12/31/2023 | Choate Investment Advisors | 125,480 | $21,344 | 12/31/2023 | JPM | 125,480 | $21,344 | 12/31/2023 | Alerus Financial NA | 125,070 | $21,274 | 12/31/2023 | JPM | 125,070 | $21,274 | 12/31/2023 | Wafra Inc. | 124,924 | $21,250 | 12/31/2023 | JPM | 124,924 | $21,250 | 12/31/2023 | Culbertson A N & Co. Inc. | 124,821 | $21,232 | 12/31/2023 | JPM | 124,821 | $21,232 | 12/31/2023 | HBK Sorce Advisory LLC | 124,660 | $21,205 | 12/31/2023 | JPM | 124,660 | $21,205 | 12/31/2023 | Simplicity Wealth LLC | 105,831 | $21,198 | 03/31/2024 | JPM | 105,831 | $21,198 | 03/31/2024 | Congress Asset Management Co. MA | 105,593 | $21,150 | 03/31/2024 | JPM | 105,593 | $21,150 | 03/31/2024 | Meiji Yasuda Life Insurance Co | 123,903 | $21,076 | 12/31/2023 | JPM | 123,903 | $21,076 | 12/31/2023 | Martingale Asset Management L P | 123,457 | $21,000 | 12/31/2023 | JPM | 123,457 | $21,000 | 12/31/2023 | Greenleaf Trust | 123,389 | $20,988 | 12/31/2023 | JPM | 123,389 | $20,988 | 12/31/2023 | Advisory Services Network LLC | 123,260 | $20,967 | 12/31/2023 | JPM | 123,260 | $20,967 | 12/31/2023 | Nemes Rush Group LLC | 123,016 | $20,925 | 12/31/2023 | JPM | 123,016 | $20,925 | 12/31/2023 | Savant Capital LLC | 122,977 | $20,918 | 12/31/2023 | JPM | 122,977 | $20,918 | 12/31/2023 | Parallel Advisors LLC | 122,950 | $20,914 | 12/31/2023 | JPM | 122,950 | $20,914 | 12/31/2023 | ProVise Management Group LLC | 122,148 | $20,777 | 12/31/2023 | JPM | 122,148 | $20,777 | 12/31/2023 | Apollon Wealth Management LLC | 122,103 | $20,770 | 12/31/2023 | JPM | 122,103 | $20,770 | 12/31/2023 | Clear Harbor Asset Management LLC | 121,094 | $20,598 | 12/31/2023 | JPM | 121,094 | $20,598 | 12/31/2023 | Banque Cantonale Vaudoise | 102,506 | $20,532 | 03/31/2024 | JPM | 102,506 | $20,532 | 03/31/2024 | Clearstead Advisors LLC | 120,512 | $20,499 | 12/31/2023 | JPM | 120,512 | $20,499 | 12/31/2023 | BTC Capital Management Inc. | 102,248 | $20,484 | 03/31/2024 | JPM | 102,248 | $20,484 | 03/31/2024 | ARS Wealth Advisors Group LLC | 120,178 | $20,442 | 12/31/2023 | JPM | 120,178 | $20,442 | 12/31/2023 | Cullen Investment Group LTD. | 102,334 | $20,350 | 03/31/2024 | JPM | 102,334 | $20,350 | 03/31/2024 | Private Capital Management LLC | 119,582 | $20,341 | 12/31/2023 | JPM | 119,582 | $20,341 | 12/31/2023 | Annex Advisory Services LLC | 101,443 | $20,319 | 03/31/2024 | JPM | 101,443 | $20,319 | 03/31/2024 | Canandaigua National Bank & Trust Co. | 100,727 | $20,176 | 03/31/2024 | JPM | 100,727 | $20,176 | 03/31/2024 | Penobscot Investment Management Company Inc. | 118,375 | $20,136 | 12/31/2023 | JPM | 118,375 | $20,136 | 12/31/2023 | Metropolitan Life Insurance Co NY | 117,677 | $20,017 | 12/31/2023 | JPM | 117,677 | $20,017 | 12/31/2023 | Hodges Capital Management Inc. | | $19,958 | 03/31/2024 | JPM | 52,046 | $10,425 | 03/31/2024 | COM | 1,500 | $9,533 | 03/31/2024 | Pallas Capital Advisors LLC | 99,522 | $19,934 | 03/31/2024 | JPM | 99,522 | $19,934 | 03/31/2024 | Trust Co. of Virginia VA | 99,205 | $19,871 | 03/31/2024 | JPM | 99,205 | $19,871 | 03/31/2024 | Fiduciary Alliance LLC | 99,810 | $19,856 | 03/31/2024 | JPM | 99,810 | $19,856 | 03/31/2024 | Birch Hill Investment Advisors LLC | 116,480 | $19,813 | 12/31/2023 | JPM | 116,480 | $19,813 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 115,573 | $19,659 | 12/31/2023 | JPM | 115,573 | $19,659 | 12/31/2023 | Quantinno Capital Management LP | 115,530 | $19,652 | 12/31/2023 | JPM | 115,530 | $19,652 | 12/31/2023 | Anderson Hoagland & Co. | 100,480 | $19,641 | 03/31/2024 | JPM | 100,480 | $19,641 | 03/31/2024 | Yarbrough Capital LLC | 97,875 | $19,604 | 03/31/2024 | JPM | 97,875 | $19,604 | 03/31/2024 | Norinchukin Bank The | 114,794 | $19,526 | 12/31/2023 | JPM | 114,794 | $19,526 | 12/31/2023 | Davy Global Fund Management Ltd | 113,786 | $19,355 | 12/31/2023 | JPM | 113,786 | $19,355 | 12/31/2023 | Drexel Morgan & Co. | 113,464 | $19,300 | 12/31/2023 | JPM | 113,464 | $19,300 | 12/31/2023 | Verde Servicos Internacionais S.A. | 113,167 | $19,250 | 12/31/2023 | JPM | 113,167 | $19,250 | 12/31/2023 | Lincoln National Corp | 113,003 | $19,222 | 12/31/2023 | JPM | 113,003 | $19,222 | 12/31/2023 | Adell Harriman & Carpenter Inc. | 112,984 | $19,219 | 12/31/2023 | JPM | 112,984 | $19,219 | 12/31/2023 | Linscomb & Williams Inc. | 112,817 | $19,190 | 12/31/2023 | JPM | 112,817 | $19,190 | 12/31/2023 | Washington Trust Bank | 112,445 | $19,127 | 12/31/2023 | JPM | 112,445 | $19,127 | 12/31/2023 | Trust Co. of Toledo NA OH | 95,241 | $19,077 | 03/31/2024 | JPM | 95,241 | $19,077 | 03/31/2024 | United Asset Strategies Inc. | 94,496 | $18,927 | 03/31/2024 | JPM | 94,496 | $18,927 | 03/31/2024 | Dearborn Partners LLC | 110,990 | $18,879 | 12/31/2023 | JPM | 110,990 | $18,879 | 12/31/2023 | Sonora Investment Management Group LLC | 110,902 | $18,864 | 12/31/2023 | JPM | 110,902 | $18,864 | 12/31/2023 | J.P. Marvel Investment Advisors LLC | 110,766 | $18,841 | 12/31/2023 | JPM | 110,766 | $18,841 | 12/31/2023 | Dynamic Advisor Solutions LLC | 94,023 | $18,833 | 03/31/2024 | JPM | 94,023 | $18,833 | 03/31/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 93,831 | $18,794 | 03/31/2024 | JPM | 93,831 | $18,794 | 03/31/2024 | Baldwin Brothers Inc. MA | 93,634 | $18,755 | 03/31/2024 | JPM | 93,634 | $18,755 | 03/31/2024 | Transform Wealth LLC | 93,427 | $18,713 | 03/31/2024 | JPM | 93,427 | $18,713 | 03/31/2024 | Courier Capital LLC | 93,071 | $18,642 | 03/31/2024 | JPM | 93,071 | $18,642 | 03/31/2024 | JGP Wealth Management LLC | 92,951 | $18,618 | 03/31/2024 | JPM | 92,951 | $18,618 | 03/31/2024 | Motco | 109,451 | $18,618 | 12/31/2023 | JPM | 109,451 | $18,618 | 12/31/2023 | Talbot Financial LLC | 92,926 | $18,613 | 03/31/2024 | JPM | 92,926 | $18,613 | 03/31/2024 | Texas Yale Capital Corp. | 109,309 | $18,593 | 12/31/2023 | JPM | 109,309 | $18,593 | 12/31/2023 | Edge Wealth Management LLC | 92,813 | $18,590 | 03/31/2024 | JPM | 92,813 | $18,590 | 03/31/2024 | Procyon Private Wealth Partners LLC | 92,501 | $18,528 | 03/31/2024 | JPM | 92,501 | $18,528 | 03/31/2024 | Shelton Capital Management | 108,765 | $18,501 | 12/31/2023 | JPM | 108,765 | $18,501 | 12/31/2023 | Grimes & Company Inc. | 92,356 | $18,499 | 03/31/2024 | JPM | 92,356 | $18,499 | 03/31/2024 | Core Alternative Capital | 108,538 | $18,462 | 12/31/2023 | JPM | 108,538 | $18,462 | 12/31/2023 | Meiji Yasuda Asset Management Co Ltd. | 108,480 | $18,452 | 12/31/2023 | JPM | 108,480 | $18,452 | 12/31/2023 | Guardian Capital Advisors LP | 106,730 | $18,360 | 12/31/2023 | JPM | 106,730 | $18,360 | 12/31/2023 | Leavell Investment Management Inc. | 91,554 | $18,338 | 03/31/2024 | JPM | 91,554 | $18,338 | 03/31/2024 | First Financial Bank Trust Division | 91,327 | $18,293 | 03/31/2024 | JPM | 91,327 | $18,293 | 03/31/2024 | Beese Fulmer Investment Management Inc. | 90,900 | $18,207 | 03/31/2024 | JPM | 90,900 | $18,207 | 03/31/2024 | Artemis Investment Management LLP | 90,900 | $18,198 | 03/31/2024 | JPM | 90,900 | $18,198 | 03/31/2024 | SS&H Financial Advisors Inc. | 106,886 | $18,181 | 12/31/2023 | JPM | 106,886 | $18,181 | 12/31/2023 | Cabot Wealth Management Inc. | 106,592 | $18,131 | 12/31/2023 | JPM | 106,592 | $18,131 | 12/31/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 106,581 | $18,129 | 12/31/2023 | JPM | 106,581 | $18,129 | 12/31/2023 | TCG Advisory Services LLC | | $18,125 | 12/31/2023 | JPM | 106,437 | $18,105 | 12/31/2023 | Call | 100 | $20 | 12/31/2023 | Advisors Asset Management Inc. | 106,308 | $18,083 | 12/31/2023 | JPM | 106,308 | $18,083 | 12/31/2023 | Osher Van de Voorde Investment Management | 89,747 | $17,976 | 03/31/2024 | JPM | 89,747 | $17,976 | 03/31/2024 | Colonial Trust Advisors | 105,622 | $17,966 | 12/31/2023 | JPM | 105,622 | $17,966 | 12/31/2023 | Kingsview Wealth Management LLC | 105,591 | $17,961 | 12/31/2023 | JPM | 105,591 | $17,961 | 12/31/2023 | First American Trust FSB | 105,004 | $17,861 | 12/31/2023 | JPM | 105,004 | $17,861 | 12/31/2023 | Cullinan Associates Inc. | 88,915 | $17,810 | 03/31/2024 | JPM | 88,915 | $17,810 | 03/31/2024 | Harbour Trust & Investment Management Co | 88,912 | $17,809 | 03/31/2024 | JPM | 88,912 | $17,809 | 03/31/2024 | Charter Trust Co. | 88,753 | $17,777 | 03/31/2024 | JPM | 88,753 | $17,777 | 03/31/2024 | Rothschild Capital Partners LLC | 104,181 | $17,721 | 12/31/2023 | JPM | 104,181 | $17,721 | 12/31/2023 | Hudson Valley Investment Advisors Inc. ADV | 88,347 | $17,696 | 03/31/2024 | JPM | 88,347 | $17,696 | 03/31/2024 | Oak Harvest Investment Services | 88,049 | $17,636 | 03/31/2024 | JPM | 88,049 | $17,636 | 03/31/2024 | United Bank | 103,597 | $17,622 | 12/31/2023 | JPM | 103,597 | $17,622 | 12/31/2023 | Mutual Advisors LLC | 103,527 | $17,610 | 12/31/2023 | JPM | 103,527 | $17,610 | 12/31/2023 | Nan Shan Life Insurance Co. Ltd. | 103,193 | $17,553 | 12/31/2023 | JPM | 103,193 | $17,553 | 12/31/2023 | Kentucky Retirement Systems Insurance Trust Fund | 102,995 | $17,519 | 12/31/2023 | JPM | 102,995 | $17,519 | 12/31/2023 | Empirical Finance LLC | 102,877 | $17,499 | 12/31/2023 | JPM | 102,877 | $17,499 | 12/31/2023 | Dana Investment Advisors Inc. | 102,580 | $17,449 | 12/31/2023 | JPM | 102,580 | $17,449 | 12/31/2023 | Freestone Capital Holdings LLC | 102,533 | $17,441 | 12/31/2023 | JPM | 102,533 | $17,441 | 12/31/2023 | Fred Alger Management LLC | 102,484 | $17,433 | 12/31/2023 | JPM | 102,484 | $17,433 | 12/31/2023 | Capital Group Investment Management PTE. LTD. | 102,406 | $17,419 | 12/31/2023 | JPM | 102,406 | $17,419 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 102,238 | $17,391 | 12/31/2023 | JPM | 102,238 | $17,391 | 12/31/2023 | Bragg Financial Advisors Inc | 102,183 | $17,381 | 12/31/2023 | JPM | 102,183 | $17,381 | 12/31/2023 | Perfromance Wealth Partners LLC | 102,181 | $17,381 | 12/31/2023 | JPM | 102,181 | $17,381 | 12/31/2023 | Torray LLC | 101,820 | $17,320 | 12/31/2023 | JPM | 101,820 | $17,320 | 12/31/2023 | Tritonpoint Wealth LLC | 100,642 | $17,119 | 12/31/2023 | JPM | 100,642 | $17,119 | 12/31/2023 | Varma Mutual Pension Insurance Co | 100,300 | $17,061 | 12/31/2023 | JPM | 100,300 | $17,061 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 100,251 | $17,052 | 12/31/2023 | JPM | 100,251 | $17,052 | 12/31/2023 | Bright Rock Capital Management LLC | 85,000 | $17,026 | 03/31/2024 | JPM | 85,000 | $17,026 | 03/31/2024 | Ardevora Asset Management LLP | 99,857 | $16,986 | 12/31/2023 | JPM | 99,857 | $16,986 | 12/31/2023 | CSM Advisors LLC | 99,771 | $16,967 | 12/31/2023 | JPM | 99,771 | $16,967 | 12/31/2023 | Thoroughbred Financial Services LLC | 99,339 | $16,897 | 12/31/2023 | JPM | 99,339 | $16,897 | 12/31/2023 | Fiduciary Group LLC | 99,234 | $16,880 | 12/31/2023 | JPM | 99,234 | $16,880 | 12/31/2023 | Farmers Trust Co. | 84,100 | $16,845 | 03/31/2024 | JPM | 84,100 | $16,845 | 03/31/2024 | Interval Partners LP | | $16,811 | 12/31/2023 | JPM | 228,833 | $38,924 | 12/31/2023 | Put | 1,300 | $22,113 | 12/31/2023 | MainStreet Investment Advisors LLC | 98,030 | $16,675 | 12/31/2023 | JPM | 98,030 | $16,675 | 12/31/2023 | Aviance Capital Partners LLC | 83,165 | $16,658 | 03/31/2024 | JPM | 83,165 | $16,658 | 03/31/2024 | Tudor Investment Corp Et Al | | $16,636 | 12/31/2023 | Call | 117,900 | $20,055 | 12/31/2023 | Put | 20,100 | $3,419 | 12/31/2023 | Brookstone Capital Management | 82,889 | $16,603 | 03/31/2024 | JPM | 82,889 | $16,603 | 03/31/2024 | Woodmont Investment Counsel LLC | 82,725 | $16,570 | 03/31/2024 | JPM | 82,725 | $16,570 | 03/31/2024 | Jupiter Asset Management Ltd. | 97,410 | $16,569 | 12/31/2023 | JPM | 97,410 | $16,569 | 12/31/2023 | HRT Financial LP | 97,350 | $16,559 | 12/31/2023 | JPM | 97,350 | $16,559 | 12/31/2023 | Allen Mooney & Barnes Investment Advisors LLC | 84,516 | $16,517 | 03/31/2024 | JPM | 84,516 | $16,517 | 03/31/2024 | Means Investment CO. Inc. | 82,346 | $16,494 | 03/31/2024 | JPM | 82,346 | $16,494 | 03/31/2024 | Ledyard National Bank | 96,967 | $16,494 | 12/31/2023 | JPM | 96,967 | $16,494 | 12/31/2023 | JB Capital LLC | 96,276 | $16,377 | 12/31/2023 | JPM | 96,276 | $16,377 | 12/31/2023 | Sawtooth Solutions LLC | 96,146 | $16,354 | 12/31/2023 | JPM | 96,146 | $16,354 | 12/31/2023 | Wedbush Securities Inc. | 96,106 | $16,348 | 12/31/2023 | JPM | 96,106 | $16,348 | 12/31/2023 | CCM Investment Advisers LLC | 96,096 | $16,346 | 12/31/2023 | JPM | 96,096 | $16,346 | 12/31/2023 | Wetherby Asset Management Inc. | 95,054 | $16,169 | 12/31/2023 | JPM | 95,054 | $16,169 | 12/31/2023 | Picton Mahoney Asset Management | 94,859 | $16,134 | 12/31/2023 | JPM | 94,859 | $16,134 | 12/31/2023 | Ballentine Partners LLC | 80,388 | $16,102 | 03/31/2024 | JPM | 80,388 | $16,102 | 03/31/2024 | Willis Investment Counsel | 80,180 | $16,060 | 03/31/2024 | JPM | 80,180 | $16,060 | 03/31/2024 | Vantage Investment Partners LLC | 93,975 | $15,985 | 12/31/2023 | JPM | 93,975 | $15,985 | 12/31/2023 | Baxter Bros Inc. | 93,825 | $15,960 | 12/31/2023 | JPM | 93,825 | $15,960 | 12/31/2023 | Greenwood Gearhart Inc. | 93,409 | $15,889 | 12/31/2023 | JPM | 93,409 | $15,889 | 12/31/2023 | Westchester Capital Management Inc. | 93,262 | $15,864 | 12/31/2023 | JPM | 93,262 | $15,864 | 12/31/2023 | Tompkins Financial Corp | 79,061 | $15,836 | 03/31/2024 | JPM | 79,061 | $15,836 | 03/31/2024 | Rossmore Private Capital | 93,091 | $15,835 | 12/31/2023 | JPM | 93,091 | $15,835 | 12/31/2023 | WoodTrust Financial Corp | 78,985 | $15,821 | 03/31/2024 | JPM | 78,985 | $15,821 | 03/31/2024 | Cincinnati Casualty Co. | 93,000 | $15,819 | 12/31/2023 | JPM | 93,000 | $15,819 | 12/31/2023 | Cincinnati Specialty Underwriters Insurance CO | 93,000 | $15,819 | 12/31/2023 | JPM | 93,000 | $15,819 | 12/31/2023 | Peak Asset Management LLC | 92,583 | $15,748 | 12/31/2023 | JPM | 92,583 | $15,748 | 12/31/2023 | Verdence Capital Advisors LLC | 92,142 | $15,673 | 12/31/2023 | JPM | 92,142 | $15,673 | 12/31/2023 | Forum Financial Management LP | 91,865 | $15,626 | 12/31/2023 | JPM | 91,865 | $15,626 | 12/31/2023 | Sand Hill Global Advisors LLC | 91,849 | $15,624 | 12/31/2023 | JPM | 91,849 | $15,624 | 12/31/2023 | Kornitzer Capital Management Inc. KS | 91,836 | $15,621 | 12/31/2023 | JPM | 91,836 | $15,621 | 12/31/2023 | Stockman Wealth Management Inc. | 77,956 | $15,615 | 03/31/2024 | JPM | 77,956 | $15,615 | 03/31/2024 | Northwestern Mutual Investment Management Company LLC | 91,508 | $15,566 | 12/31/2023 | JPM | 91,508 | $15,566 | 12/31/2023 | Veriti Management LLC | 77,612 | $15,546 | 03/31/2024 | JPM | 77,612 | $15,546 | 03/31/2024 | Curi Capital | 91,296 | $15,529 | 12/31/2023 | JPM | 91,296 | $15,529 | 12/31/2023 | Whitener Capital Management Inc. | 77,504 | $15,524 | 03/31/2024 | JPM | 77,504 | $15,524 | 03/31/2024 | Brown Brothers Harriman & Co. | 91,150 | $15,505 | 12/31/2023 | JPM | 91,150 | $15,505 | 12/31/2023 | Burns J W & Co. Inc. NY | 77,318 | $15,487 | 03/31/2024 | JPM | 77,318 | $15,487 | 03/31/2024 | Steel Peak Wealth Management LLC | 77,314 | $15,486 | 03/31/2024 | JPM | 77,314 | $15,486 | 03/31/2024 | Ashburton Jersey Ltd | 90,833 | $15,451 | 12/31/2023 | JPM | 90,833 | $15,451 | 12/31/2023 | Eagle Rock Investment Company LLC | 76,931 | $15,409 | 03/31/2024 | JPM | 76,931 | $15,409 | 03/31/2024 | GHP Investment Advisors Inc. | 90,489 | $15,392 | 12/31/2023 | JPM | 90,489 | $15,392 | 12/31/2023 | Telemus Capital LLC | 90,484 | $15,391 | 12/31/2023 | JPM | 90,484 | $15,391 | 12/31/2023 | Middleton & Co Inc MA | 90,315 | $15,363 | 12/31/2023 | JPM | 90,315 | $15,363 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 90,085 | $15,323 | 12/31/2023 | JPM | 90,085 | $15,323 | 12/31/2023 | Cincinnati Financial Corp | 90,000 | $15,309 | 12/31/2023 | JPM | 90,000 | $15,309 | 12/31/2023 | Biondo Investment Advisors LLC | 89,928 | $15,297 | 12/31/2023 | JPM | 89,928 | $15,297 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 76,166 | $15,256 | 03/31/2024 | JPM | 76,166 | $15,256 | 03/31/2024 | Valicenti Advisory Services Inc. | 76,148 | $15,252 | 03/31/2024 | JPM | 76,148 | $15,252 | 03/31/2024 | Iowa State Bank | 76,082 | $15,239 | 03/31/2024 | JPM | 76,082 | $15,239 | 03/31/2024 | Woodley Farra Manion Portfolio Management Inc. | 88,896 | $15,121 | 12/31/2023 | JPM | 88,896 | $15,121 | 12/31/2023 | Novare Capital Management LLC | 88,871 | $15,117 | 12/31/2023 | JPM | 88,871 | $15,117 | 12/31/2023 | CWA Asset Management Group LLC | 88,626 | $15,075 | 12/31/2023 | JPM | 88,626 | $15,075 | 12/31/2023 | Thompson Siegel & Walmsley LLC | 87,554 | $14,893 | 12/31/2023 | JPM | 87,554 | $14,893 | 12/31/2023 | Earnest Partners LLC | 87,357 | $14,859 | 12/31/2023 | JPM | 87,357 | $14,859 | 12/31/2023 | Community Bank of Raymore | 74,048 | $14,832 | 03/31/2024 | JPM | 74,048 | $14,832 | 03/31/2024 | We Are One Seven LLC | 87,139 | $14,822 | 12/31/2023 | JPM | 87,139 | $14,822 | 12/31/2023 | Montag A & Associates Inc. | 86,933 | $14,787 | 12/31/2023 | JPM | 86,933 | $14,787 | 12/31/2023 | Allied Investment Advisors LLC | 73,756 | $14,773 | 03/31/2024 | JPM | 73,756 | $14,773 | 03/31/2024 | Cohen Capital Management Inc. | 86,553 | $14,723 | 12/31/2023 | JPM | 86,553 | $14,723 | 12/31/2023 | Lyell Wealth Management LP | 86,483 | $14,711 | 12/31/2023 | JPM | 86,483 | $14,711 | 12/31/2023 | Sowell Financial Services LLC | 86,315 | $14,682 | 12/31/2023 | JPM | 86,315 | $14,682 | 12/31/2023 | Cape Cod Five Cents Savings Bank | 86,096 | $14,645 | 12/31/2023 | JPM | 86,096 | $14,645 | 12/31/2023 | Bleakley Financial Group LLC | 85,890 | $14,610 | 12/31/2023 | JPM | 85,890 | $14,610 | 12/31/2023 | Hoylecohen LLC | 85,883 | $14,609 | 12/31/2023 | JPM | 85,883 | $14,609 | 12/31/2023 | Cohen Klingenstein LLC | 72,700 | $14,562 | 03/31/2024 | JPM | 72,700 | $14,562 | 03/31/2024 | Grand Jean Capital Management Inc. | 85,008 | $14,460 | 12/31/2023 | JPM | 85,008 | $14,460 | 12/31/2023 | Ritholtz Wealth Management | 71,921 | $14,406 | 03/31/2024 | JPM | 71,921 | $14,406 | 03/31/2024 | James Investment Research Inc. | 84,394 | $14,355 | 12/31/2023 | JPM | 84,394 | $14,355 | 12/31/2023 | Barlow Wealth Partners Inc. | 78,411 | $14,333 | 03/31/2024 | JPM | 78,411 | $14,333 | 03/31/2024 | Empowered Funds LLC | 84,159 | $14,315 | 12/31/2023 | JPM | 84,159 | $14,315 | 12/31/2023 | Palisade Asset Management LLC | 84,044 | $14,296 | 12/31/2023 | JPM | 84,044 | $14,296 | 12/31/2023 | Tufton Capital Management | 83,981 | $14,285 | 12/31/2023 | JPM | 83,981 | $14,285 | 12/31/2023 | Woodstock Corp | 71,237 | $14,269 | 03/31/2024 | JPM | 71,237 | $14,269 | 03/31/2024 | Cannell Peter B & Co. Inc. | 83,796 | $14,254 | 12/31/2023 | JPM | 83,796 | $14,254 | 12/31/2023 | Everence Capital Management Inc. | 83,705 | $14,238 | 12/31/2023 | JPM | 83,705 | $14,238 | 12/31/2023 | Allworth Financial LP | 83,644 | $14,228 | 12/31/2023 | JPM | 83,644 | $14,228 | 12/31/2023 | Nixon Peabody Trust Co. | 83,499 | $14,203 | 12/31/2023 | JPM | 83,499 | $14,203 | 12/31/2023 | Fort Sheridan Advisors LLC | 83,439 | $14,193 | 12/31/2023 | JPM | 83,439 | $14,193 | 12/31/2023 | Kavar Capital Partners Group LLC | 83,390 | $14,185 | 12/31/2023 | JPM | 83,390 | $14,185 | 12/31/2023 | Rice Partnership LLC | 83,331 | $14,175 | 12/31/2023 | JPM | 83,331 | $14,175 | 12/31/2023 | Legacy Private Trust Co. | 70,434 | $14,108 | 03/31/2024 | JPM | 70,434 | $14,108 | 03/31/2024 | WealthBridge Investment Counsel Inc. | 70,331 | $14,087 | 03/31/2024 | JPM | 70,331 | $14,087 | 03/31/2024 | Coldstream Capital Management Inc. | 82,695 | $14,066 | 12/31/2023 | JPM | 82,695 | $14,066 | 12/31/2023 | Transcend Wealth Collective LLC | 82,581 | $14,047 | 12/31/2023 | JPM | 82,581 | $14,047 | 12/31/2023 | Foundations Investment Advisors LLC | 80,487 | $13,983 | 12/31/2023 | JPM | 80,487 | $13,983 | 12/31/2023 | Eagle Ridge Investment Management | 69,806 | $13,982 | 03/31/2024 | JPM | 69,806 | $13,982 | 03/31/2024 | PFG Investments LLC | 69,781 | $13,977 | 03/31/2024 | JPM | 69,781 | $13,977 | 03/31/2024 | Haverford Financial Services Inc. | 81,755 | $13,907 | 12/31/2023 | JPM | 81,755 | $13,907 | 12/31/2023 | Chemung Canal Trust Co. | 69,328 | $13,886 | 03/31/2024 | JPM | 69,328 | $13,886 | 03/31/2024 | Vinva Investment Management Ltd | 81,483 | $13,877 | 12/31/2023 | JPM | 81,483 | $13,877 | 12/31/2023 | CBOE Vest Financial LLC | 81,514 | $13,866 | 12/31/2023 | JPM | 81,514 | $13,866 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | 81,497 | $13,863 | 12/31/2023 | JPM | 81,497 | $13,863 | 12/31/2023 | Toroso Investments LLC | | $13,856 | 12/31/2023 | JPM | 80,142 | $13,632 | 12/31/2023 | Call | 365 | $224 | 12/31/2023 | Country Club Bank GFN | 69,012 | $13,823 | 03/31/2024 | JPM | 69,012 | $13,823 | 03/31/2024 | Community Bank N.A. | 81,173 | $13,807 | 12/31/2023 | JPM | 81,173 | $13,807 | 12/31/2023 | Sheaff Brock Investment Advisors LLC | 80,906 | $13,762 | 12/31/2023 | JPM | 80,906 | $13,762 | 12/31/2023 | Miramar Capital LLC | 80,553 | $13,702 | 12/31/2023 | JPM | 80,553 | $13,702 | 12/31/2023 | Harbor Investment Advisory LLC | 68,374 | $13,695 | 03/31/2024 | JPM | 68,374 | $13,695 | 03/31/2024 | Integrated Advisors Network LLC | 80,505 | $13,694 | 12/31/2023 | JPM | 80,505 | $13,694 | 12/31/2023 | Pictet North America Advisors SA | 80,316 | $13,662 | 12/31/2023 | JPM | 80,316 | $13,662 | 12/31/2023 | FourThought Financial Partners LLC | 80,022 | $13,612 | 12/31/2023 | JPM | 80,022 | $13,612 | 12/31/2023 | General American Investors Co. Inc. | 80,000 | $13,608 | 12/31/2023 | JPM | 80,000 | $13,608 | 12/31/2023 | Matthew 25 Management Corp | 80,000 | $13,608 | 12/31/2023 | JPM | 80,000 | $13,608 | 12/31/2023 | Archon Partners LLC | 80,000 | $13,608 | 12/31/2023 | JPM | 80,000 | $13,608 | 12/31/2023 | NatWest Group plc | 67,910 | $13,602 | 03/31/2024 | JPM | 67,910 | $13,602 | 03/31/2024 | Baltimore Washington Financial Advisors Inc. | 79,886 | $13,589 | 12/31/2023 | JPM | 79,886 | $13,589 | 12/31/2023 | Avitas Wealth Management LLC | 67,812 | $13,583 | 03/31/2024 | JPM | 67,812 | $13,583 | 03/31/2024 | BKD Wealth Advisors LLC | 67,707 | $13,562 | 03/31/2024 | JPM | 67,707 | $13,562 | 03/31/2024 | Motley Fool Asset Management LLC | 79,608 | $13,541 | 12/31/2023 | JPM | 79,608 | $13,541 | 12/31/2023 | Griffin Asset Management Inc. | 67,219 | $13,464 | 03/31/2024 | JPM | 67,219 | $13,464 | 03/31/2024 | Chicago Partners Investment Group LLC | 78,785 | $13,433 | 12/31/2023 | JPM | 78,785 | $13,433 | 12/31/2023 | Siemens Fonds Invest GmbH | 78,788 | $13,402 | 12/31/2023 | JPM | 78,788 | $13,402 | 12/31/2023 | Circle Wealth Management LLC | 78,570 | $13,365 | 12/31/2023 | JPM | 78,570 | $13,365 | 12/31/2023 | GDS Wealth Management | 66,654 | $13,351 | 03/31/2024 | JPM | 66,654 | $13,351 | 03/31/2024 | Stratos Wealth Advisors LLC | 66,637 | $13,348 | 03/31/2024 | JPM | 66,637 | $13,348 | 03/31/2024 | Cyndeo Wealth Partners LLC | 66,338 | $13,288 | 03/31/2024 | JPM | 66,338 | $13,288 | 03/31/2024 | GLOBALT Investments LLC GA | 77,997 | $13,267 | 12/31/2023 | JPM | 77,997 | $13,267 | 12/31/2023 | Coppell Advisory Solutions LLC | 77,824 | $13,238 | 12/31/2023 | JPM | 77,824 | $13,238 | 12/31/2023 | Winslow Asset Management Inc. | 77,787 | $13,232 | 12/31/2023 | JPM | 77,787 | $13,232 | 12/31/2023 | Connors Investor Services Inc. | 77,513 | $13,185 | 12/31/2023 | JPM | 77,513 | $13,185 | 12/31/2023 | Strategic Wealth Designers | 77,436 | $13,172 | 12/31/2023 | JPM | 77,436 | $13,172 | 12/31/2023 | Twin Capital Management Inc. | 77,365 | $13,160 | 12/31/2023 | JPM | 77,365 | $13,160 | 12/31/2023 | King Wealth | 77,334 | $13,154 | 12/31/2023 | JPM | 77,334 | $13,154 | 12/31/2023 | Schnieders Capital Management LLC | 77,208 | $13,133 | 12/31/2023 | JPM | 77,208 | $13,133 | 12/31/2023 | Royal Fund Management LLC | | $13,125 | 03/31/2024 | JPM | 63,004 | $12,624 | 03/31/2024 | Call | 2,500 | $501 | 03/31/2024 | Wells Trecaso Financial Group LLC | 65,285 | $13,076 | 03/31/2024 | JPM | 65,285 | $13,076 | 03/31/2024 | German American Bancorp Inc. | 76,733 | $13,052 | 12/31/2023 | JPM | 76,733 | $13,052 | 12/31/2023 | Buffington Mohr McNeal | 65,052 | $13,030 | 03/31/2024 | JPM | 65,052 | $13,030 | 03/31/2024 | Buckley Wealth Management LLC | 64,851 | $12,990 | 03/31/2024 | JPM | 64,851 | $12,990 | 03/31/2024 | North Star Asset Management Inc. | 76,356 | $12,988 | 12/31/2023 | JPM | 76,356 | $12,988 | 12/31/2023 | Alberta Investment Management Corp | 76,100 | $12,945 | 12/31/2023 | JPM | 76,100 | $12,945 | 12/31/2023 | Telos Capital Management Inc. | 75,986 | $12,925 | 12/31/2023 | JPM | 75,986 | $12,925 | 12/31/2023 | Thompson Investment Management Inc. | | $12,918 | 03/31/2024 | JPM | 63,726 | $12,764 | 03/31/2024 | JPM.PRK | 3,000 | $64 | 03/31/2024 | JPM.PRM | 3,000 | $60 | 03/31/2024 | JPM.PRD | 1,200 | $30 | 03/31/2024 | FJ Investments LLC | 75,404 | $12,826 | 12/31/2023 | JPM | 75,404 | $12,826 | 12/31/2023 | NewSquare Capital LLC | 76,105 | $12,823 | 12/31/2023 | JPM | 76,105 | $12,823 | 12/31/2023 | Viking Fund Management LLC | 64,000 | $12,819 | 03/31/2024 | JPM | 64,000 | $12,819 | 03/31/2024 | NJ State Employees Deferred Compensation Plan | 74,800 | $12,723 | 12/31/2023 | JPM | 74,800 | $12,723 | 12/31/2023 | Live Oak Private Wealth LLC | 63,445 | $12,708 | 03/31/2024 | JPM | 63,445 | $12,708 | 03/31/2024 | Foster & Motley Inc. | 63,420 | $12,703 | 03/31/2024 | JPM | 63,420 | $12,703 | 03/31/2024 | Camden Capital LLC | 74,606 | $12,690 | 12/31/2023 | JPM | 74,606 | $12,690 | 12/31/2023 | 1ST Source Bank | 74,577 | $12,686 | 12/31/2023 | JPM | 74,577 | $12,686 | 12/31/2023 | Bank of Nova Scotia Trust Co. | 74,410 | $12,657 | 12/31/2023 | JPM | 74,410 | $12,657 | 12/31/2023 | Ossiam | 74,360 | $12,649 | 12/31/2023 | JPM | 74,360 | $12,649 | 12/31/2023 | Boston Financial Mangement LLC | 74,324 | $12,643 | 12/31/2023 | JPM | 74,324 | $12,643 | 12/31/2023 | Global Retirement Partners LLC | 62,914 | $12,602 | 03/31/2024 | JPM | 62,914 | $12,602 | 03/31/2024 | Spinnaker Trust | 74,076 | $12,600 | 12/31/2023 | JPM | 74,076 | $12,600 | 12/31/2023 | Capital Markets Trading UK LLP | | $12,597 | 12/31/2023 | Call | 254,300 | $43,256 | 12/31/2023 | Put | 188,300 | $32,030 | 12/31/2023 | JPM | 8,062 | $1,371 | 12/31/2023 | Miracle Mile Advisors LLC | 62,615 | $12,542 | 03/31/2024 | JPM | 62,615 | $12,542 | 03/31/2024 | Simmons Bank | 73,659 | $12,529 | 12/31/2023 | JPM | 73,659 | $12,529 | 12/31/2023 | Carmel Capital Management L.L.C. | 62,433 | $12,505 | 03/31/2024 | JPM | 62,433 | $12,505 | 03/31/2024 | Level Four Advisory Services LLC | 73,431 | $12,491 | 12/31/2023 | JPM | 73,431 | $12,491 | 12/31/2023 | Girard Partners LTD. | 73,393 | $12,484 | 12/31/2023 | JPM | 73,393 | $12,484 | 12/31/2023 | Heritage Trust Co | 73,031 | $12,423 | 12/31/2023 | JPM | 73,031 | $12,423 | 12/31/2023 | Sara Bay Financial | 62,211 | $12,376 | 03/31/2024 | JPM | 62,211 | $12,376 | 03/31/2024 | Strategy Asset Managers LLC | 72,683 | $12,363 | 12/31/2023 | JPM | 72,683 | $12,363 | 12/31/2023 | Mitchell Sinkler & Starr PA | 72,564 | $12,343 | 12/31/2023 | JPM | 72,564 | $12,343 | 12/31/2023 | Xcel Wealth Management LLC | 61,510 | $12,320 | 03/31/2024 | JPM | 61,510 | $12,320 | 03/31/2024 | Castleark Management LLC | 72,365 | $12,309 | 12/31/2023 | JPM | 72,365 | $12,309 | 12/31/2023 | Holowesko Partners Ltd. | 72,100 | $12,264 | 12/31/2023 | JPM | 72,100 | $12,264 | 12/31/2023 | Cypress Capital Group | 71,619 | $12,182 | 12/31/2023 | JPM | 71,619 | $12,182 | 12/31/2023 | Financiere des Professionnels Fonds d investissement inc. | 60,735 | $12,165 | 03/31/2024 | JPM | 60,735 | $12,165 | 03/31/2024 | SFE Investment Counsel | 71,317 | $12,131 | 12/31/2023 | JPM | 71,317 | $12,131 | 12/31/2023 | Van Hulzen Asset Management LLC | 71,211 | $12,113 | 12/31/2023 | JPM | 71,211 | $12,113 | 12/31/2023 | Stolper Co | 60,157 | $12,049 | 03/31/2024 | JPM | 60,157 | $12,049 | 03/31/2024 | Next Level Private LLC | 59,917 | $12,001 | 03/31/2024 | JPM | 59,917 | $12,001 | 03/31/2024 | Essex Financial Services Inc. | 59,858 | $11,990 | 03/31/2024 | JPM | 59,858 | $11,990 | 03/31/2024 | Journey Advisory Group LLC | 70,194 | $11,940 | 12/31/2023 | JPM | 70,194 | $11,940 | 12/31/2023 | Pettee Investors Inc. | 70,042 | $11,914 | 12/31/2023 | JPM | 70,042 | $11,914 | 12/31/2023 | Pettyjohn Wood & White Inc. | 69,980 | $11,904 | 12/31/2023 | JPM | 69,980 | $11,904 | 12/31/2023 | Signaturefd LLC | 69,801 | $11,873 | 12/31/2023 | JPM | 69,801 | $11,873 | 12/31/2023 | Cornerstone Wealth Group LLC | 59,270 | $11,872 | 03/31/2024 | JPM | 59,270 | $11,872 | 03/31/2024 | Addenda Capital Inc. | 59,243 | $11,866 | 03/31/2024 | JPM | 59,243 | $11,866 | 03/31/2024 | Red Door Wealth Management LLC | 59,205 | $11,859 | 03/31/2024 | JPM | 59,205 | $11,859 | 03/31/2024 | AR Asset Management Inc. | | $11,855 | 12/31/2023 | JPM | 65,231 | $11,096 | 12/31/2023 | JPM.PRC | 30,000 | $759 | 12/31/2023 | Perennial Advisors LLC | 58,433 | $11,704 | 03/31/2024 | JPM | 58,433 | $11,704 | 03/31/2024 | GAM Holding AG | 68,659 | $11,679 | 12/31/2023 | JPM | 68,659 | $11,679 | 12/31/2023 | Diversified Trust Co | 58,258 | $11,669 | 03/31/2024 | JPM | 58,258 | $11,669 | 03/31/2024 | Constitution Capital LLC | 58,148 | $11,647 | 03/31/2024 | JPM | 58,148 | $11,647 | 03/31/2024 | Wellington Shields Capital Management LLC | 68,254 | $11,610 | 12/31/2023 | JPM | 68,254 | $11,610 | 12/31/2023 | Concurrent Investment Advisors LLC | 68,218 | $11,604 | 12/31/2023 | JPM | 68,218 | $11,604 | 12/31/2023 | RSM US Wealth Management LLC | 68,139 | $11,590 | 12/31/2023 | JPM | 68,139 | $11,590 | 12/31/2023 | Naples Global Advisors LLC | 67,771 | $11,528 | 12/31/2023 | JPM | 67,771 | $11,528 | 12/31/2023 | Cardinal Capital Management | 57,445 | $11,506 | 03/31/2024 | JPM | 57,445 | $11,506 | 03/31/2024 | One Capital Management LLC | 67,529 | $11,487 | 12/31/2023 | JPM | 67,529 | $11,487 | 12/31/2023 | Radnor Capital Management LLC | 56,957 | $11,408 | 03/31/2024 | JPM | 56,957 | $11,408 | 03/31/2024 | Barbara Oil Co. | 67,000 | $11,397 | 12/31/2023 | JPM | 67,000 | $11,397 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 56,670 | $11,351 | 03/31/2024 | JPM | 56,670 | $11,351 | 03/31/2024 | Stevens Capital Management LP | 66,672 | $11,341 | 12/31/2023 | JPM | 66,672 | $11,341 | 12/31/2023 | Greystone Financial Group LLC | 56,389 | $11,295 | 03/31/2024 | JPM | 56,389 | $11,295 | 03/31/2024 | GAMMA Investing LLC | 56,159 | $11,249 | 03/31/2024 | JPM | 56,159 | $11,249 | 03/31/2024 | M&R Capital Management Inc. | 56,069 | $11,226 | 03/31/2024 | JPM | 56,069 | $11,226 | 03/31/2024 | Chicago Capital LLC | 55,965 | $11,210 | 03/31/2024 | JPM | 55,965 | $11,210 | 03/31/2024 | Plimoth Trust Co. LLC | 55,958 | $11,208 | 03/31/2024 | JPM | 55,958 | $11,208 | 03/31/2024 | Lynch & Associates IN | 55,904 | $11,198 | 03/31/2024 | JPM | 55,904 | $11,198 | 03/31/2024 | JCIC Asset Management Inc. | 65,821 | $11,196 | 12/31/2023 | JPM | 65,821 | $11,196 | 12/31/2023 | Overbrook Management Corp | 55,705 | $11,158 | 03/31/2024 | JPM | 55,705 | $11,158 | 03/31/2024 | L & S Advisors Inc | | $11,149 | 12/31/2023 | JPM | 64,349 | $10,946 | 12/31/2023 | FIXED | 205,000 | $203 | 12/31/2023 | New England Asset Management Inc. | 65,090 | $11,072 | 12/31/2023 | JPM | 65,090 | $11,072 | 12/31/2023 | Hartford Financial Management Inc. | 55,179 | $11,052 | 03/31/2024 | JPM | 55,179 | $11,052 | 03/31/2024 | Tokio Marine Asset Management Co. Ltd. | 64,940 | $11,046 | 12/31/2023 | JPM | 64,940 | $11,046 | 12/31/2023 | Symmetry Partners LLC | 54,992 | $11,015 | 03/31/2024 | JPM | 54,992 | $11,015 | 03/31/2024 | Family Capital Trust Co | 54,879 | $10,992 | 03/31/2024 | JPM | 54,879 | $10,992 | 03/31/2024 | Scissortail Wealth Management LLC | 63,455 | $10,961 | 12/31/2023 | JPM | 63,455 | $10,961 | 12/31/2023 | David Loasby | 63,221 | $10,891 | 12/31/2023 | JPM | 63,221 | $10,891 | 12/31/2023 | Buckingham Strategic Wealth LLC | 63,955 | $10,879 | 12/31/2023 | JPM | 63,955 | $10,879 | 12/31/2023 | Edge Capital Group LLC | 63,881 | $10,866 | 12/31/2023 | JPM | 63,881 | $10,866 | 12/31/2023 | Invictus Private Wealth LLC | 63,854 | $10,862 | 12/31/2023 | JPM | 63,854 | $10,862 | 12/31/2023 | Fundamentun LLC | 54,225 | $10,861 | 03/31/2024 | JPM | 54,225 | $10,861 | 03/31/2024 | DORCHESTER WEALTH MANAGEMENT Co | 63,784 | $10,850 | 12/31/2023 | JPM | 63,784 | $10,850 | 12/31/2023 | Horizon Investments LLC | 64,119 | $10,840 | 12/31/2023 | JPM | 64,119 | $10,840 | 12/31/2023 | Laurel Wealth Advisors LLC | 63,534 | $10,807 | 12/31/2023 | JPM | 63,534 | $10,807 | 12/31/2023 | Mirador Capital Partners LP | 53,922 | $10,801 | 03/31/2024 | JPM | 53,922 | $10,801 | 03/31/2024 | Visionary Wealth Advisors | 63,474 | $10,797 | 12/31/2023 | JPM | 63,474 | $10,797 | 12/31/2023 | Barometer Capital Management Inc. | 63,813 | $10,788 | 12/31/2023 | JPM | 63,813 | $10,788 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 62,951 | $10,708 | 12/31/2023 | JPM | 62,951 | $10,708 | 12/31/2023 | Hills Bank & Trust Co | 62,944 | $10,707 | 12/31/2023 | JPM | 62,944 | $10,707 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 62,788 | $10,680 | 12/31/2023 | JPM | 62,788 | $10,680 | 12/31/2023 | Asset Dedication LLC | 53,315 | $10,679 | 03/31/2024 | JPM | 53,315 | $10,679 | 03/31/2024 | Fulton Bank N.A. | 53,169 | $10,650 | 03/31/2024 | JPM | 53,169 | $10,650 | 03/31/2024 | Hoertkorn Richard Charles | 62,366 | $10,608 | 12/31/2023 | JPM | 62,366 | $10,608 | 12/31/2023 | Fagan Associates Inc. | 62,366 | $10,608 | 12/31/2023 | JPM | 62,366 | $10,608 | 12/31/2023 | Baker Ellis Asset Management LLC | 52,922 | $10,600 | 03/31/2024 | JPM | 52,922 | $10,600 | 03/31/2024 | Fulcrum Capital LLC | 52,889 | $10,594 | 03/31/2024 | JPM | 52,889 | $10,594 | 03/31/2024 | Shell Asset Management Co. | 62,175 | $10,576 | 12/31/2023 | JPM | 62,175 | $10,576 | 12/31/2023 | Vestcor Inc | 61,883 | $10,526 | 12/31/2023 | JPM | 61,883 | $10,526 | 12/31/2023 | Venator Management LLC | 61,875 | $10,525 | 12/31/2023 | JPM | 61,875 | $10,525 | 12/31/2023 | Cypress Asset Management Inc. TX | 61,764 | $10,506 | 12/31/2023 | JPM | 61,764 | $10,506 | 12/31/2023 | Compass Wealth Management LLC | 52,232 | $10,462 | 03/31/2024 | JPM | 52,232 | $10,462 | 03/31/2024 | Harrell Investment Partners LLC | 61,369 | $10,439 | 12/31/2023 | JPM | 61,369 | $10,439 | 12/31/2023 | Greenwood Capital Associates LLC | 61,246 | $10,418 | 12/31/2023 | JPM | 61,246 | $10,418 | 12/31/2023 | BancorpSouth Bank | 61,102 | $10,394 | 12/31/2023 | JPM | 61,102 | $10,394 | 12/31/2023 | Spectrum Wealth Counsel LLC | 60,847 | $10,350 | 12/31/2023 | JPM | 60,847 | $10,350 | 12/31/2023 | Zuckerman Investment Group LLC | 60,523 | $10,295 | 12/31/2023 | JPM | 60,523 | $10,295 | 12/31/2023 | Princeton Global Asset Management LLC | 60,513 | $10,293 | 12/31/2023 | JPM | 60,513 | $10,293 | 12/31/2023 | AIA Group Ltd | 60,471 | $10,286 | 12/31/2023 | JPM | 60,471 | $10,286 | 12/31/2023 | Meritage Portfolio Management | 60,320 | $10,260 | 12/31/2023 | JPM | 60,320 | $10,260 | 12/31/2023 | Shorepoint Capital Partners LLC | 60,292 | $10,256 | 12/31/2023 | JPM | 60,292 | $10,256 | 12/31/2023 | Lakeview Capital Partners LLC | 60,243 | $10,247 | 12/31/2023 | JPM | 60,243 | $10,247 | 12/31/2023 | Wealthcare Advisory Partners LLC | 50,960 | $10,207 | 03/31/2024 | JPM | 50,960 | $10,207 | 03/31/2024 | NWI Management LP | 60,000 | $10,206 | 12/31/2023 | JPM | 60,000 | $10,206 | 12/31/2023 | Access Investment Management LLC | 60,000 | $10,206 | 12/31/2023 | JPM | 60,000 | $10,206 | 12/31/2023 | Teamwork Financial Advisors LLC | 50,739 | $10,163 | 03/31/2024 | JPM | 50,739 | $10,163 | 03/31/2024 | Boyer & Corporon Wealth Management LLC | 59,552 | $10,130 | 12/31/2023 | JPM | 59,552 | $10,130 | 12/31/2023 | Bridge Creek Capital Management LLC | 50,534 | $10,122 | 03/31/2024 | JPM | 50,534 | $10,122 | 03/31/2024 | American National Bank | 50,501 | $10,115 | 03/31/2024 | JPM | 50,501 | $10,115 | 03/31/2024 | River Wealth Advisors LLC | 59,431 | $10,109 | 12/31/2023 | JPM | 59,431 | $10,109 | 12/31/2023 | Stablepoint Partners LLC | 50,398 | $10,095 | 03/31/2024 | JPM | 50,398 | $10,095 | 03/31/2024 | XML Financial LLC | 59,108 | $10,054 | 12/31/2023 | JPM | 59,108 | $10,054 | 12/31/2023 | Freemont Management S.A. | 59,100 | $10,053 | 12/31/2023 | JPM | 59,100 | $10,053 | 12/31/2023 | Bard Financial Services Inc. | 59,025 | $10,040 | 12/31/2023 | JPM | 59,025 | $10,040 | 12/31/2023 | Camden National Bank | 58,914 | $10,021 | 12/31/2023 | JPM | 58,914 | $10,021 | 12/31/2023 | Bank of Hawaii | 58,882 | $10,016 | 12/31/2023 | JPM | 58,882 | $10,016 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 58,854 | $10,011 | 12/31/2023 | JPM | 58,854 | $10,011 | 12/31/2023 | First Hawaiian Bank | 49,625 | $9,940 | 03/31/2024 | JPM | 49,625 | $9,940 | 03/31/2024 | Bridgecreek Investment Management LLC | 58,351 | $9,926 | 12/31/2023 | JPM | 58,351 | $9,926 | 12/31/2023 | First Western Trust Bank | 58,307 | $9,918 | 12/31/2023 | JPM | 58,307 | $9,918 | 12/31/2023 | American National Bank & Trust Co. VA | 49,333 | $9,881 | 03/31/2024 | JPM | 49,333 | $9,881 | 03/31/2024 | Honkamp Krueger Financial Services Inc. | 58,073 | $9,878 | 12/31/2023 | JPM | 58,073 | $9,878 | 12/31/2023 | GFS Advisors LLC | 57,978 | $9,862 | 12/31/2023 | JPM | 57,978 | $9,862 | 12/31/2023 | Mengis Capital Management Inc. | 57,954 | $9,858 | 12/31/2023 | JPM | 57,954 | $9,858 | 12/31/2023 | Gotham Asset Management LLC | 57,925 | $9,853 | 12/31/2023 | JPM | 57,925 | $9,853 | 12/31/2023 | Patton Albertson Miller Group LLC | 49,077 | $9,830 | 03/31/2024 | JPM | 49,077 | $9,830 | 03/31/2024 | Coerente Capital Management | 48,761 | $9,767 | 03/31/2024 | JPM | 48,761 | $9,767 | 03/31/2024 | Waratah Capital Advisors Ltd. | 57,284 | $9,744 | 12/31/2023 | JPM | 57,284 | $9,744 | 12/31/2023 | Rocky Mountain Advisers LLC | 57,240 | $9,737 | 12/31/2023 | JPM | 57,240 | $9,737 | 12/31/2023 | Independent Investors Inc. | 57,049 | $9,704 | 12/31/2023 | JPM | 57,049 | $9,704 | 12/31/2023 | Apriem Advisors | 57,035 | $9,702 | 12/31/2023 | JPM | 57,035 | $9,702 | 12/31/2023 | Harbour Capital Advisors LLC | 48,760 | $9,696 | 03/31/2024 | JPM | 48,760 | $9,696 | 03/31/2024 | First Merchants Corp | 56,989 | $9,694 | 12/31/2023 | JPM | 56,989 | $9,694 | 12/31/2023 | Financial Partners Group LLC | 48,347 | $9,684 | 03/31/2024 | JPM | 48,347 | $9,684 | 03/31/2024 | Bangor Savings Bank | 48,312 | $9,677 | 03/31/2024 | JPM | 48,312 | $9,677 | 03/31/2024 | Sigma Investment Counselors Inc. | 56,835 | $9,668 | 12/31/2023 | JPM | 56,835 | $9,668 | 12/31/2023 | Trueblood Wealth Management LLC | 56,652 | $9,637 | 12/31/2023 | JPM | 56,652 | $9,637 | 12/31/2023 | Principal Securities Inc. | 56,650 | $9,636 | 12/31/2023 | JPM | 56,650 | $9,636 | 12/31/2023 | HTLF Bank | 56,603 | $9,628 | 12/31/2023 | JPM | 56,603 | $9,628 | 12/31/2023 | Gluskin Sheff & Assoc Inc. | 56,497 | $9,610 | 12/31/2023 | JPM | 56,497 | $9,610 | 12/31/2023 | EagleClaw Capital Managment LLC | 56,480 | $9,607 | 12/31/2023 | JPM | 56,480 | $9,607 | 12/31/2023 | Skylands Capital LLC | 56,450 | $9,602 | 12/31/2023 | JPM | 56,450 | $9,602 | 12/31/2023 | Sompo Asset Management Co. Ltd. | 56,419 | $9,597 | 12/31/2023 | JPM | 56,419 | $9,597 | 12/31/2023 | Socorro Asset Management LP | 56,321 | $9,580 | 12/31/2023 | JPM | 56,321 | $9,580 | 12/31/2023 | Concentric Capital Strategies LP | 56,241 | $9,567 | 12/31/2023 | JPM | 56,241 | $9,567 | 12/31/2023 | Clough Capital Partners L P | 56,200 | $9,560 | 12/31/2023 | JPM | 56,200 | $9,560 | 12/31/2023 | Pioneer Trust Bank N A OR | 55,996 | $9,525 | 12/31/2023 | JPM | 55,996 | $9,525 | 12/31/2023 | Capital Analysts LLC | 55,994 | $9,525 | 12/31/2023 | JPM | 55,994 | $9,525 | 12/31/2023 | IHT Wealth Management LLC | 55,980 | $9,522 | 12/31/2023 | JPM | 55,980 | $9,522 | 12/31/2023 | Mitchell Capital Management Co. | 55,930 | $9,514 | 12/31/2023 | JPM | 55,930 | $9,514 | 12/31/2023 | Community Bank & Trust Waco Texas | 47,380 | $9,490 | 03/31/2024 | JPM | 47,380 | $9,490 | 03/31/2024 | Inlet Private Wealth LLC | 55,596 | $9,457 | 12/31/2023 | JPM | 55,596 | $9,457 | 12/31/2023 | Wealth Advisory Solutions LLC | 46,873 | $9,389 | 03/31/2024 | JPM | 46,873 | $9,389 | 03/31/2024 | Roundview Capital LLC | 55,006 | $9,356 | 12/31/2023 | JPM | 55,006 | $9,356 | 12/31/2023 | Brown Shipley& Co Ltd | 54,797 | $9,321 | 12/31/2023 | JPM | 54,797 | $9,321 | 12/31/2023 | Sontag Advisory LLC | 54,535 | $9,276 | 12/31/2023 | JPM | 54,535 | $9,276 | 12/31/2023 | Wetzel Investment Advisors Inc. | 46,227 | $9,259 | 03/31/2024 | JPM | 46,227 | $9,259 | 03/31/2024 | WESPAC Advisors SoCal LLC | 46,214 | $9,257 | 03/31/2024 | JPM | 46,214 | $9,257 | 03/31/2024 | RiverFront Investment Group LLC | 54,421 | $9,256 | 12/31/2023 | JPM | 54,421 | $9,256 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 48,712 | $9,227 | 03/31/2024 | JPM | 48,712 | $9,227 | 03/31/2024 | B & T Capital Management DBA Alpha Capital Management | 46,015 | $9,217 | 03/31/2024 | JPM | 46,015 | $9,217 | 03/31/2024 | Lake Street Financial LLC | 45,985 | $9,211 | 03/31/2024 | JPM | 45,985 | $9,211 | 03/31/2024 | Shepherd Financial Partners LLC | 45,898 | $9,193 | 03/31/2024 | JPM | 45,898 | $9,193 | 03/31/2024 | Stony Point Wealth Management Inc. | 45,886 | $9,191 | 03/31/2024 | JPM | 45,886 | $9,191 | 03/31/2024 | Sumitomo Life Insurance Co. | 53,940 | $9,175 | 12/31/2023 | JPM | 53,940 | $9,175 | 12/31/2023 | Boyar Asset Management Inc. | 53,711 | $9,136 | 12/31/2023 | JPM | 53,711 | $9,136 | 12/31/2023 | Pittenger & Anderson Inc. | 53,652 | $9,126 | 12/31/2023 | JPM | 53,652 | $9,126 | 12/31/2023 | Ipswich Investment Management Co. Inc. | 45,544 | $9,123 | 03/31/2024 | JPM | 45,544 | $9,123 | 03/31/2024 | Rench Wealth Management Inc. | 53,551 | $9,109 | 12/31/2023 | JPM | 53,551 | $9,109 | 12/31/2023 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 45,401 | $9,094 | 03/31/2024 | JPM | 45,401 | $9,094 | 03/31/2024 | Brown Miller Wealth Management LLC | 45,284 | $9,070 | 03/31/2024 | JPM | 45,284 | $9,070 | 03/31/2024 | Stokes Capital Advisors LLC | 45,219 | $9,057 | 03/31/2024 | JPM | 45,219 | $9,057 | 03/31/2024 | Exane Asset Management | 45,142 | $9,042 | 03/31/2024 | JPM | 45,142 | $9,042 | 03/31/2024 | Meridian Wealth Advisors LLC | 53,029 | $9,020 | 12/31/2023 | JPM | 53,029 | $9,020 | 12/31/2023 | Canal Capital Management LLC | 45,018 | $9,017 | 03/31/2024 | JPM | 45,018 | $9,017 | 03/31/2024 | Independence Bank of Kentucky | 45,017 | $9,017 | 03/31/2024 | JPM | 45,017 | $9,017 | 03/31/2024 | Capstone Financial Advisors Inc. | 52,859 | $8,991 | 12/31/2023 | JPM | 52,859 | $8,991 | 12/31/2023 | KG&L Capital Management LLC | 53,003 | $8,988 | 12/31/2023 | JPM | 53,003 | $8,988 | 12/31/2023 | Mcrae Capital Management Inc. | 44,767 | $8,967 | 03/31/2024 | JPM | 44,767 | $8,967 | 03/31/2024 | Dividend Assets Capital LLC | 52,654 | $8,957 | 12/31/2023 | JPM | 52,654 | $8,957 | 12/31/2023 | Duncker Streett & Co. Inc. | 44,703 | $8,954 | 03/31/2024 | JPM | 44,703 | $8,954 | 03/31/2024 | AMG National Trust Bank | 52,452 | $8,922 | 12/31/2023 | JPM | 52,452 | $8,922 | 12/31/2023 | Cutler Investment Counsel LLC | 52,423 | $8,917 | 12/31/2023 | JPM | 52,423 | $8,917 | 12/31/2023 | Pacific Global Investment Management CO | 52,337 | $8,902 | 12/31/2023 | JPM | 52,337 | $8,902 | 12/31/2023 | Arkadios Wealth Advisors | 52,292 | $8,895 | 12/31/2023 | JPM | 52,292 | $8,895 | 12/31/2023 | Brave Asset Management Inc. | 52,275 | $8,892 | 12/31/2023 | JPM | 52,275 | $8,892 | 12/31/2023 | City Holding Co. | 44,360 | $8,885 | 03/31/2024 | JPM | 44,360 | $8,885 | 03/31/2024 | Elk River Wealth Management LLC | 44,276 | $8,869 | 03/31/2024 | JPM | 44,276 | $8,869 | 03/31/2024 | Bray Capital Advisors | 52,114 | $8,865 | 12/31/2023 | JPM | 52,114 | $8,865 | 12/31/2023 | NBC Securities Inc. | 44,232 | $8,859 | 03/31/2024 | JPM | 44,232 | $8,859 | 03/31/2024 | Flagship Harbor Advisors LLC | 44,199 | $8,853 | 03/31/2024 | JPM | 44,199 | $8,853 | 03/31/2024 | Frisch Financial Group Inc. | 52,003 | $8,846 | 12/31/2023 | JPM | 52,003 | $8,846 | 12/31/2023 | Intact Investment Management Inc. | 51,900 | $8,828 | 12/31/2023 | JPM | 51,900 | $8,828 | 12/31/2023 | Dfpg Investments LLC | 51,506 | $8,825 | 12/31/2023 | JPM | 51,506 | $8,825 | 12/31/2023 | Private Trust Co. NA | 44,005 | $8,814 | 03/31/2024 | JPM | 44,005 | $8,814 | 03/31/2024 | Ascent Wealth Partners LLC | 51,810 | $8,813 | 12/31/2023 | JPM | 51,810 | $8,813 | 12/31/2023 | Marietta Wealth Management LLC | 51,639 | $8,784 | 12/31/2023 | JPM | 51,639 | $8,784 | 12/31/2023 | Texas Capital Bank Wealth Management Services Inc. | 51,521 | $8,764 | 12/31/2023 | JPM | 51,521 | $8,764 | 12/31/2023 | Community Financial Services Group LLC | 43,712 | $8,756 | 03/31/2024 | JPM | 43,712 | $8,756 | 03/31/2024 | Ballast Advisors LLC | 51,455 | $8,752 | 12/31/2023 | JPM | 51,455 | $8,752 | 12/31/2023 | HGK Asset Management Inc. | 51,446 | $8,751 | 12/31/2023 | JPM | 51,446 | $8,751 | 12/31/2023 | Goelzer Investment Management Inc. | 51,317 | $8,729 | 12/31/2023 | JPM | 51,317 | $8,729 | 12/31/2023 | Asset Planning Services Inc. LA ADV | 43,577 | $8,728 | 03/31/2024 | JPM | 43,577 | $8,728 | 03/31/2024 | Fifth Third Wealth Advisors LLC | 43,557 | $8,724 | 03/31/2024 | JPM | 43,557 | $8,724 | 03/31/2024 | Westpac Banking Corp | 51,259 | $8,719 | 12/31/2023 | JPM | 51,259 | $8,719 | 12/31/2023 | Moneta Group Investment Advisors LLC | 51,224 | $8,713 | 12/31/2023 | JPM | 51,224 | $8,713 | 12/31/2023 | Summit Trail Advisors LLC | 43,352 | $8,683 | 03/31/2024 | JPM | 43,352 | $8,683 | 03/31/2024 | Consolidated Planning Corp | 51,046 | $8,683 | 12/31/2023 | JPM | 51,046 | $8,683 | 12/31/2023 | NBW Capital LLC | 50,964 | $8,669 | 12/31/2023 | JPM | 50,964 | $8,669 | 12/31/2023 | Western Wealth Management LLC | 50,931 | $8,663 | 12/31/2023 | JPM | 50,931 | $8,663 | 12/31/2023 | Smithbridge Asset Management Inc. DE | 50,901 | $8,658 | 12/31/2023 | JPM | 50,901 | $8,658 | 12/31/2023 | Commonwealth Retirement Investments LLC | 50,685 | $8,622 | 12/31/2023 | JPM | 50,685 | $8,622 | 12/31/2023 | Sage Mountain Advisors LLC | 42,994 | $8,612 | 03/31/2024 | JPM | 42,994 | $8,612 | 03/31/2024 | American Money Management LLC | 50,590 | $8,605 | 12/31/2023 | JPM | 50,590 | $8,605 | 12/31/2023 | Redmond Asset Management LLC | 50,545 | $8,598 | 12/31/2023 | JPM | 50,545 | $8,598 | 12/31/2023 | Dean Investment Associates LLC | 50,537 | $8,596 | 12/31/2023 | JPM | 50,537 | $8,596 | 12/31/2023 | Strategic Advisors LLC | 42,814 | $8,576 | 03/31/2024 | JPM | 42,814 | $8,576 | 03/31/2024 | D L Carlson Investment Group Inc. | 47,657 | $8,572 | 12/31/2023 | JPM | 47,657 | $8,572 | 12/31/2023 | Slagle Financial LLC | 50,178 | $8,535 | 12/31/2023 | JPM | 50,178 | $8,535 | 12/31/2023 | Wright Investors Service Inc. | 50,042 | $8,512 | 12/31/2023 | JPM | 50,042 | $8,512 | 12/31/2023 | Baldwin Investment Management LLC | 49,985 | $8,502 | 12/31/2023 | JPM | 49,985 | $8,502 | 12/31/2023 | Traynor Capital Management Inc. | 42,325 | $8,478 | 03/31/2024 | JPM | 42,325 | $8,478 | 03/31/2024 | AlphaCore Capital LLC | 49,701 | $8,454 | 12/31/2023 | JPM | 49,701 | $8,454 | 12/31/2023 | Claudia M.P. Batlle CRP R LLC | 49,599 | $8,437 | 12/31/2023 | JPM | 49,599 | $8,437 | 12/31/2023 | Jamison Private Wealth Management Inc. | 49,297 | $8,385 | 12/31/2023 | JPM | 49,297 | $8,385 | 12/31/2023 | Guyasuta Investment Advisors Inc. | 41,829 | $8,378 | 03/31/2024 | JPM | 41,829 | $8,378 | 03/31/2024 | Arvest Investments Inc. | 41,658 | $8,344 | 03/31/2024 | JPM | 41,658 | $8,344 | 03/31/2024 | Ascent Group LLC | 47,432 | $8,338 | 12/31/2023 | JPM | 47,432 | $8,338 | 12/31/2023 | Boston Family Office LLC | 48,964 | $8,329 | 12/31/2023 | JPM | 48,964 | $8,329 | 12/31/2023 | Strategic Global Advisors LLC | 48,748 | $8,292 | 12/31/2023 | JPM | 48,748 | $8,292 | 12/31/2023 | Claro Advisors LLC | 41,339 | $8,280 | 03/31/2024 | JPM | 41,339 | $8,280 | 03/31/2024 | Knights of Columbus Asset Advisors LLC | 48,623 | $8,271 | 12/31/2023 | JPM | 48,623 | $8,271 | 12/31/2023 | Amica Mutual Insurance Co. | 48,457 | $8,243 | 12/31/2023 | JPM | 48,457 | $8,243 | 12/31/2023 | Confluence Wealth Services Inc. | 41,133 | $8,239 | 03/31/2024 | JPM | 41,133 | $8,239 | 03/31/2024 | DoubleLine ETF Adviser LP | 48,409 | $8,234 | 12/31/2023 | JPM | 48,409 | $8,234 | 12/31/2023 | Wellington Shields & Co. LLC | 48,364 | $8,227 | 12/31/2023 | JPM | 48,364 | $8,227 | 12/31/2023 | Symmetry Investments LP | 48,366 | $8,227 | 12/31/2023 | JPM | 48,366 | $8,227 | 12/31/2023 | McGinn Investment Management Inc. | 48,339 | $8,222 | 12/31/2023 | JPM | 48,339 | $8,222 | 12/31/2023 | Selway Asset Management | 41,037 | $8,220 | 03/31/2024 | JPM | 41,037 | $8,220 | 03/31/2024 | Adalta Capital Management LLC | 48,209 | $8,200 | 12/31/2023 | JPM | 48,209 | $8,200 | 12/31/2023 | Stokes Family Office LLC | 48,189 | $8,197 | 12/31/2023 | JPM | 48,189 | $8,197 | 12/31/2023 | Profund Advisors LLC | 47,852 | $8,140 | 12/31/2023 | JPM | 47,852 | $8,140 | 12/31/2023 | Whalerock Point Partners LLC | 47,796,243 | $8,130 | 12/31/2023 | JPM | 47,796,243 | $8,130 | 12/31/2023 | Equitable Trust Co. | 47,792 | $8,129 | 12/31/2023 | JPM | 47,792 | $8,129 | 12/31/2023 | Meeder Advisory Services Inc. | 47,769 | $8,126 | 12/31/2023 | JPM | 47,769 | $8,126 | 12/31/2023 | Jacobi Capital Management LLC | 47,681 | $8,110 | 12/31/2023 | JPM | 47,681 | $8,110 | 12/31/2023 | OLD Second National Bank of Aurora | 47,667 | $8,108 | 12/31/2023 | JPM | 47,667 | $8,108 | 12/31/2023 | Alpha Omega Wealth Management LLC | 40,367 | $8,086 | 03/31/2024 | JPM | 40,367 | $8,086 | 03/31/2024 | Parcion Private Wealth LLC | 40,324 | $8,077 | 03/31/2024 | JPM | 40,324 | $8,077 | 03/31/2024 | Schulhoff & Co. Inc. | 47,470 | $8,075 | 12/31/2023 | JPM | 47,470 | $8,075 | 12/31/2023 | Geneos Wealth Management Inc. | 47,405 | $8,064 | 12/31/2023 | JPM | 47,405 | $8,064 | 12/31/2023 | Wintrust Investments LLC | 47,395 | $8,062 | 12/31/2023 | JPM | 47,395 | $8,062 | 12/31/2023 | Bristlecone Advisors LLC | 40,234 | $8,059 | 03/31/2024 | JPM | 40,234 | $8,059 | 03/31/2024 | Evexia Wealth LLC | 46,103 | $8,056 | 12/31/2023 | JPM | 46,103 | $8,056 | 12/31/2023 | Hennessy Advisors Inc. | 40,200 | $8,052 | 03/31/2024 | JPM | 40,200 | $8,052 | 03/31/2024 | Harbour Investments Inc. | 47,312 | $8,048 | 12/31/2023 | JPM | 47,312 | $8,048 | 12/31/2023 | SevenBridge Financial Group LLC | 47,248 | $8,037 | 12/31/2023 | JPM | 47,248 | $8,037 | 12/31/2023 | Legacy Trust | 40,088 | $8,030 | 03/31/2024 | JPM | 40,088 | $8,030 | 03/31/2024 | Quattro Financial Advisors LLC | 40,000 | $8,012 | 03/31/2024 | JPM | 40,000 | $8,012 | 03/31/2024 | Quadrant Capital Group LLC | 47,021 | $7,998 | 12/31/2023 | JPM | 47,021 | $7,998 | 12/31/2023 | Buck Wealth Strategies LLC | 47,015 | $7,997 | 12/31/2023 | JPM | 47,015 | $7,997 | 12/31/2023 | Mcdonald Partners LLC | 39,913 | $7,995 | 03/31/2024 | JPM | 39,913 | $7,995 | 03/31/2024 | Berkshire Bank | 39,723 | $7,957 | 03/31/2024 | JPM | 39,723 | $7,957 | 03/31/2024 | Walter & Keenan Financial Consulting Co. MI ADV | 46,633 | $7,932 | 12/31/2023 | JPM | 46,633 | $7,932 | 12/31/2023 | Covington Investment Advisors Inc. | 46,525 | $7,914 | 12/31/2023 | JPM | 46,525 | $7,914 | 12/31/2023 | Wittenberg Investment Management Inc. | 46,440 | $7,899 | 12/31/2023 | JPM | 46,440 | $7,899 | 12/31/2023 | Northern Oak Wealth Management Inc. | 46,253 | $7,868 | 12/31/2023 | JPM | 46,253 | $7,868 | 12/31/2023 | Chemistry Wealth Management LLC | 39,084 | $7,828 | 03/31/2024 | JPM | 39,084 | $7,828 | 03/31/2024 | Garland Capital Management Inc. | 46,020 | $7,828 | 12/31/2023 | JPM | 46,020 | $7,828 | 12/31/2023 | Magnus Financial Group LLC | 46,011 | $7,826 | 12/31/2023 | JPM | 46,011 | $7,826 | 12/31/2023 | Capital Asset Advisory Services LLC | 39,616 | $7,822 | 03/31/2024 | JPM | 39,616 | $7,822 | 03/31/2024 | Summit Financial LLC | 38,959 | $7,804 | 03/31/2024 | JPM | 38,959 | $7,804 | 03/31/2024 | First Interstate Bank | 45,805 | $7,791 | 12/31/2023 | JPM | 45,805 | $7,791 | 12/31/2023 | Kinneret Advisory LLC | 45,776 | $7,786 | 12/31/2023 | JPM | 45,776 | $7,786 | 12/31/2023 | Stamos Capital Partners L.P. | 45,720 | $7,777 | 12/31/2023 | JPM | 45,720 | $7,777 | 12/31/2023 | Close Asset Management Ltd | 45,655 | $7,773 | 12/31/2023 | JPM | 45,655 | $7,773 | 12/31/2023 | Abbrea Capital LLC | 45,648 | $7,765 | 12/31/2023 | JPM | 45,648 | $7,765 | 12/31/2023 | Warren Averett Asset Management LLC | 45,645 | $7,764 | 12/31/2023 | JPM | 45,645 | $7,764 | 12/31/2023 | Mechanics Bank Trust Department | 38,750 | $7,762 | 03/31/2024 | JPM | 38,750 | $7,762 | 03/31/2024 | Nomura Holdings Inc. | | $7,747 | 12/31/2023 | JPM | 162,247 | $27,598 | 12/31/2023 | Put | 116,700 | $19,851 | 12/31/2023 | Schechter Investment Advisors LLC | 45,537 | $7,746 | 12/31/2023 | JPM | 45,537 | $7,746 | 12/31/2023 | Hixon Zuercher LLC | 45,474 | $7,735 | 12/31/2023 | JPM | 45,474 | $7,735 | 12/31/2023 | Allen Capital Group LLC | 38,439 | $7,699 | 03/31/2024 | JPM | 38,439 | $7,699 | 03/31/2024 | Nelson Roberts Investment Advisors LLC | 45,252 | $7,697 | 12/31/2023 | JPM | 45,252 | $7,697 | 12/31/2023 | Martin Capital Partners LLC | 38,419 | $7,695 | 03/31/2024 | JPM | 38,419 | $7,695 | 03/31/2024 | NEOS Investment Management LLC | 45,177 | $7,685 | 12/31/2023 | JPM | 45,177 | $7,685 | 12/31/2023 | Premier Fund Managers Ltd | 45,109 | $7,682 | 12/31/2023 | JPM | 45,109 | $7,682 | 12/31/2023 | American Trust | 45,157 | $7,681 | 12/31/2023 | JPM | 45,157 | $7,681 | 12/31/2023 | Merit Financial Group LLC | 45,094 | $7,670 | 12/31/2023 | JPM | 45,094 | $7,670 | 12/31/2023 | Northwest Bancshares Inc. | 44,964 | $7,648 | 12/31/2023 | JPM | 44,964 | $7,648 | 12/31/2023 | DLK Investment Management LLC | 38,118 | $7,635 | 03/31/2024 | JPM | 38,118 | $7,635 | 03/31/2024 | Hilltop Holdings Inc. | 44,852 | $7,629 | 12/31/2023 | JPM | 44,852 | $7,629 | 12/31/2023 | Arrow Financial Corp | 44,756 | $7,613 | 12/31/2023 | JPM | 44,756 | $7,613 | 12/31/2023 | Parthenon LLC | 44,746 | $7,611 | 12/31/2023 | JPM | 44,746 | $7,611 | 12/31/2023 | Peterson Wealth Services | 44,721 | $7,607 | 12/31/2023 | JPM | 44,721 | $7,607 | 12/31/2023 | Laffer Tengler Investments | 44,698 | $7,603 | 12/31/2023 | JPM | 44,698 | $7,603 | 12/31/2023 | Soltis Investment Advisors LLC | 44,681 | $7,600 | 12/31/2023 | JPM | 44,681 | $7,600 | 12/31/2023 | Vectors Research Management LLC | 44,603 | $7,587 | 12/31/2023 | JPM | 44,603 | $7,587 | 12/31/2023 | SageView Advisory Group LLC | 42,994 | $7,579 | 12/31/2023 | JPM | 42,994 | $7,579 | 12/31/2023 | AlTi Global Inc. | 44,404 | $7,553 | 12/31/2023 | JPM | 44,404 | $7,553 | 12/31/2023 | Baader Bank INC | 44,406 | $7,552 | 12/31/2023 | JPM | 44,406 | $7,552 | 12/31/2023 | tru Independence LLC | 37,695 | $7,550 | 03/31/2024 | JPM | 37,695 | $7,550 | 03/31/2024 | Copeland Capital Management LLC | 37,690 | $7,549 | 03/31/2024 | JPM | 37,690 | $7,549 | 03/31/2024 | Beacon Financial Group | 44,311 | $7,537 | 12/31/2023 | JPM | 44,311 | $7,537 | 12/31/2023 | RPG Investment Advisory LLC | 44,299 | $7,535 | 12/31/2023 | JPM | 44,299 | $7,535 | 12/31/2023 | Oxford Financial Group Ltd. | 44,276 | $7,531 | 12/31/2023 | JPM | 44,276 | $7,531 | 12/31/2023 | AMI Investment Management Inc. | 37,536 | $7,519 | 03/31/2024 | JPM | 37,536 | $7,519 | 03/31/2024 | Somerset Trust Co | 37,468 | $7,505 | 03/31/2024 | JPM | 37,468 | $7,505 | 03/31/2024 | Boyd Watterson Asset Management LLC OH | | $7,500 | 12/31/2023 | JPM | 44,055 | $7,494 | 12/31/2023 | JPM.PRC | 125 | $3 | 12/31/2023 | JPM.PRJ | 125 | $3 | 12/31/2023 | SlateStone Wealth LLC | 43,847 | $7,458 | 12/31/2023 | JPM | 43,847 | $7,458 | 12/31/2023 | Gibraltar Capital Management Inc. | 43,820 | $7,454 | 12/31/2023 | JPM | 43,820 | $7,454 | 12/31/2023 | DCM Advisors LLC | 43,700 | $7,433 | 12/31/2023 | JPM | 43,700 | $7,433 | 12/31/2023 | Granite Investment Partners LLC | 43,630 | $7,421 | 12/31/2023 | JPM | 43,630 | $7,421 | 12/31/2023 | JNB Advisors LLC | 43,575 | $7,412 | 12/31/2023 | JPM | 43,575 | $7,412 | 12/31/2023 | Security National Bank | 36,998 | $7,411 | 03/31/2024 | JPM | 36,998 | $7,411 | 03/31/2024 | Intrust Bank NA | 43,410 | $7,384 | 12/31/2023 | JPM | 43,410 | $7,384 | 12/31/2023 | Douglass Winthrop Advisors LLC | 43,340 | $7,372 | 12/31/2023 | JPM | 43,340 | $7,372 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 43,299 | $7,365 | 12/31/2023 | JPM | 43,299 | $7,365 | 12/31/2023 | Harvey Capital Management Inc. | 43,242 | $7,355 | 12/31/2023 | JPM | 43,242 | $7,355 | 12/31/2023 | Colonial Trust Co SC | 43,164 | $7,342 | 12/31/2023 | JPM | 43,164 | $7,342 | 12/31/2023 | Baugh & Associates LLC | 36,622 | $7,335 | 03/31/2024 | JPM | 36,622 | $7,335 | 03/31/2024 | DT Investment Partners LLC | 41,557 | $7,325 | 12/31/2023 | JPM | 41,557 | $7,325 | 12/31/2023 | Exchange Capital Management Inc. | 36,504 | $7,312 | 03/31/2024 | JPM | 36,504 | $7,312 | 03/31/2024 | IFP Advisors Inc | 42,977 | $7,310 | 12/31/2023 | JPM | 42,977 | $7,310 | 12/31/2023 | Joel Isaacson & Co. LLC | 42,971 | $7,309 | 12/31/2023 | JPM | 42,971 | $7,309 | 12/31/2023 | Concentric Wealth Management LLC | 42,923 | $7,301 | 12/31/2023 | JPM | 42,923 | $7,301 | 12/31/2023 | Connor Clark & Lunn Investment Management Ltd. | 42,785 | $7,278 | 12/31/2023 | JPM | 42,785 | $7,278 | 12/31/2023 | New Hampshire Trust | 36,264 | $7,264 | 03/31/2024 | JPM | 36,264 | $7,264 | 03/31/2024 | Founders Capital Management | 36,189 | $7,249 | 03/31/2024 | JPM | 36,189 | $7,249 | 03/31/2024 | Mckinley Capital Management LLC Delaware | 42,520 | $7,233 | 12/31/2023 | JPM | 42,520 | $7,233 | 12/31/2023 | Banque Pictet & Cie SA | 42,408 | $7,214 | 12/31/2023 | JPM | 42,408 | $7,214 | 12/31/2023 | Capital Insight Partners LLC | 35,985 | $7,208 | 03/31/2024 | JPM | 35,985 | $7,208 | 03/31/2024 | Schonfeld Strategic Advisors LLC | 42,271 | $7,190 | 12/31/2023 | JPM | 42,271 | $7,190 | 12/31/2023 | Waldron Private Wealth LLC | 42,229 | $7,183 | 12/31/2023 | JPM | 42,229 | $7,183 | 12/31/2023 | Strategic Blueprint LLC | 35,741 | $7,159 | 03/31/2024 | JPM | 35,741 | $7,159 | 03/31/2024 | John G Ullman & Associates Inc. | 42,018 | $7,147 | 12/31/2023 | JPM | 42,018 | $7,147 | 12/31/2023 | Institutional & Family Asset Management LLC | 41,966 | $7,138 | 12/31/2023 | JPM | 41,966 | $7,138 | 12/31/2023 | WCG Wealth Advisors LLC | 41,913 | $7,129 | 12/31/2023 | JPM | 41,913 | $7,129 | 12/31/2023 | Fusion Capital LLC | 41,744 | $7,101 | 12/31/2023 | JPM | 41,744 | $7,101 | 12/31/2023 | GQG Partners LLC | 41,589 | $7,074 | 12/31/2023 | JPM | 41,589 | $7,074 | 12/31/2023 | First National Advisers LLC | 41,586 | $7,074 | 12/31/2023 | JPM | 41,586 | $7,074 | 12/31/2023 | QV Investors Inc. | 35,310 | $7,073 | 03/31/2024 | JPM | 35,310 | $7,073 | 03/31/2024 | K.J. Harrison & Partners Inc | 41,583 | $7,073 | 12/31/2023 | JPM | 41,583 | $7,073 | 12/31/2023 | Unison Asset Management LLC | 41,515 | $7,062 | 12/31/2023 | JPM | 41,515 | $7,062 | 12/31/2023 | Mandatum Life Insurance Co Ltd | 41,502 | $7,059 | 12/31/2023 | JPM | 41,502 | $7,059 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 41,489 | $7,057 | 12/31/2023 | JPM | 41,489 | $7,057 | 12/31/2023 | Paradiem LLC | 35,174 | $7,045 | 03/31/2024 | JPM | 35,174 | $7,045 | 03/31/2024 | Pitcairn Co. | 41,304 | $7,026 | 12/31/2023 | JPM | 41,304 | $7,026 | 12/31/2023 | Werlinich Asset Management LLC | 35,197 | $7,023 | 03/31/2024 | JPM | 35,197 | $7,023 | 03/31/2024 | Legacy Financial Advisors Inc. | 41,177 | $7,004 | 12/31/2023 | JPM | 41,177 | $7,004 | 12/31/2023 | Cottage Street Advisors LLC | 34,901 | $6,991 | 03/31/2024 | JPM | 34,901 | $6,991 | 03/31/2024 | Bill Few Associates Inc. | 34,883 | $6,987 | 03/31/2024 | JPM | 34,883 | $6,987 | 03/31/2024 | RBF Capital LLC | 41,000 | $6,974 | 12/31/2023 | JPM | 41,000 | $6,974 | 12/31/2023 | Ardent Capital Management Inc. | 40,981 | $6,971 | 12/31/2023 | JPM | 40,981 | $6,971 | 12/31/2023 | Providence Capital Advisors LLC | 40,858 | $6,950 | 12/31/2023 | JPM | 40,858 | $6,950 | 12/31/2023 | Semmax Financial Advisors Inc. | 39,865 | $6,947 | 12/31/2023 | JPM | 39,865 | $6,947 | 12/31/2023 | Chronos Wealth Management LLC | 40,839 | $6,947 | 12/31/2023 | JPM | 40,839 | $6,947 | 12/31/2023 | Beverly Hills Private Wealth LLC | | $6,933 | 12/31/2023 | JPM | 40,755 | $6,932 | 12/31/2023 | Call | 4,400 | $1 | 12/31/2023 | McBroom & Associates LLC | 34,600 | $6,930 | 03/31/2024 | JPM | 34,600 | $6,930 | 03/31/2024 | Kingswood Wealth Advisors LLC | 34,526 | $6,916 | 03/31/2024 | JPM | 34,526 | $6,916 | 03/31/2024 | Brighton Jones LLC | 40,649 | $6,914 | 12/31/2023 | JPM | 40,649 | $6,914 | 12/31/2023 | Souders Financial Advisors | 40,622 | $6,910 | 12/31/2023 | JPM | 40,622 | $6,910 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 40,609 | $6,908 | 12/31/2023 | JPM | 40,609 | $6,908 | 12/31/2023 | Aurum Wealth Management Group LLC | 34,208 | $6,852 | 03/31/2024 | JPM | 34,208 | $6,852 | 03/31/2024 | Little House Capital LLC | 34,192 | $6,849 | 03/31/2024 | JPM | 34,192 | $6,849 | 03/31/2024 | Bradley & Co. Private Wealth Management LLC | 40,219 | $6,841 | 12/31/2023 | JPM | 40,219 | $6,841 | 12/31/2023 | Hilton Capital Management LLC | 40,117 | $6,824 | 12/31/2023 | JPM | 40,117 | $6,824 | 12/31/2023 | Q Capital Solutions | 40,081 | $6,818 | 12/31/2023 | JPM | 40,081 | $6,818 | 12/31/2023 | Citizens National Bank Trust Department | 40,016 | $6,807 | 12/31/2023 | JPM | 40,016 | $6,807 | 12/31/2023 | Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 39,747 | $6,761 | 12/31/2023 | JPM | 39,747 | $6,761 | 12/31/2023 | Roberts Wealth Advisors LLC | 36,920 | $6,752 | 03/31/2024 | JPM | 36,920 | $6,752 | 03/31/2024 | Citizens Business Bank | 33,621 | $6,734 | 03/31/2024 | JPM | 33,621 | $6,734 | 03/31/2024 | Patten Group Inc. | 33,534 | $6,717 | 03/31/2024 | JPM | 33,534 | $6,717 | 03/31/2024 | Howland Capital Management LLC | 39,448 | $6,710 | 12/31/2023 | JPM | 39,448 | $6,710 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 39,404 | $6,703 | 12/31/2023 | JPM | 39,404 | $6,703 | 12/31/2023 | Van Strum & Towne Inc. | 39,399 | $6,702 | 12/31/2023 | JPM | 39,399 | $6,702 | 12/31/2023 | Atomi Financial Group Inc. | 39,328 | $6,690 | 12/31/2023 | JPM | 39,328 | $6,690 | 12/31/2023 | Westover Capital Advisors LLC | 39,224 | $6,672 | 12/31/2023 | JPM | 39,224 | $6,672 | 12/31/2023 | Family Legacy Inc. | 33,284 | $6,667 | 03/31/2024 | JPM | 33,284 | $6,667 | 03/31/2024 | Cornercap Investment Counsel Inc. | 39,154 | $6,660 | 12/31/2023 | JPM | 39,154 | $6,660 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 39,088 | $6,649 | 12/31/2023 | JPM | 39,088 | $6,649 | 12/31/2023 | Clarity Wealth Advisors LLC | 33,090 | $6,628 | 03/31/2024 | JPM | 33,090 | $6,628 | 03/31/2024 | Lorne Steinberg Wealth Management Inc. | 38,949 | $6,625 | 12/31/2023 | JPM | 38,949 | $6,625 | 12/31/2023 | J.W. Cole Advisors Inc. | 38,898 | $6,617 | 12/31/2023 | JPM | 38,898 | $6,617 | 12/31/2023 | Monticello Wealth Management LLC | 32,999 | $6,610 | 03/31/2024 | JPM | 32,999 | $6,610 | 03/31/2024 | Jaffetilchin Investment Partners LLC | 38,843 | $6,607 | 12/31/2023 | JPM | 38,843 | $6,607 | 12/31/2023 | Claar Advisors LLC | 38,800 | $6,600 | 12/31/2023 | JPM | 38,800 | $6,600 | 12/31/2023 | Moody National Bank Trust Division | 32,881 | $6,586 | 03/31/2024 | JPM | 32,881 | $6,586 | 03/31/2024 | Advocate Group LLC | 38,710 | $6,585 | 12/31/2023 | JPM | 38,710 | $6,585 | 12/31/2023 | Concorde Financial Corp | 38,705 | $6,584 | 12/31/2023 | JPM | 38,705 | $6,584 | 12/31/2023 | Insigneo Advisory Services LLC | 38,670 | $6,578 | 12/31/2023 | JPM | 38,670 | $6,578 | 12/31/2023 | AHL Investment Management Inc. | 32,800 | $6,570 | 03/31/2024 | JPM | 32,800 | $6,570 | 03/31/2024 | Hohimer Wealth Management LLC | 38,502 | $6,549 | 12/31/2023 | JPM | 38,502 | $6,549 | 12/31/2023 | Focus Financial Network Inc. | 32,686 | $6,547 | 03/31/2024 | JPM | 32,686 | $6,547 | 03/31/2024 | Essex LLC | 38,456 | $6,541 | 12/31/2023 | JPM | 38,456 | $6,541 | 12/31/2023 | Udine Wealth Management Inc. | 32,633 | $6,536 | 03/31/2024 | JPM | 32,633 | $6,536 | 03/31/2024 | Peloton Wealth Strategists | 38,308 | $6,516 | 12/31/2023 | JPM | 38,308 | $6,516 | 12/31/2023 | Advanced Asset Management Advisors Inc | 38,302 | $6,515 | 12/31/2023 | JPM | 38,302 | $6,515 | 12/31/2023 | Nikulski Financial Inc. | 32,469 | $6,504 | 03/31/2024 | JPM | 32,469 | $6,504 | 03/31/2024 | Checchi Capital Advisers LLC | 38,231 | $6,503 | 12/31/2023 | JPM | 38,231 | $6,503 | 12/31/2023 | PDS Planning Inc | 38,162 | $6,491 | 12/31/2023 | JPM | 38,162 | $6,491 | 12/31/2023 | Boston Research & Management Inc. | 38,081 | $6,477 | 12/31/2023 | JPM | 38,081 | $6,477 | 12/31/2023 | Empire Financial Management Company LLC | 37,975 | $6,460 | 12/31/2023 | JPM | 37,975 | $6,460 | 12/31/2023 | Bogart Wealth LLC | 37,852 | $6,439 | 12/31/2023 | JPM | 37,852 | $6,439 | 12/31/2023 | White Pine Investment CO | 37,726 | $6,417 | 12/31/2023 | JPM | 37,726 | $6,417 | 12/31/2023 | YHB Investment Advisors Inc. | 37,634 | $6,402 | 12/31/2023 | JPM | 37,634 | $6,402 | 12/31/2023 | SPC Financial Inc. | 37,628 | $6,401 | 12/31/2023 | JPM | 37,628 | $6,401 | 12/31/2023 | Bridgewater Advisors Inc. | 37,625 | $6,400 | 12/31/2023 | JPM | 37,625 | $6,400 | 12/31/2023 | E&G Advisors LP | 31,962 | $6,395 | 03/31/2024 | JPM | 31,962 | $6,395 | 03/31/2024 | PFG Advisors | 37,537 | $6,385 | 12/31/2023 | JPM | 37,537 | $6,385 | 12/31/2023 | Arden Trust Co | 31,848 | $6,379 | 03/31/2024 | JPM | 31,848 | $6,379 | 03/31/2024 | Chapin Davis Inc. | 31,835 | $6,377 | 03/31/2024 | JPM | 31,835 | $6,377 | 03/31/2024 | West Branch Capital LLC | 31,824 | $6,374 | 03/31/2024 | JPM | 31,824 | $6,374 | 03/31/2024 | Inscription Capital LLC | 32,315 | $6,371 | 03/31/2024 | JPM | 32,315 | $6,371 | 03/31/2024 | Sitrin Capital Management LLC | 37,394 | $6,361 | 12/31/2023 | JPM | 37,394 | $6,361 | 12/31/2023 | TRUE Private Wealth Advisors | 37,316 | $6,347 | 12/31/2023 | JPM | 37,316 | $6,347 | 12/31/2023 | Nilsine Partners LLC | 31,665 | $6,342 | 03/31/2024 | JPM | 31,665 | $6,342 | 03/31/2024 | Parkwood LLC | 37,276 | $6,341 | 12/31/2023 | JPM | 37,276 | $6,341 | 12/31/2023 | First Personal Financial Services | 37,256 | $6,337 | 12/31/2023 | JPM | 37,256 | $6,337 | 12/31/2023 | Harbor Advisory Corp MA | 37,242 | $6,335 | 12/31/2023 | JPM | 37,242 | $6,335 | 12/31/2023 | Wedmont Private Capital | 32,102 | $6,329 | 03/31/2024 | JPM | 32,102 | $6,329 | 03/31/2024 | Bank of New Hampshire | 31,588 | $6,327 | 03/31/2024 | JPM | 31,588 | $6,327 | 03/31/2024 | MSA Advisors LLC | 37,150 | $6,319 | 12/31/2023 | JPM | 37,150 | $6,319 | 12/31/2023 | Hollencrest Capital Management | 37,111 | $6,313 | 12/31/2023 | JPM | 37,111 | $6,313 | 12/31/2023 | CAPROCK Group Inc. | 37,075 | $6,307 | 12/31/2023 | JPM | 37,075 | $6,307 | 12/31/2023 | Lincoln Capital LLC | 31,475 | $6,304 | 03/31/2024 | JPM | 31,475 | $6,304 | 03/31/2024 | Everpar Advisors LLC | 31,374 | $6,284 | 03/31/2024 | JPM | 31,374 | $6,284 | 03/31/2024 | Myriad Asset Management US LP | 36,880 | $6,273 | 12/31/2023 | JPM | 36,880 | $6,273 | 12/31/2023 | Legacy CG LLC | 31,292 | $6,268 | 03/31/2024 | JPM | 31,292 | $6,268 | 03/31/2024 | Arjuna Capital | 36,849 | $6,268 | 12/31/2023 | JPM | 36,849 | $6,268 | 12/31/2023 | Systematic Alpha Investments LLC | 36,804 | $6,260 | 12/31/2023 | JPM | 36,804 | $6,260 | 12/31/2023 | Giverny Capital Inc. | 36,773 | $6,255 | 12/31/2023 | JPM | 36,773 | $6,255 | 12/31/2023 | Kovack Advisors Inc. | 31,178 | $6,245 | 03/31/2024 | JPM | 31,178 | $6,245 | 03/31/2024 | Bowen Hanes & Co. Inc. | 36,535 | $6,215 | 12/31/2023 | JPM | 36,535 | $6,215 | 12/31/2023 | CHURCHILL MANAGEMENT Corp | 30,987 | $6,207 | 03/31/2024 | JPM | 30,987 | $6,207 | 03/31/2024 | EFG Asset Management Americas Corp. | 30,985 | $6,206 | 03/31/2024 | JPM | 30,985 | $6,206 | 03/31/2024 | Philadelphia Trust Co. | 36,354 | $6,184 | 12/31/2023 | JPM | 36,354 | $6,184 | 12/31/2023 | Schmidt P J Investment Management Inc. | 35,749 | $6,159 | 12/31/2023 | JPM | 35,749 | $6,159 | 12/31/2023 | Brick & Kyle Associates | 36,183 | $6,154 | 12/31/2023 | JPM | 36,183 | $6,154 | 12/31/2023 | RDA Financial Network | 30,703 | $6,150 | 03/31/2024 | JPM | 30,703 | $6,150 | 03/31/2024 | Lindbrook Capital LLC | 36,074 | $6,136 | 12/31/2023 | JPM | 36,074 | $6,136 | 12/31/2023 | CHICAGO TRUST Co NA | 30,620 | $6,133 | 03/31/2024 | JPM | 30,620 | $6,133 | 03/31/2024 | Excalibur Management Corp | 36,014 | $6,126 | 12/31/2023 | JPM | 36,014 | $6,126 | 12/31/2023 | Forte Capital LLC ADV | 35,982 | $6,121 | 12/31/2023 | JPM | 35,982 | $6,121 | 12/31/2023 | Cigna Investments Inc. New | 30,546 | $6,118 | 03/31/2024 | JPM | 30,546 | $6,118 | 03/31/2024 | TFG Advisers LLC | 35,950 | $6,115 | 12/31/2023 | JPM | 35,950 | $6,115 | 12/31/2023 | Wealth Effects LLC | 30,477 | $6,104 | 03/31/2024 | JPM | 30,477 | $6,104 | 03/31/2024 | Covenant Asset Management LLC | 30,431 | $6,095 | 03/31/2024 | JPM | 30,431 | $6,095 | 03/31/2024 | LVW Advisors LLC | 30,395 | $6,088 | 03/31/2024 | JPM | 30,395 | $6,088 | 03/31/2024 | RMR Wealth Builders | 30,382 | $6,086 | 03/31/2024 | JPM | 30,382 | $6,086 | 03/31/2024 | Blue Fin Capital Inc. | 35,727 | $6,077 | 12/31/2023 | JPM | 35,727 | $6,077 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 30,260 | $6,073 | 03/31/2024 | JPM | 30,260 | $6,073 | 03/31/2024 | Ameritas Investment Partners Inc. | 35,684 | $6,070 | 12/31/2023 | JPM | 35,684 | $6,070 | 12/31/2023 | Davis Rea LTD. | 35,682 | $6,070 | 12/31/2023 | JPM | 35,682 | $6,070 | 12/31/2023 | Hengehold Capital Management LLC | 30,276 | $6,064 | 03/31/2024 | JPM | 30,276 | $6,064 | 03/31/2024 | Stone Point Wealth LLC | 35,640 | $6,062 | 12/31/2023 | JPM | 35,640 | $6,062 | 12/31/2023 | Cordatus Wealth Management LLC | 35,610 | $6,057 | 12/31/2023 | JPM | 35,610 | $6,057 | 12/31/2023 | Horan Capital Advisors LLC. | 35,484 | $6,036 | 12/31/2023 | JPM | 35,484 | $6,036 | 12/31/2023 | Principal Street Partners LLC | 35,486 | $6,036 | 12/31/2023 | JPM | 35,486 | $6,036 | 12/31/2023 | Itau Unibanco Holding S.A. | 35,419 | $6,025 | 12/31/2023 | JPM | 35,419 | $6,025 | 12/31/2023 | Qtron Investments LLC | 35,408 | $6,023 | 12/31/2023 | JPM | 35,408 | $6,023 | 12/31/2023 | MN Wealth Advisors LLC | 35,353 | $6,014 | 12/31/2023 | JPM | 35,353 | $6,014 | 12/31/2023 | Argyle Capital Management Inc. | 35,327 | $6,009 | 12/31/2023 | JPM | 35,327 | $6,009 | 12/31/2023 | Gifford Fong Associates | 35,296 | $6,004 | 12/31/2023 | JPM | 35,296 | $6,004 | 12/31/2023 | Augustine Asset Management Inc. | 35,144 | $5,978 | 12/31/2023 | JPM | 35,144 | $5,978 | 12/31/2023 | Quantitative Investment Management LLC | 35,090 | $5,968 | 12/31/2023 | JPM | 35,090 | $5,968 | 12/31/2023 | Burney Co. | 35,061 | $5,964 | 12/31/2023 | JPM | 35,061 | $5,964 | 12/31/2023 | Aspiriant LLC | 29,728 | $5,955 | 03/31/2024 | JPM | 29,728 | $5,955 | 03/31/2024 | Sentinel Trust Co. LBA | 34,974 | $5,949 | 12/31/2023 | JPM | 34,974 | $5,949 | 12/31/2023 | Herold Advisors Inc. | 34,969 | $5,949 | 12/31/2023 | JPM | 34,969 | $5,949 | 12/31/2023 | Bfsg LLC | 29,644 | $5,938 | 03/31/2024 | JPM | 29,644 | $5,938 | 03/31/2024 | Charles Carroll Financial Partners LLC | 34,905 | $5,937 | 12/31/2023 | JPM | 34,905 | $5,937 | 12/31/2023 | Atlas Private Wealth Management | 29,624 | $5,934 | 03/31/2024 | JPM | 29,624 | $5,934 | 03/31/2024 | Anchor Investment Management LLC | 34,875 | $5,932 | 12/31/2023 | JPM | 34,875 | $5,932 | 12/31/2023 | Amarillo National Bank | 29,586 | $5,926 | 03/31/2024 | JPM | 29,586 | $5,926 | 03/31/2024 | RFG Advisory LLC | 29,401 | $5,889 | 03/31/2024 | JPM | 29,401 | $5,889 | 03/31/2024 | Bernzott Capital Advisors | 34,623 | $5,889 | 12/31/2023 | JPM | 34,623 | $5,889 | 12/31/2023 | Romano Brothers AND Company | 29,396 | $5,888 | 03/31/2024 | JPM | 29,396 | $5,888 | 03/31/2024 | Arete Wealth Advisors LLC | 34,862 | $5,853 | 12/31/2023 | JPM | 34,862 | $5,853 | 12/31/2023 | Johnson Financial Group Inc. | 34,286 | $5,832 | 12/31/2023 | JPM | 34,286 | $5,832 | 12/31/2023 | Enterprise Bank & Trust Co | 29,066 | $5,822 | 03/31/2024 | JPM | 29,066 | $5,822 | 03/31/2024 | Trust Asset Management LLC | 34,191 | $5,816 | 12/31/2023 | JPM | 34,191 | $5,816 | 12/31/2023 | Teza Capital Management LLC | 34,024 | $5,787 | 12/31/2023 | JPM | 34,024 | $5,787 | 12/31/2023 | Triangle Securities Wealth Management | 28,882 | $5,785 | 03/31/2024 | JPM | 28,882 | $5,785 | 03/31/2024 | Brookmont Capital Management | 28,742 | $5,757 | 03/31/2024 | JPM | 28,742 | $5,757 | 03/31/2024 | Paradigm Financial Partners LLC | 33,828 | $5,754 | 12/31/2023 | JPM | 33,828 | $5,754 | 12/31/2023 | Hallmark Capital Management Inc. | 33,813 | $5,752 | 12/31/2023 | JPM | 33,813 | $5,752 | 12/31/2023 | WealthShield Partners LLC | 33,794 | $5,748 | 12/31/2023 | JPM | 33,794 | $5,748 | 12/31/2023 | Sigma Planning Corp | 33,779 | $5,746 | 12/31/2023 | JPM | 33,779 | $5,746 | 12/31/2023 | Turtle Creek Wealth Advisors LLC | 33,780 | $5,746 | 12/31/2023 | JPM | 33,780 | $5,746 | 12/31/2023 | Bell & Brown Wealth Advisors LLC | 33,706 | $5,734 | 12/31/2023 | JPM | 33,706 | $5,734 | 12/31/2023 | Atlantic Trust LLC | 33,674 | $5,728 | 12/31/2023 | JPM | 33,674 | $5,728 | 12/31/2023 | Berry Wealth Group LP | 28,593 | $5,727 | 03/31/2024 | JPM | 28,593 | $5,727 | 03/31/2024 | Napa Wealth Management | 33,641 | $5,722 | 12/31/2023 | JPM | 33,641 | $5,722 | 12/31/2023 | Sunbelt Securities Inc. | 28,529 | $5,714 | 03/31/2024 | JPM | 28,529 | $5,714 | 03/31/2024 | Financial Strategies Group Inc. | 28,977 | $5,713 | 03/31/2024 | JPM | 28,977 | $5,713 | 03/31/2024 | MV Capital Management Inc. | 28,496 | $5,708 | 03/31/2024 | JPM | 28,496 | $5,708 | 03/31/2024 | NorthRock Partners LLC | 33,467 | $5,693 | 12/31/2023 | JPM | 33,467 | $5,693 | 12/31/2023 | Globeflex Capital L P | 33,400 | $5,681 | 12/31/2023 | JPM | 33,400 | $5,681 | 12/31/2023 | Montecito Bank & Trust | | $5,680 | 03/31/2024 | JPM | 26,610 | $5,330 | 03/31/2024 | Pfd Stk | 350,000 | $350 | 03/31/2024 | Mitchell Mcleod Pugh & Williams Inc. | 33,362 | $5,675 | 12/31/2023 | JPM | 33,362 | $5,675 | 12/31/2023 | Palmer Knight Co | 33,329 | $5,669 | 12/31/2023 | JPM | 33,329 | $5,669 | 12/31/2023 | Paradigm Asset Management Co. LLC | 33,291 | $5,663 | 12/31/2023 | JPM | 33,291 | $5,663 | 12/31/2023 | Mission Wealth Management LP | | $5,661 | 12/31/2023 | JPM | 34,379 | $5,848 | 12/31/2023 | Put | 1,100 | $187 | 12/31/2023 | NTV Asset Management LLC | 33,275 | $5,660 | 12/31/2023 | JPM | 33,275 | $5,660 | 12/31/2023 | Marino Stram & Associates LLC | 28,197 | $5,648 | 03/31/2024 | JPM | 28,197 | $5,648 | 03/31/2024 | WealthPLAN Partners LLC | 33,192 | $5,646 | 12/31/2023 | JPM | 33,192 | $5,646 | 12/31/2023 | CFM Wealth Partners LLC | 28,179 | $5,644 | 03/31/2024 | JPM | 28,179 | $5,644 | 03/31/2024 | Evergreen Private Wealth LLC | 28,178 | $5,644 | 03/31/2024 | JPM | 28,178 | $5,644 | 03/31/2024 | Creegan & Nassoura Financial Group LLC | 33,119 | $5,634 | 12/31/2023 | JPM | 33,119 | $5,634 | 12/31/2023 | Golden State Equity Partners | 33,090 | $5,629 | 12/31/2023 | JPM | 33,090 | $5,629 | 12/31/2023 | Compton Wealth Advisory Group LLC | 27,963 | $5,601 | 03/31/2024 | JPM | 27,963 | $5,601 | 03/31/2024 | Ameritas Advisory Services LLC | 32,385 | $5,600 | 12/31/2023 | JPM | 32,385 | $5,600 | 12/31/2023 | Butensky & Cohen Financial Security Inc. | 27,879 | $5,584 | 03/31/2024 | JPM | 27,879 | $5,584 | 03/31/2024 | First National Bank of Mount Dora Trust Investment Services | 27,875 | $5,583 | 03/31/2024 | JPM | 27,875 | $5,583 | 03/31/2024 | M Holdings Securities Inc. | 32,807 | $5,580 | 12/31/2023 | JPM | 32,807 | $5,580 | 12/31/2023 | apricus wealth LLC | 32,772 | $5,574 | 12/31/2023 | JPM | 32,772 | $5,574 | 12/31/2023 | Manhattan West Asset Management LLC | 32,705 | $5,563 | 12/31/2023 | JPM | 32,705 | $5,563 | 12/31/2023 | Consolidated Investment Group LLC | 27,692 | $5,546 | 03/31/2024 | JPM | 27,692 | $5,546 | 03/31/2024 | Greenline Partners LLC | 32,606 | $5,546 | 12/31/2023 | JPM | 32,606 | $5,546 | 12/31/2023 | Investors Asset Management of Georgia Inc. GA ADV | 27,524 | $5,513 | 03/31/2024 | JPM | 27,524 | $5,513 | 03/31/2024 | Regal Investment Advisors LLC | 32,381 | $5,508 | 12/31/2023 | JPM | 32,381 | $5,508 | 12/31/2023 | Centre Asset Management LLC | 27,491 | $5,506 | 03/31/2024 | JPM | 27,491 | $5,506 | 03/31/2024 | Comprehensive Financial Consultants Institutional Inc. | 32,350 | $5,503 | 12/31/2023 | JPM | 32,350 | $5,503 | 12/31/2023 | Belpointe Asset Management LLC | 32,291 | $5,493 | 12/31/2023 | JPM | 32,291 | $5,493 | 12/31/2023 | Duff & Phelps Investment Management Co. | 32,222 | $5,481 | 12/31/2023 | JPM | 32,222 | $5,481 | 12/31/2023 | Field & Main Bank | 32,211 | $5,479 | 12/31/2023 | JPM | 32,211 | $5,479 | 12/31/2023 | Ethic Inc. | 32,192 | $5,476 | 12/31/2023 | JPM | 32,192 | $5,476 | 12/31/2023 | Csenge Advisory Group | 32,164 | $5,471 | 12/31/2023 | JPM | 32,164 | $5,471 | 12/31/2023 | Washington Trust Advisors Inc. | 32,144 | $5,468 | 12/31/2023 | JPM | 32,144 | $5,468 | 12/31/2023 | Buckingham Capital Management Inc. | 27,283 | $5,465 | 03/31/2024 | JPM | 27,283 | $5,465 | 03/31/2024 | Cary Street Partners Asset Management LLC | 32,082 | $5,457 | 12/31/2023 | JPM | 32,082 | $5,457 | 12/31/2023 | Redwood Investments LLC | 32,030 | $5,448 | 12/31/2023 | JPM | 32,030 | $5,448 | 12/31/2023 | IFG Advisory LLC | 31,989 | $5,441 | 12/31/2023 | JPM | 31,989 | $5,441 | 12/31/2023 | Clarius Group LLC | 27,159 | $5,440 | 03/31/2024 | JPM | 27,159 | $5,440 | 03/31/2024 | Hennion & Walsh Asset Management Inc. | 27,149 | $5,438 | 03/31/2024 | JPM | 27,149 | $5,438 | 03/31/2024 | Delta Capital Management LLC | 27,145 | $5,437 | 03/31/2024 | JPM | 27,145 | $5,437 | 03/31/2024 | Valley National Advisers Inc. | 27,032 | $5,414 | 03/31/2024 | JPM | 27,032 | $5,414 | 03/31/2024 | Green Square Capital Advisors LLC | 31,807 | $5,410 | 12/31/2023 | JPM | 31,807 | $5,410 | 12/31/2023 | Brooks Moore & Associates Inc. | 31,790 | $5,407 | 12/31/2023 | JPM | 31,790 | $5,407 | 12/31/2023 | Beacon Harbor Wealth Advisors Inc. | 31,774 | $5,405 | 12/31/2023 | JPM | 31,774 | $5,405 | 12/31/2023 | Pegasus Asset Management Inc. | 31,769 | $5,404 | 12/31/2023 | JPM | 31,769 | $5,404 | 12/31/2023 | Financial Advisory Service Inc. | 31,709 | $5,394 | 12/31/2023 | JPM | 31,709 | $5,394 | 12/31/2023 | AdvisorNet Financial Inc | 26,900 | $5,388 | 03/31/2024 | JPM | 26,900 | $5,388 | 03/31/2024 | Trust Point Inc. | 26,897 | $5,387 | 03/31/2024 | JPM | 26,897 | $5,387 | 03/31/2024 | L2 Asset Management LLC | 31,602 | $5,376 | 12/31/2023 | JPM | 31,602 | $5,376 | 12/31/2023 | SeaCrest Wealth Management LLC | 26,809 | $5,370 | 03/31/2024 | JPM | 26,809 | $5,370 | 03/31/2024 | Uncommon Cents Investing LLC | 26,793 | $5,367 | 03/31/2024 | JPM | 26,793 | $5,367 | 03/31/2024 | Abbot Financial Management Inc. | 31,426 | $5,345 | 12/31/2023 | JPM | 31,426 | $5,345 | 12/31/2023 | First PREMIER Bank | 26,666 | $5,341 | 03/31/2024 | JPM | 26,666 | $5,341 | 03/31/2024 | Weil Company Inc. | 31,381 | $5,338 | 12/31/2023 | JPM | 31,381 | $5,338 | 12/31/2023 | Eudaimonia Partners LLC | 31,373 | $5,337 | 12/31/2023 | JPM | 31,373 | $5,337 | 12/31/2023 | Invera Wealth Advisors LLC | 26,597 | $5,327 | 03/31/2024 | JPM | 26,597 | $5,327 | 03/31/2024 | Hamilton Point Investment Advisors LLC | 31,289 | $5,322 | 12/31/2023 | JPM | 31,289 | $5,322 | 12/31/2023 | Silvant Capital Management LLC | 31,284 | $5,321 | 12/31/2023 | JPM | 31,284 | $5,321 | 12/31/2023 | Indiana Trust & Investment Management CO | 26,544 | $5,317 | 03/31/2024 | JPM | 26,544 | $5,317 | 03/31/2024 | Argent Advisors Inc. | 31,256 | $5,317 | 12/31/2023 | JPM | 31,256 | $5,317 | 12/31/2023 | MidWestOne Financial Group Inc. | 31,207 | $5,308 | 12/31/2023 | JPM | 31,207 | $5,308 | 12/31/2023 | Arlington Financial Advisors LLC | 26,481 | $5,304 | 03/31/2024 | JPM | 26,481 | $5,304 | 03/31/2024 | Credit Agricole S A | | $5,303 | 12/31/2023 | JPM | 181,178 | $30,818 | 12/31/2023 | Put | 150,000 | $25,515 | 12/31/2023 | Ironvine Capital Partners LLC | 31,164 | $5,301 | 12/31/2023 | JPM | 31,164 | $5,301 | 12/31/2023 | Parisi Gray Wealth Management | 26,437 | $5,295 | 03/31/2024 | JPM | 26,437 | $5,295 | 03/31/2024 | Atlas Brown Inc. | 26,423 | $5,292 | 03/31/2024 | JPM | 26,423 | $5,292 | 03/31/2024 | Centaurus Financial Inc. | 31,112 | $5,292 | 12/31/2023 | JPM | 31,112 | $5,292 | 12/31/2023 | Hudson Capital Management LLC | 26,300 | $5,268 | 03/31/2024 | JPM | 26,300 | $5,268 | 03/31/2024 | R.M.SINCERBEAUX Capital Management LLC | 30,970 | $5,268 | 12/31/2023 | JPM | 30,970 | $5,268 | 12/31/2023 | Sandhill Capital Partners LLC | 30,972 | $5,268 | 12/31/2023 | JPM | 30,972 | $5,268 | 12/31/2023 | Bedel Financial Consulting Inc. | 30,882 | $5,253 | 12/31/2023 | JPM | 30,882 | $5,253 | 12/31/2023 | Modus Advisors LLC | 26,112 | $5,230 | 03/31/2024 | JPM | 26,112 | $5,230 | 03/31/2024 | Mathes Company Inc. | | $5,226 | 12/31/2023 | JPM | 25,083 | $4,267 | 12/31/2023 | JPM.PRL | 27,750 | $579 | 12/31/2023 | JPM.PRD | 15,200 | $380 | 12/31/2023 | Essex Savings Bank | 26,048 | $5,217 | 03/31/2024 | JPM | 26,048 | $5,217 | 03/31/2024 | MTM Investment Management LLC | 30,581 | $5,202 | 12/31/2023 | JPM | 30,581 | $5,202 | 12/31/2023 | Rowland & Co. Investment Counsel ADV | 25,963 | $5,201 | 03/31/2024 | JPM | 25,963 | $5,201 | 03/31/2024 | Americana Partners LLC | 29,510 | $5,197 | 12/31/2023 | JPM | 29,510 | $5,197 | 12/31/2023 | Papp L Roy & Associates | 25,825 | $5,173 | 03/31/2024 | JPM | 25,825 | $5,173 | 03/31/2024 | Zevenbergen Capital Investments LLC | 30,388 | $5,169 | 12/31/2023 | JPM | 30,388 | $5,169 | 12/31/2023 | Stonebrook Private Inc. | 30,375 | $5,167 | 12/31/2023 | JPM | 30,375 | $5,167 | 12/31/2023 | Fidelis Capital Partners LLC | 30,326 | $5,158 | 12/31/2023 | JPM | 30,326 | $5,158 | 12/31/2023 | Mountain Pacific Investment Advisers Inc. ID | 25,676 | $5,143 | 03/31/2024 | JPM | 25,676 | $5,143 | 03/31/2024 | 9258 Wealth Management LLC | 30,157 | $5,130 | 12/31/2023 | JPM | 30,157 | $5,130 | 12/31/2023 | Valmark Advisers Inc. | 30,114 | $5,122 | 12/31/2023 | JPM | 30,114 | $5,122 | 12/31/2023 | UNIVEST FINANCIAL Corp | 30,093 | $5,119 | 12/31/2023 | JPM | 30,093 | $5,119 | 12/31/2023 | EPG Wealth Management LLC | 29,366 | $5,117 | 12/31/2023 | JPM | 29,366 | $5,117 | 12/31/2023 | Fairhaven Wealth Management LLC | 30,010 | $5,105 | 12/31/2023 | JPM | 30,010 | $5,105 | 12/31/2023 | Allen Holding Inc. NY | 30,000 | $5,103 | 12/31/2023 | JPM | 30,000 | $5,103 | 12/31/2023 | MYDA Advisors LLC | 30,000 | $5,103 | 12/31/2023 | JPM | 30,000 | $5,103 | 12/31/2023 | Bleichroeder LP | 30,000 | $5,103 | 12/31/2023 | JPM | 30,000 | $5,103 | 12/31/2023 | Liberty Capital Management Inc. | 25,435 | $5,095 | 03/31/2024 | JPM | 25,435 | $5,095 | 03/31/2024 | Investment Research & Advisory Group Inc. | 25,437 | $5,095 | 03/31/2024 | JPM | 25,437 | $5,095 | 03/31/2024 | Rockline Wealth Management LLC | 29,874 | $5,082 | 12/31/2023 | JPM | 29,874 | $5,082 | 12/31/2023 | Buckhead Capital Management LLC | 29,846 | $5,077 | 12/31/2023 | JPM | 29,846 | $5,077 | 12/31/2023 | Mount Vernon Associates Inc. MD | 25,322 | $5,072 | 03/31/2024 | JPM | 25,322 | $5,072 | 03/31/2024 | First Business Financial Services Inc. | 29,810 | $5,071 | 12/31/2023 | JPM | 29,810 | $5,071 | 12/31/2023 | Edgestream Partners L.P. | 29,788 | $5,067 | 12/31/2023 | JPM | 29,788 | $5,067 | 12/31/2023 | Exencial Wealth Advisors LLC | 29,767 | $5,063 | 12/31/2023 | JPM | 29,767 | $5,063 | 12/31/2023 | Supplemental Annuity Collective Trust of NJ | 29,700 | $5,052 | 12/31/2023 | JPM | 29,700 | $5,052 | 12/31/2023 | Gradient Capital Advisors LLC | 25,167 | $5,041 | 03/31/2024 | JPM | 25,167 | $5,041 | 03/31/2024 | Lombard Odier Asset Management Switzerland SA | 29,533 | $5,024 | 12/31/2023 | JPM | 29,533 | $5,024 | 12/31/2023 | Lauterbach Financial Advisors LLC | 29,535 | $5,024 | 12/31/2023 | JPM | 29,535 | $5,024 | 12/31/2023 | Accurate Wealth Management LLC | 26,993 | $5,015 | 03/31/2024 | JPM | 26,993 | $5,015 | 03/31/2024 | Cidel Asset Management Inc. | 29,452 | $5,010 | 12/31/2023 | JPM | 29,452 | $5,010 | 12/31/2023 | Atlas Wealth LLC | 29,423 | $5,005 | 12/31/2023 | JPM | 29,423 | $5,005 | 12/31/2023 | Greenfield Savings Bank | 24,803 | $4,968 | 03/31/2024 | JPM | 24,803 | $4,968 | 03/31/2024 | Platform Technology Partners | 28,249 | $4,966 | 12/31/2023 | JPM | 28,249 | $4,966 | 12/31/2023 | Headinvest LLC | 29,122 | $4,954 | 12/31/2023 | JPM | 29,122 | $4,954 | 12/31/2023 | Smithfield Trust Co. | 29,139 | $4,952 | 12/31/2023 | JPM | 29,139 | $4,952 | 12/31/2023 | Connable Office Inc. | 29,109 | $4,951 | 12/31/2023 | JPM | 29,109 | $4,951 | 12/31/2023 | Vise Technologies Inc. | 29,092 | $4,949 | 12/31/2023 | JPM | 29,092 | $4,949 | 12/31/2023 | Peddock Capital Advisors LLC | 29,082 | $4,947 | 12/31/2023 | JPM | 29,082 | $4,947 | 12/31/2023 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4,942 | 12/31/2023 | JPM | 29,078 | $4,942 | 12/31/2023 | Doliver Advisors LP | 24,653 | $4,938 | 03/31/2024 | JPM | 24,653 | $4,938 | 03/31/2024 | Monarch Capital Management Inc. | 28,998 | $4,933 | 12/31/2023 | JPM | 28,998 | $4,933 | 12/31/2023 | Shelter Mutual Insurance Co | 29,000 | $4,933 | 12/31/2023 | JPM | 29,000 | $4,933 | 12/31/2023 | EULAV Asset Management | 29,000 | $4,933 | 12/31/2023 | JPM | 29,000 | $4,933 | 12/31/2023 | Ronald Blue Trust Inc. | 28,990 | $4,931 | 12/31/2023 | JPM | 28,990 | $4,931 | 12/31/2023 | Hall Capital Management Co. Inc. | 28,913 | $4,918 | 12/31/2023 | JPM | 28,913 | $4,918 | 12/31/2023 | Strategic Financial Services Inc | 28,915 | $4,918 | 12/31/2023 | JPM | 28,915 | $4,918 | 12/31/2023 | Prosperity Consulting Group LLC | 28,906 | $4,917 | 12/31/2023 | JPM | 28,906 | $4,917 | 12/31/2023 | Octavia Wealth Advisors LLC | 24,531 | $4,914 | 03/31/2024 | JPM | 24,531 | $4,914 | 03/31/2024 | HCR Wealth Advisors | 28,861 | $4,909 | 12/31/2023 | JPM | 28,861 | $4,909 | 12/31/2023 | Richard Bernstein Advisors LLC | 28,804 | $4,900 | 12/31/2023 | JPM | 28,804 | $4,900 | 12/31/2023 | Red Cedar Investment Management LLC | 24,379 | $4,883 | 03/31/2024 | JPM | 24,379 | $4,883 | 03/31/2024 | Strategic Planning Group LLC | 24,354 | $4,878 | 03/31/2024 | JPM | 24,354 | $4,878 | 03/31/2024 | Bank of Stockton | 24,345 | $4,876 | 03/31/2024 | JPM | 24,345 | $4,876 | 03/31/2024 | StoneX Group Inc. | 28,610 | $4,866 | 12/31/2023 | JPM | 28,610 | $4,866 | 12/31/2023 | Lincluden Management Ltd. | 28,573 | $4,860 | 12/31/2023 | JPM | 28,573 | $4,860 | 12/31/2023 | Cornerstone Wealth Management LLC | 24,224 | $4,852 | 03/31/2024 | JPM | 24,224 | $4,852 | 03/31/2024 | Syon Capital LLC | 28,527 | $4,852 | 12/31/2023 | JPM | 28,527 | $4,852 | 12/31/2023 | SOL Capital Management CO | 24,198 | $4,847 | 03/31/2024 | JPM | 24,198 | $4,847 | 03/31/2024 | B.O.S.S. Retirement Advisors LLC | 28,382 | $4,828 | 12/31/2023 | JPM | 28,382 | $4,828 | 12/31/2023 | Trinity Legacy Partners LLC | 24,101 | $4,827 | 03/31/2024 | JPM | 24,101 | $4,827 | 03/31/2024 | Act Two Investors LLC | 28,332 | $4,819 | 12/31/2023 | JPM | 28,332 | $4,819 | 12/31/2023 | Athena Investment Management | 28,324 | $4,818 | 12/31/2023 | JPM | 28,324 | $4,818 | 12/31/2023 | Wasatch Advisors Inc. | 24,030 | $4,813 | 03/31/2024 | JPM | 24,030 | $4,813 | 03/31/2024 | Lincoln Capital Corp | 23,973 | $4,802 | 03/31/2024 | JPM | 23,973 | $4,802 | 03/31/2024 | Ironwood Investment Counsel LLC | 28,111 | $4,782 | 12/31/2023 | JPM | 28,111 | $4,782 | 12/31/2023 | Hudock Inc. | 28,113 | $4,782 | 12/31/2023 | JPM | 28,113 | $4,782 | 12/31/2023 | Hunter Perkins Capital Management LLC | 23,832 | $4,774 | 03/31/2024 | JPM | 23,832 | $4,774 | 03/31/2024 | Crystal Rock Capital Management | 28,068 | $4,774 | 12/31/2023 | JPM | 28,068 | $4,774 | 12/31/2023 | Proequities Inc. | 28,046 | $4,771 | 12/31/2023 | JPM | 28,046 | $4,771 | 12/31/2023 | LJI Wealth Management LLC | 28,036 | $4,769 | 12/31/2023 | JPM | 28,036 | $4,769 | 12/31/2023 | Mach 1 Financial Group Inc. | 28,007 | $4,764 | 12/31/2023 | JPM | 28,007 | $4,764 | 12/31/2023 | Occidental Asset Management LLC | 23,778 | $4,763 | 03/31/2024 | JPM | 23,778 | $4,763 | 03/31/2024 | Monetta Financial Services Inc. | 28,000 | $4,763 | 12/31/2023 | JPM | 28,000 | $4,763 | 12/31/2023 | Long Run Wealth Advisors LLC | 27,985 | $4,760 | 12/31/2023 | JPM | 27,985 | $4,760 | 12/31/2023 | Calamos Wealth Management LLC | 27,924 | $4,750 | 12/31/2023 | JPM | 27,924 | $4,750 | 12/31/2023 | Parkside Financial Bank & Trust | 27,919 | $4,749 | 12/31/2023 | JPM | 27,919 | $4,749 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 27,912 | $4,748 | 12/31/2023 | JPM | 27,912 | $4,748 | 12/31/2023 | WD Rutherford LLC | 23,678 | $4,743 | 03/31/2024 | JPM | 23,678 | $4,743 | 03/31/2024 | Moloney Securities Asset Management LLC | 27,813 | $4,731 | 12/31/2023 | JPM | 27,813 | $4,731 | 12/31/2023 | Resonant Capital Advisors LLC | 27,790 | $4,727 | 12/31/2023 | JPM | 27,790 | $4,727 | 12/31/2023 | Mill Creek Capital Advisors LLC | 27,780 | $4,725 | 12/31/2023 | JPM | 27,780 | $4,725 | 12/31/2023 | Vident Advisory LLC | 27,769 | $4,724 | 12/31/2023 | JPM | 27,769 | $4,724 | 12/31/2023 | Mattern Wealth Management LLC | 27,740 | $4,719 | 12/31/2023 | JPM | 27,740 | $4,719 | 12/31/2023 | Permanens Capital L.P. | 27,738 | $4,718 | 12/31/2023 | JPM | 27,738 | $4,718 | 12/31/2023 | Addison Capital Co | 27,694 | $4,711 | 12/31/2023 | JPM | 27,694 | $4,711 | 12/31/2023 | Sargent Investment Group LLC | 27,689 | $4,710 | 12/31/2023 | JPM | 27,689 | $4,710 | 12/31/2023 | Affinity Investment Advisors LLC | 27,678 | $4,708 | 12/31/2023 | JPM | 27,678 | $4,708 | 12/31/2023 | CX Institutional | 23,489 | $4,705 | 03/31/2024 | JPM | 23,489 | $4,705 | 03/31/2024 | Icon Advisers Inc. Co. | 27,587 | $4,693 | 12/31/2023 | JPM | 27,587 | $4,693 | 12/31/2023 | Curbstone Financial Management Corp | 23,380 | $4,683 | 03/31/2024 | JPM | 23,380 | $4,683 | 03/31/2024 | Richard P Slaughter Associates Inc | 23,376 | $4,682 | 03/31/2024 | JPM | 23,376 | $4,682 | 03/31/2024 | SkyOak Wealth LLC | 27,494 | $4,677 | 12/31/2023 | JPM | 27,494 | $4,677 | 12/31/2023 | Premier Path Wealth Partners LLC | 23,268 | $4,660 | 03/31/2024 | JPM | 23,268 | $4,660 | 03/31/2024 | Owen LaRue LLC | 27,357 | $4,653 | 12/31/2023 | JPM | 27,357 | $4,653 | 12/31/2023 | Roanoke Asset Management Corp NY | | $4,650 | 12/31/2023 | JPM | 24,624 | $4,188 | 12/31/2023 | JPM.PRK | 11,550 | $237 | 12/31/2023 | JPM.PRD | 9,000 | $225 | 12/31/2023 | GM Advisory Group Inc. | 27,321 | $4,647 | 12/31/2023 | JPM | 27,321 | $4,647 | 12/31/2023 | Source Financial Advisors LLC | 27,321 | $4,647 | 12/31/2023 | JPM | 27,321 | $4,647 | 12/31/2023 | Bank Hapoalim BM | 27,270 | $4,639 | 12/31/2023 | JPM | 27,270 | $4,639 | 12/31/2023 | Hayek Kallen Investment Management | 27,257 | $4,636 | 12/31/2023 | JPM | 27,257 | $4,636 | 12/31/2023 | AAFMAA Wealth Management & Trust LLC | 27,240 | $4,634 | 12/31/2023 | JPM | 27,240 | $4,634 | 12/31/2023 | Charles Schwab Trust Co | 23,104 | $4,628 | 03/31/2024 | JPM | 23,104 | $4,628 | 03/31/2024 | O ROURKE & COMPANY Inc | 23,041 | $4,615 | 03/31/2024 | JPM | 23,041 | $4,615 | 03/31/2024 | Farther Finance Advisors LLC | 27,099 | $4,610 | 12/31/2023 | JPM | 27,099 | $4,610 | 12/31/2023 | IMA Wealth Inc. | 22,986 | $4,604 | 03/31/2024 | JPM | 22,986 | $4,604 | 03/31/2024 | Ameliora Wealth Management Ltd. | 22,939 | $4,595 | 03/31/2024 | JPM | 22,939 | $4,595 | 03/31/2024 | Monetary Management Group Inc. | 27,004 | $4,593 | 12/31/2023 | JPM | 27,004 | $4,593 | 12/31/2023 | Altrius Capital Management Inc | 26,973 | $4,588 | 12/31/2023 | JPM | 26,973 | $4,588 | 12/31/2023 | SYSTM Wealth Solutions LLC | 26,864 | $4,570 | 12/31/2023 | JPM | 26,864 | $4,570 | 12/31/2023 | Midland Wealth Advisors LLC | 26,860 | $4,569 | 12/31/2023 | JPM | 26,860 | $4,569 | 12/31/2023 | Adirondack Trust Co. | 22,770 | $4,561 | 03/31/2024 | JPM | 22,770 | $4,561 | 03/31/2024 | Alpha DNA Investment Management LLC | 26,792 | $4,557 | 12/31/2023 | JPM | 26,792 | $4,557 | 12/31/2023 | Alta Capital Management LLC | 26,772 | $4,554 | 12/31/2023 | JPM | 26,772 | $4,554 | 12/31/2023 | Sutton Place Investors LLC | 22,725 | $4,552 | 03/31/2024 | JPM | 22,725 | $4,552 | 03/31/2024 | Central Valley Advisors LLC | 22,691 | $4,545 | 03/31/2024 | JPM | 22,691 | $4,545 | 03/31/2024 | Midwest Professional Planners LTD. | 26,667 | $4,536 | 12/31/2023 | JPM | 26,667 | $4,536 | 12/31/2023 | Trifecta Capital Advisors LLC | 22,636 | $4,534 | 03/31/2024 | JPM | 22,636 | $4,534 | 03/31/2024 | J. W. Coons Advisors LLC | 26,591 | $4,523 | 12/31/2023 | JPM | 26,591 | $4,523 | 12/31/2023 | Rehmann Capital Advisory Group | 26,590 | $4,523 | 12/31/2023 | JPM | 26,590 | $4,523 | 12/31/2023 | Pacifica Partners Inc. | 23,156 | $4,508 | 03/31/2024 | JPM | 23,156 | $4,508 | 03/31/2024 | Evoke Wealth LLC | 26,428 | $4,496 | 12/31/2023 | JPM | 26,428 | $4,496 | 12/31/2023 | BOK Financial Private Wealth Inc. | 26,391 | $4,489 | 12/31/2023 | JPM | 26,391 | $4,489 | 12/31/2023 | Team Hewins LLC | 26,392 | $4,489 | 12/31/2023 | JPM | 26,392 | $4,489 | 12/31/2023 | Scott & Selber Inc. | 26,387 | $4,488 | 12/31/2023 | JPM | 26,387 | $4,488 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 26,189 | $4,455 | 12/31/2023 | JPM | 26,189 | $4,455 | 12/31/2023 | Holderness Investments Co. | 26,141 | $4,447 | 12/31/2023 | JPM | 26,141 | $4,447 | 12/31/2023 | KLCM Advisors Inc. | 26,107 | $4,441 | 12/31/2023 | JPM | 26,107 | $4,441 | 12/31/2023 | TrinityPoint Wealth LLC | 26,088 | $4,438 | 12/31/2023 | JPM | 26,088 | $4,438 | 12/31/2023 | Norway Savings Bank | 22,123 | $4,431 | 03/31/2024 | JPM | 22,123 | $4,431 | 03/31/2024 | Fairfield Bush & CO. | 26,033 | $4,428 | 12/31/2023 | JPM | 26,033 | $4,428 | 12/31/2023 | Malaga Cove Capital LLC | 25,963 | $4,416 | 12/31/2023 | JPM | 25,963 | $4,416 | 12/31/2023 | AM Investment Strategies LLC | 25,823 | $4,392 | 12/31/2023 | JPM | 25,823 | $4,392 | 12/31/2023 | Platte River Wealth Advisors LLC | 21,922 | $4,391 | 03/31/2024 | JPM | 21,922 | $4,391 | 03/31/2024 | Shoker Investment Counsel Inc. | 25,814 | $4,391 | 12/31/2023 | JPM | 25,814 | $4,391 | 12/31/2023 | Cohen Investment Advisors LLC | 21,875 | $4,382 | 03/31/2024 | JPM | 21,875 | $4,382 | 03/31/2024 | Massachusetts Wealth Management | 21,859 | $4,378 | 03/31/2024 | JPM | 21,859 | $4,378 | 03/31/2024 | Brandywine Oak Private Wealth LLC | 25,741 | $4,378 | 12/31/2023 | JPM | 25,741 | $4,378 | 12/31/2023 | Benjamin Edwards Inc. | 25,710 | $4,373 | 12/31/2023 | JPM | 25,710 | $4,373 | 12/31/2023 | DF Dent & Co. Inc. | 25,685 | $4,369 | 12/31/2023 | JPM | 25,685 | $4,369 | 12/31/2023 | Eagle Capital Management LLC LA | 21,783 | $4,363 | 03/31/2024 | JPM | 21,783 | $4,363 | 03/31/2024 | Lee Danner & Bass Inc. | 25,572 | $4,350 | 12/31/2023 | JPM | 25,572 | $4,350 | 12/31/2023 | Sugarloaf Wealth Management LLC | 21,682 | $4,343 | 03/31/2024 | JPM | 21,682 | $4,343 | 03/31/2024 | Bowman & Co S.C. | 21,683 | $4,343 | 03/31/2024 | JPM | 21,683 | $4,343 | 03/31/2024 | EverSource Wealth Advisors LLC | 25,512 | $4,340 | 12/31/2023 | JPM | 25,512 | $4,340 | 12/31/2023 | BBR Partners LLC | 25,437 | $4,327 | 12/31/2023 | JPM | 25,437 | $4,327 | 12/31/2023 | West Oak Capital LLC | 21,594 | $4,325 | 03/31/2024 | JPM | 21,594 | $4,325 | 03/31/2024 | Advisor Resource Council | 21,571 | $4,321 | 03/31/2024 | JPM | 21,571 | $4,321 | 03/31/2024 | Financial Advisory Partners LLC | 21,548 | $4,316 | 03/31/2024 | JPM | 21,548 | $4,316 | 03/31/2024 | Citizens & Northern Corp | 25,368 | $4,315 | 12/31/2023 | JPM | 25,368 | $4,315 | 12/31/2023 | Quadrant Private Wealth Management LLC | 25,309 | $4,305 | 12/31/2023 | JPM | 25,309 | $4,305 | 12/31/2023 | Mystic Asset Management Inc. | 25,295 | $4,303 | 12/31/2023 | JPM | 25,295 | $4,303 | 12/31/2023 | Rosenblum Silverman Sutton S F Inc. CA | 25,278 | $4,300 | 12/31/2023 | JPM | 25,278 | $4,300 | 12/31/2023 | Legato Capital Management LLC | 21,465 | $4,299 | 03/31/2024 | JPM | 21,465 | $4,299 | 03/31/2024 | United Bank | 25,235 | $4,292 | 12/31/2023 | JPM | 25,235 | $4,292 | 12/31/2023 | Nicolet Bankshares Inc. | 25,218 | $4,290 | 12/31/2023 | JPM | 25,218 | $4,290 | 12/31/2023 | Newman Dignan & Sheerar Inc. | 25,203 | $4,287 | 12/31/2023 | JPM | 25,203 | $4,287 | 12/31/2023 | Leelyn Smith LLC | 25,145 | $4,277 | 12/31/2023 | JPM | 25,145 | $4,277 | 12/31/2023 | Founders Financial Alliance LLC | 25,040 | $4,259 | 12/31/2023 | JPM | 25,040 | $4,259 | 12/31/2023 | Mitsubishi UFJ Asset Management UK Ltd. | 25,000 | $4,253 | 12/31/2023 | JPM | 25,000 | $4,253 | 12/31/2023 | S&CO Inc. | 24,999 | $4,252 | 12/31/2023 | JPM | 24,999 | $4,252 | 12/31/2023 | Eos Management L.P. | 25,000 | $4,252 | 12/31/2023 | JPM | 25,000 | $4,252 | 12/31/2023 | SeaBridge Investment Advisors LLC | 24,989 | $4,251 | 12/31/2023 | JPM | 24,989 | $4,251 | 12/31/2023 | Simon Quick Advisors LLC | 21,213 | $4,249 | 03/31/2024 | JPM | 21,213 | $4,249 | 03/31/2024 | SOA Wealth Advisors LLC. | 21,180 | $4,242 | 03/31/2024 | JPM | 21,180 | $4,242 | 03/31/2024 | Gryphon Financial Partners LLC | 25,004 | $4,238 | 12/31/2023 | JPM | 25,004 | $4,238 | 12/31/2023 | Morton Community Bank | 24,822 | $4,222 | 12/31/2023 | JPM | 24,822 | $4,222 | 12/31/2023 | Naviter Wealth LLC | 21,057 | $4,218 | 03/31/2024 | JPM | 21,057 | $4,218 | 03/31/2024 | Altfest L J & Co. Inc. | 21,029 | $4,212 | 03/31/2024 | JPM | 21,029 | $4,212 | 03/31/2024 | Spirit of America Management Corp NY | 20,992 | $4,205 | 03/31/2024 | JPM | 20,992 | $4,205 | 03/31/2024 | San Luis Wealth Advisors LLC | 20,985 | $4,203 | 03/31/2024 | JPM | 20,985 | $4,203 | 03/31/2024 | Argus Investors Counsel Inc. | 24,663 | $4,195 | 12/31/2023 | JPM | 24,663 | $4,195 | 12/31/2023 | Studio Investment Management LLC | 24,657 | $4,194 | 12/31/2023 | JPM | 24,657 | $4,194 | 12/31/2023 | DRW Securities LLC | 24,608 | $4,190 | 12/31/2023 | JPM | 24,608 | $4,190 | 12/31/2023 | Signet Investment Advisory Group Inc. | 24,628 | $4,189 | 12/31/2023 | JPM | 24,628 | $4,189 | 12/31/2023 | Blume Capital Management Inc. | 24,623 | $4,188 | 12/31/2023 | JPM | 24,623 | $4,188 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 24,620 | $4,188 | 12/31/2023 | JPM | 24,620 | $4,188 | 12/31/2023 | Worldquant Millennium Advisors LLC | 24,611 | $4,186 | 12/31/2023 | JPM | 24,611 | $4,186 | 12/31/2023 | High Note Wealth LLC | 24,610 | $4,186 | 12/31/2023 | JPM | 24,610 | $4,186 | 12/31/2023 | Sterling Investment Advisors Ltd. | 24,588 | $4,182 | 12/31/2023 | JPM | 24,588 | $4,182 | 12/31/2023 | Archford Capital Strategies LLC | 20,789 | $4,164 | 03/31/2024 | JPM | 20,789 | $4,164 | 03/31/2024 | Grandfield & Dodd LLC | 24,469 | $4,162 | 12/31/2023 | JPM | 24,469 | $4,162 | 12/31/2023 | SWS Partners | 24,457 | $4,160 | 12/31/2023 | JPM | 24,457 | $4,160 | 12/31/2023 | Perkins Coie Trust Co | 20,743 | $4,155 | 03/31/2024 | JPM | 20,743 | $4,155 | 03/31/2024 | DeDora Capital Inc. | 20,744 | $4,155 | 03/31/2024 | JPM | 20,744 | $4,155 | 03/31/2024 | Connecticut Wealth Management LLC | 24,390 | $4,149 | 12/31/2023 | JPM | 24,390 | $4,149 | 12/31/2023 | Trustco Bank Corp N Y | 24,357 | $4,143 | 12/31/2023 | JPM | 24,357 | $4,143 | 12/31/2023 | Grove Bank & Trust | 24,292 | $4,132 | 12/31/2023 | JPM | 24,292 | $4,132 | 12/31/2023 | Winch Advisory Services LLC | 24,228 | $4,121 | 12/31/2023 | JPM | 24,228 | $4,121 | 12/31/2023 | Van ECK Associates Corp | 24,168 | $4,111 | 12/31/2023 | JPM | 24,168 | $4,111 | 12/31/2023 | Mechanics Financial Corp | 24,162 | $4,110 | 12/31/2023 | JPM | 24,162 | $4,110 | 12/31/2023 | Harbor Advisors LLC | 24,148 | $4,108 | 12/31/2023 | JPM | 24,148 | $4,108 | 12/31/2023 | Sanders Morris Harris LLC | 20,494 | $4,105 | 03/31/2024 | JPM | 20,494 | $4,105 | 03/31/2024 | Valley Brook Capital Group | 24,054 | $4,092 | 12/31/2023 | JPM | 24,054 | $4,092 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 24,024 | $4,087 | 12/31/2023 | JPM | 24,024 | $4,087 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 23,985 | $4,080 | 12/31/2023 | JPM | 23,985 | $4,080 | 12/31/2023 | Zullo Investment Group Inc. | 20,362 | $4,079 | 03/31/2024 | JPM | 20,362 | $4,079 | 03/31/2024 | Crescent Sterling Ltd. | 20,342 | $4,075 | 03/31/2024 | JPM | 20,342 | $4,075 | 03/31/2024 | Gilliland Jeter Wealth Management LLC | 23,954 | $4,075 | 12/31/2023 | JPM | 23,954 | $4,075 | 12/31/2023 | Patrick M Sweeney & Associates Inc. | 23,940 | $4,072 | 12/31/2023 | JPM | 23,940 | $4,072 | 12/31/2023 | Abacus Planning Group Inc. | 20,304 | $4,067 | 03/31/2024 | JPM | 20,304 | $4,067 | 03/31/2024 | Laird Norton Trust Company LLC | 23,890 | $4,064 | 12/31/2023 | JPM | 23,890 | $4,064 | 12/31/2023 | RB Capital Management LLC | 23,886 | $4,063 | 12/31/2023 | JPM | 23,886 | $4,063 | 12/31/2023 | Brevan Howard Capital Management LP | 23,882 | $4,062 | 12/31/2023 | JPM | 23,882 | $4,062 | 12/31/2023 | Kinsale Capital Group Inc. | 23,873 | $4,061 | 12/31/2023 | JPM | 23,873 | $4,061 | 12/31/2023 | Proquility Private Wealth Partners LLC | 23,871 | $4,060 | 12/31/2023 | JPM | 23,871 | $4,060 | 12/31/2023 | Financial Advocates Investment Management | 23,855 | $4,058 | 12/31/2023 | JPM | 23,855 | $4,058 | 12/31/2023 | Columbia Trust Co 01012016 | 23,847 | $4,056 | 12/31/2023 | JPM | 23,847 | $4,056 | 12/31/2023 | Steward Partners Investment Solutions LLC | 23,836 | $4,055 | 12/31/2023 | JPM | 23,836 | $4,055 | 12/31/2023 | Pure Financial Advisors Inc. | 20,209 | $4,048 | 03/31/2024 | JPM | 20,209 | $4,048 | 03/31/2024 | Wakefield Asset Management LLLP | 23,766 | $4,043 | 12/31/2023 | JPM | 23,766 | $4,043 | 12/31/2023 | Mather Group LLC. | 20,178 | $4,042 | 03/31/2024 | JPM | 20,178 | $4,042 | 03/31/2024 | Y Intercept Hong Kong Ltd | 23,760 | $4,042 | 12/31/2023 | JPM | 23,760 | $4,042 | 12/31/2023 | Nichols & Pratt Advisers LLP MA | 23,733 | $4,037 | 12/31/2023 | JPM | 23,733 | $4,037 | 12/31/2023 | Tyche Wealth Partners LLC | 20,150 | $4,036 | 03/31/2024 | JPM | 20,150 | $4,036 | 03/31/2024 | Continuum Advisory LLC | 23,666 | $4,026 | 12/31/2023 | JPM | 23,666 | $4,026 | 12/31/2023 | Desjardins Global Asset Management Inc. | 23,648 | $4,024 | 12/31/2023 | JPM | 23,648 | $4,024 | 12/31/2023 | Prestige Wealth Management Group LLC | 23,628 | $4,019 | 12/31/2023 | JPM | 23,628 | $4,019 | 12/31/2023 | Agate Pass Investment Management LLC | 20,051 | $4,016 | 03/31/2024 | JPM | 20,051 | $4,016 | 03/31/2024 | Weitz Investment Management Inc. | 23,500 | $3,997 | 12/31/2023 | JPM | 23,500 | $3,997 | 12/31/2023 | Marks Group Wealth Management Inc | 23,417 | $3,983 | 12/31/2023 | JPM | 23,417 | $3,983 | 12/31/2023 | Seascape Capital Management | 23,382 | $3,977 | 12/31/2023 | JPM | 23,382 | $3,977 | 12/31/2023 | Blue Edge Capital LLC | 23,369 | $3,975 | 12/31/2023 | JPM | 23,369 | $3,975 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 19,824 | $3,971 | 03/31/2024 | JPM | 19,824 | $3,971 | 03/31/2024 | Pavion Blue Capital LLC | 23,329 | $3,968 | 12/31/2023 | JPM | 23,329 | $3,968 | 12/31/2023 | Triasima Portfolio Management inc. | 23,298 | $3,963 | 12/31/2023 | JPM | 23,298 | $3,963 | 12/31/2023 | Beech Hill Advisors Inc. | 19,751 | $3,956 | 03/31/2024 | JPM | 19,751 | $3,956 | 03/31/2024 | West Michigan Advisors LLC | 23,240 | $3,953 | 12/31/2023 | JPM | 23,240 | $3,953 | 12/31/2023 | Capital Investment Advisory Services LLC | 23,221 | $3,950 | 12/31/2023 | JPM | 23,221 | $3,950 | 12/31/2023 | Sheets Smith Wealth Management | 23,212 | $3,948 | 12/31/2023 | JPM | 23,212 | $3,948 | 12/31/2023 | Moreno Evelyn V | 23,205 | $3,947 | 12/31/2023 | JPM | 23,205 | $3,947 | 12/31/2023 | Clear Creek Financial Management LLC | 23,142 | $3,937 | 12/31/2023 | JPM | 23,142 | $3,937 | 12/31/2023 | Regatta Capital Group LLC | 19,618 | $3,929 | 03/31/2024 | JPM | 19,618 | $3,929 | 03/31/2024 | Piscataqua Savings Bank | 19,613 | $3,928 | 03/31/2024 | JPM | 19,613 | $3,928 | 03/31/2024 | Coastline Trust Co | 23,027 | $3,917 | 12/31/2023 | JPM | 23,027 | $3,917 | 12/31/2023 | Gables Capital Management Inc. | 23,024 | $3,916 | 12/31/2023 | JPM | 23,024 | $3,916 | 12/31/2023 | Advisors Management Group Inc. ADV | 22,965 | $3,906 | 12/31/2023 | JPM | 22,965 | $3,906 | 12/31/2023 | Trustmark National Bank Trust Department | 22,965 | $3,906 | 12/31/2023 | JPM | 22,965 | $3,906 | 12/31/2023 | Portside Wealth Group LLC | 19,460 | $3,898 | 03/31/2024 | JPM | 19,460 | $3,898 | 03/31/2024 | Virginia Wealth Management Group Inc. | 22,916 | $3,898 | 12/31/2023 | JPM | 22,916 | $3,898 | 12/31/2023 | Highlander Capital Management LLC | | $3,897 | 12/31/2023 | JPM | 22,787 | $3,876 | 12/31/2023 | Fixed Income | 21,000 | $21 | 12/31/2023 | VisionPoint Advisory Group LLC | 22,899 | $3,895 | 12/31/2023 | JPM | 22,899 | $3,895 | 12/31/2023 | Transatlantique Private Wealth LLC | 22,897 | $3,895 | 12/31/2023 | JPM | 22,897 | $3,895 | 12/31/2023 | Acropolis Investment Management LLC | 19,434 | $3,893 | 03/31/2024 | JPM | 19,434 | $3,893 | 03/31/2024 | WealthPlan Investment Management LLC | 22,881 | $3,892 | 12/31/2023 | JPM | 22,881 | $3,892 | 12/31/2023 | 180 Wealth Advisors LLC | 19,426 | $3,891 | 03/31/2024 | JPM | 19,426 | $3,891 | 03/31/2024 | Delta Financial Group Inc. | 22,868 | $3,890 | 12/31/2023 | JPM | 22,868 | $3,890 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 22,850 | $3,887 | 12/31/2023 | JPM | 22,850 | $3,887 | 12/31/2023 | Dudley Capital Management LLC | 22,802 | $3,879 | 12/31/2023 | JPM | 22,802 | $3,879 | 12/31/2023 | NCM Capital Management LLC | 22,796 | $3,878 | 12/31/2023 | JPM | 22,796 | $3,878 | 12/31/2023 | Hedeker Wealth LLC | 19,354 | $3,877 | 03/31/2024 | JPM | 19,354 | $3,877 | 03/31/2024 | Key Financial Inc | 22,740 | $3,868 | 12/31/2023 | JPM | 22,740 | $3,868 | 12/31/2023 | Certified Advisory Corp | 22,712 | $3,863 | 12/31/2023 | JPM | 22,712 | $3,863 | 12/31/2023 | Harvey Investment Co. LLC | 19,266 | $3,859 | 03/31/2024 | JPM | 19,266 | $3,859 | 03/31/2024 | Great Lakes Retirement Inc. | 22,671 | $3,856 | 12/31/2023 | JPM | 22,671 | $3,856 | 12/31/2023 | Jmac Enterprises LLC | 22,637 | $3,851 | 12/31/2023 | JPM | 22,637 | $3,851 | 12/31/2023 | Convergence Investment Partners LLC | 22,631 | $3,850 | 12/31/2023 | JPM | 22,631 | $3,850 | 12/31/2023 | Asahi Life Asset Management CO. LTD. | 22,603 | $3,845 | 12/31/2023 | JPM | 22,603 | $3,845 | 12/31/2023 | Quadcap Wealth Management LLC | 22,553 | $3,836 | 12/31/2023 | JPM | 22,553 | $3,836 | 12/31/2023 | Bell Bank | 19,102 | $3,826 | 03/31/2024 | JPM | 19,102 | $3,826 | 03/31/2024 | OneAscent Financial Services LLC | 19,091 | $3,824 | 03/31/2024 | JPM | 19,091 | $3,824 | 03/31/2024 | Summit Global Investments | 22,465 | $3,821 | 12/31/2023 | JPM | 22,465 | $3,821 | 12/31/2023 | Opinicus Capital Inc. | 19,068 | $3,819 | 03/31/2024 | JPM | 19,068 | $3,819 | 03/31/2024 | Processus Wealth & Capital Management LLC | 19,067 | $3,819 | 03/31/2024 | JPM | 19,067 | $3,819 | 03/31/2024 | Guardian Investment Management | 22,435 | $3,816 | 12/31/2023 | JPM | 22,435 | $3,816 | 12/31/2023 | Trinity Financial Advisors LLC | 18,983 | $3,802 | 03/31/2024 | JPM | 18,983 | $3,802 | 03/31/2024 | Gilder Gagnon Howe & Co. LLC | 22,343 | $3,801 | 12/31/2023 | JPM | 22,343 | $3,801 | 12/31/2023 | Investment Partners LTD. | 18,947 | $3,795 | 03/31/2024 | JPM | 18,947 | $3,795 | 03/31/2024 | Oak Asset Management LLC | 18,949 | $3,795 | 03/31/2024 | JPM | 18,949 | $3,795 | 03/31/2024 | Wealthsource Partners LLC | 22,301 | $3,793 | 12/31/2023 | JPM | 22,301 | $3,793 | 12/31/2023 | Northcape Wealth Management LLC | 22,242 | $3,783 | 12/31/2023 | JPM | 22,242 | $3,783 | 12/31/2023 | Account Management LLC | 22,215 | $3,779 | 12/31/2023 | JPM | 22,215 | $3,779 | 12/31/2023 | Graybill Bartz & Assoc Ltd. | 18,849 | $3,775 | 03/31/2024 | JPM | 18,849 | $3,775 | 03/31/2024 | Criterion Capital Advisors LLC | 18,835 | $3,773 | 03/31/2024 | JPM | 18,835 | $3,773 | 03/31/2024 | Wunderlich Capital Managemnt | 22,169 | $3,771 | 12/31/2023 | JPM | 22,169 | $3,771 | 12/31/2023 | Peachtree Investment Partners LLC | 22,125 | $3,764 | 12/31/2023 | JPM | 22,125 | $3,764 | 12/31/2023 | Larson Financial Group LLC | 22,094 | $3,758 | 12/31/2023 | JPM | 22,094 | $3,758 | 12/31/2023 | Intrepid Financial Planning Group LLC | 22,081 | $3,756 | 12/31/2023 | JPM | 22,081 | $3,756 | 12/31/2023 | Beaton Management Co. Inc. | 22,079 | $3,756 | 12/31/2023 | JPM | 22,079 | $3,756 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 21,998 | $3,744 | 12/31/2023 | JPM | 21,998 | $3,744 | 12/31/2023 | Andra AP fonden | 22,000 | $3,742 | 12/31/2023 | JPM | 22,000 | $3,742 | 12/31/2023 | Lodestone Wealth Management LLC | 21,998 | $3,742 | 12/31/2023 | JPM | 21,998 | $3,742 | 12/31/2023 | River Street Advisors LLC | 18,651 | $3,736 | 03/31/2024 | JPM | 18,651 | $3,736 | 03/31/2024 | Coastal Investment Advisors Inc. | 18,646 | $3,735 | 03/31/2024 | JPM | 18,646 | $3,735 | 03/31/2024 | Congress Park Capital LLC | 18,632 | $3,732 | 03/31/2024 | JPM | 18,632 | $3,732 | 03/31/2024 | Register Financial Advisors LLC | 18,615 | $3,729 | 03/31/2024 | JPM | 18,615 | $3,729 | 03/31/2024 | Outfitter Financial LLC | 21,898 | $3,725 | 12/31/2023 | JPM | 21,898 | $3,725 | 12/31/2023 | Sawyer & Company Inc | 18,590 | $3,724 | 03/31/2024 | JPM | 18,590 | $3,724 | 03/31/2024 | Concord Wealth Partners | 21,869 | $3,720 | 12/31/2023 | JPM | 21,869 | $3,720 | 12/31/2023 | Arbor Trust Wealth Advisors LLC | 18,829 | $3,702 | 03/31/2024 | JPM | 18,829 | $3,702 | 03/31/2024 | Archer Investment Corp | | $3,699 | 12/31/2023 | JPM | 20,860 | $3,548 | 12/31/2023 | Preferred | 150,000 | $151 | 12/31/2023 | Phoenix Wealth Advisors | 21,474 | $3,695 | 12/31/2023 | JPM | 21,474 | $3,695 | 12/31/2023 | Bank OZK | 21,668 | $3,686 | 12/31/2023 | JPM | 21,668 | $3,686 | 12/31/2023 | VeraBank N.A. | 21,613 | $3,676 | 12/31/2023 | JPM | 21,613 | $3,676 | 12/31/2023 | Oak Family Advisors LLC | 18,337 | $3,673 | 03/31/2024 | JPM | 18,337 | $3,673 | 03/31/2024 | Integrated Investment Consultants LLC | 18,323 | $3,670 | 03/31/2024 | JPM | 18,323 | $3,670 | 03/31/2024 | Intellectus Partners LLC | 21,545 | $3,665 | 12/31/2023 | JPM | 21,545 | $3,665 | 12/31/2023 | Liberty One Investment Management LLC | 21,525 | $3,661 | 12/31/2023 | JPM | 21,525 | $3,661 | 12/31/2023 | Pine Ridge Advisers LLC | 21,500 | $3,657 | 12/31/2023 | JPM | 21,500 | $3,657 | 12/31/2023 | Nvwm LLC | 21,484 | $3,655 | 12/31/2023 | JPM | 21,484 | $3,655 | 12/31/2023 | Edgewood Management LLC | 21,464 | $3,651 | 12/31/2023 | JPM | 21,464 | $3,651 | 12/31/2023 | Marathon Capital Management | 21,403 | $3,641 | 12/31/2023 | JPM | 21,403 | $3,641 | 12/31/2023 | Wynn Capital LLC | 18,142 | $3,634 | 03/31/2024 | JPM | 18,142 | $3,634 | 03/31/2024 | CNB Bank | 21,321 | $3,627 | 12/31/2023 | JPM | 21,321 | $3,627 | 12/31/2023 | Channel Wealth LLC | 18,095 | $3,624 | 03/31/2024 | JPM | 18,095 | $3,624 | 03/31/2024 | Peoples Financial Services CORP. | 18,040 | $3,613 | 03/31/2024 | JPM | 18,040 | $3,613 | 03/31/2024 | Moseley Investment Management Inc. | 18,009 | $3,607 | 03/31/2024 | JPM | 18,009 | $3,607 | 03/31/2024 | Oak Harbor Wealth Partners LLC | 17,943 | $3,594 | 03/31/2024 | JPM | 17,943 | $3,594 | 03/31/2024 | Hoey Investments Inc. | | $3,594 | 12/31/2023 | JPM | 20,631 | $3,509 | 12/31/2023 | Call | 500 | $85 | 12/31/2023 | Second Half Financial Partners LLC | 21,127 | $3,594 | 12/31/2023 | JPM | 21,127 | $3,594 | 12/31/2023 | Dumont & Blake Investment Advisors LLC | 17,879 | $3,581 | 03/31/2024 | JPM | 17,879 | $3,581 | 03/31/2024 | Resurgent Financial Advisors LLC | 21,009 | $3,574 | 12/31/2023 | JPM | 21,009 | $3,574 | 12/31/2023 | Hanson & Doremus Investment Management | 17,827 | $3,571 | 03/31/2024 | JPM | 17,827 | $3,571 | 03/31/2024 | Poehling Capital Management LLC | 20,991 | $3,571 | 12/31/2023 | JPM | 20,991 | $3,571 | 12/31/2023 | Knott David M Jr | 20,985 | $3,570 | 12/31/2023 | JPM | 20,985 | $3,570 | 12/31/2023 | Transamerica Financial Advisors Inc. | 20,972 | $3,568 | 12/31/2023 | JPM | 20,972 | $3,568 | 12/31/2023 | Home Federal Bank of Tennessee | 17,808 | $3,567 | 03/31/2024 | JPM | 17,808 | $3,567 | 03/31/2024 | CoreCap Advisors LLC | 20,965 | $3,566 | 12/31/2023 | JPM | 20,965 | $3,566 | 12/31/2023 | Everett Harris & Co. CA | 17,790 | $3,563 | 03/31/2024 | JPM | 17,790 | $3,563 | 03/31/2024 | Nvest Financial LLC | 17,765 | $3,558 | 03/31/2024 | JPM | 17,765 | $3,558 | 03/31/2024 | Game Plan Financial Advisors LLC | 17,743 | $3,554 | 03/31/2024 | JPM | 17,743 | $3,554 | 03/31/2024 | StrongBox Wealth LLC | 20,872 | $3,550 | 12/31/2023 | JPM | 20,872 | $3,550 | 12/31/2023 | Legacy Advisors LLC | 20,824 | $3,542 | 12/31/2023 | JPM | 20,824 | $3,542 | 12/31/2023 | Leisure Capital Management | 20,802 | $3,538 | 12/31/2023 | JPM | 20,802 | $3,538 | 12/31/2023 | Affinity Wealth Management LLC | 17,660 | $3,537 | 03/31/2024 | JPM | 17,660 | $3,537 | 03/31/2024 | Nwam LLC | 20,773 | $3,533 | 12/31/2023 | JPM | 20,773 | $3,533 | 12/31/2023 | Cedar Brook Financial Partners LLC | 17,635 | $3,532 | 03/31/2024 | JPM | 17,635 | $3,532 | 03/31/2024 | Pegasus Partners Ltd. | 17,627 | $3,531 | 03/31/2024 | JPM | 17,627 | $3,531 | 03/31/2024 | Prudent Man Advisors LLC | 20,752 | $3,530 | 12/31/2023 | JPM | 20,752 | $3,530 | 12/31/2023 | FLC Capital Advisors | 20,625 | $3,508 | 12/31/2023 | JPM | 20,625 | $3,508 | 12/31/2023 | Northstar Asset Management LLC | 20,616 | $3,507 | 12/31/2023 | JPM | 20,616 | $3,507 | 12/31/2023 | Garrett Investment Advisors LLC | 17,490 | $3,503 | 03/31/2024 | JPM | 17,490 | $3,503 | 03/31/2024 | Investment House LLC | 20,596 | $3,503 | 12/31/2023 | JPM | 20,596 | $3,503 | 12/31/2023 | Landmark Financial Advisors LLC | 20,593 | $3,503 | 12/31/2023 | JPM | 20,593 | $3,503 | 12/31/2023 | Canopy Partners LLC | 20,570 | $3,499 | 12/31/2023 | JPM | 20,570 | $3,499 | 12/31/2023 | Ostrum Asset Management | 20,531 | $3,492 | 12/31/2023 | JPM | 20,531 | $3,492 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 20,525 | $3,491 | 12/31/2023 | JPM | 20,525 | $3,491 | 12/31/2023 | Evermay Wealth Management LLC | 20,481 | $3,484 | 12/31/2023 | JPM | 20,481 | $3,484 | 12/31/2023 | Central Bank & Trust Co. | 17,368 | $3,479 | 03/31/2024 | JPM | 17,368 | $3,479 | 03/31/2024 | Baker Tilly Financial LLC | 20,439 | $3,477 | 12/31/2023 | JPM | 20,439 | $3,477 | 12/31/2023 | Royal Capital Wealth Management LLC | 20,429 | $3,475 | 12/31/2023 | JPM | 20,429 | $3,475 | 12/31/2023 | River & Mercantile Asset Management LLP | 20,356 | $3,466 | 12/31/2023 | JPM | 20,356 | $3,466 | 12/31/2023 | Keebeck Wealth Management LLC | 20,347 | $3,461 | 12/31/2023 | JPM | 20,347 | $3,461 | 12/31/2023 | Sawgrass Asset Management LLC | 20,330 | $3,458 | 12/31/2023 | JPM | 20,330 | $3,458 | 12/31/2023 | Mayflower Financial Advisors LLC | 20,332 | $3,458 | 12/31/2023 | JPM | 20,332 | $3,458 | 12/31/2023 | Sculati Wealth Management LLC | 20,319 | $3,456 | 12/31/2023 | JPM | 20,319 | $3,456 | 12/31/2023 | X Square Capital LLC | 20,283 | $3,450 | 12/31/2023 | JPM | 20,283 | $3,450 | 12/31/2023 | Forza Wealth Management LLC | 17,204 | $3,446 | 03/31/2024 | JPM | 17,204 | $3,446 | 03/31/2024 | Signature Wealth Management Partners LLC | 20,256 | $3,446 | 12/31/2023 | JPM | 20,256 | $3,446 | 12/31/2023 | Mine & Arao Wealth Creation & Management LLC. | 20,255 | $3,445 | 12/31/2023 | JPM | 20,255 | $3,445 | 12/31/2023 | Cobblestone Capital Advisors LLC NY | 20,213 | $3,438 | 12/31/2023 | JPM | 20,213 | $3,438 | 12/31/2023 | Synergy Financial Management LLC | 17,097 | $3,424 | 03/31/2024 | JPM | 17,097 | $3,424 | 03/31/2024 | Banco de Sabadell S.A | 20,030 | $3,407 | 12/31/2023 | JPM | 20,030 | $3,407 | 12/31/2023 | Everhart Financial Group Inc. | 20,017 | $3,405 | 12/31/2023 | JPM | 20,017 | $3,405 | 12/31/2023 | Benin Management CORP | 16,987 | $3,402 | 03/31/2024 | JPM | 16,987 | $3,402 | 03/31/2024 | Advent Capital Management DE | 20,000 | $3,402 | 12/31/2023 | JPM | 20,000 | $3,402 | 12/31/2023 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,960 | $3,397 | 03/31/2024 | JPM | 16,960 | $3,397 | 03/31/2024 | Nicholas Investment Partners LP | 19,967 | $3,396 | 12/31/2023 | JPM | 19,967 | $3,396 | 12/31/2023 | Kensington Investment Counsel LLC | 19,934 | $3,391 | 12/31/2023 | JPM | 19,934 | $3,391 | 12/31/2023 | Lake Street Advisors Group LLC | 19,918 | $3,388 | 12/31/2023 | JPM | 19,918 | $3,388 | 12/31/2023 | O Dell Group LLC | 19,908 | $3,386 | 12/31/2023 | JPM | 19,908 | $3,386 | 12/31/2023 | Trivant Custom Portfolio Group LLC | 16,857 | $3,376 | 03/31/2024 | JPM | 16,857 | $3,376 | 03/31/2024 | Bremer Bank National Association | 16,831 | $3,371 | 03/31/2024 | JPM | 16,831 | $3,371 | 03/31/2024 | Magnolia Capital Advisors LLC | 19,124 | $3,371 | 12/31/2023 | JPM | 19,124 | $3,371 | 12/31/2023 | RKL Wealth Management LLC | 19,812 | $3,370 | 12/31/2023 | JPM | 19,812 | $3,370 | 12/31/2023 | Cetera Trust Company N.A | 19,766 | $3,362 | 12/31/2023 | JPM | 19,766 | $3,362 | 12/31/2023 | StrategIQ Financial Group LLC | 19,758 | $3,361 | 12/31/2023 | JPM | 19,758 | $3,361 | 12/31/2023 | Eads & Heald Wealth Management | 16,742 | $3,353 | 03/31/2024 | JPM | 16,742 | $3,353 | 03/31/2024 | Heartland Bank & Trust Co | 19,692 | $3,350 | 12/31/2023 | JPM | 19,692 | $3,350 | 12/31/2023 | Cumberland Advisors Inc. | 16,690 | $3,343 | 03/31/2024 | JPM | 16,690 | $3,343 | 03/31/2024 | Canton Hathaway LLC | 19,639 | $3,341 | 12/31/2023 | JPM | 19,639 | $3,341 | 12/31/2023 | Secure Asset Management LLC | 19,591 | $3,332 | 12/31/2023 | JPM | 19,591 | $3,332 | 12/31/2023 | Marest Capital LLC | 16,618 | $3,328 | 03/31/2024 | JPM | 16,618 | $3,328 | 03/31/2024 | Ritter Daniher Financial Advisory LLC DE | 19,519 | $3,320 | 12/31/2023 | JPM | 19,519 | $3,320 | 12/31/2023 | Tiemann Investment Advisors LLC | 19,487 | $3,315 | 12/31/2023 | JPM | 19,487 | $3,315 | 12/31/2023 | Investment Advisory Services Inc. TX ADV | 19,377 | $3,296 | 12/31/2023 | JPM | 19,377 | $3,296 | 12/31/2023 | JT Stratford LLC | 19,370 | $3,295 | 12/31/2023 | JPM | 19,370 | $3,295 | 12/31/2023 | Beaumont Financial Advisors LLC | 19,362 | $3,294 | 12/31/2023 | JPM | 19,362 | $3,294 | 12/31/2023 | FCG Investment Co | 16,432 | $3,291 | 03/31/2024 | JPM | 16,432 | $3,291 | 03/31/2024 | Gold Investment Management Ltd. | 19,343 | $3,290 | 12/31/2023 | JPM | 19,343 | $3,290 | 12/31/2023 | Huber Capital Management LLC | 19,333 | $3,289 | 12/31/2023 | JPM | 19,333 | $3,289 | 12/31/2023 | WT Wealth Management | 19,318 | $3,286 | 12/31/2023 | JPM | 19,318 | $3,286 | 12/31/2023 | First United Bank Trust | 19,310 | $3,285 | 12/31/2023 | JPM | 19,310 | $3,285 | 12/31/2023 | St. Louis Trust Co | 19,290 | $3,281 | 12/31/2023 | JPM | 19,290 | $3,281 | 12/31/2023 | Pensionmark Financial Group LLC | 19,282 | $3,280 | 12/31/2023 | JPM | 19,282 | $3,280 | 12/31/2023 | Aureus Asset Management LLC | 19,277 | $3,279 | 12/31/2023 | JPM | 19,277 | $3,279 | 12/31/2023 | Finer Wealth Management Inc. | 19,270 | $3,278 | 12/31/2023 | JPM | 19,270 | $3,278 | 12/31/2023 | Handelsinvest Investeringsforvaltning | 16,351 | $3,275 | 03/31/2024 | JPM | 16,351 | $3,275 | 03/31/2024 | Catalyst Financial Partners LLC | 16,319 | $3,269 | 03/31/2024 | JPM | 16,319 | $3,269 | 03/31/2024 | Fortune Financial Advisors LLC | 16,289 | $3,263 | 03/31/2024 | JPM | 16,289 | $3,263 | 03/31/2024 | Cito Capital Group LLC | 19,156 | $3,258 | 12/31/2023 | JPM | 19,156 | $3,258 | 12/31/2023 | Lloyd Advisory Services LLC. | 16,250 | $3,255 | 03/31/2024 | JPM | 16,250 | $3,255 | 03/31/2024 | New Potomac Partners LLC | 19,048 | $3,240 | 12/31/2023 | JPM | 19,048 | $3,240 | 12/31/2023 | Kampmann Melissa S. | 19,022 | $3,236 | 12/31/2023 | JPM | 19,022 | $3,236 | 12/31/2023 | Riverview Trust Co | 16,127 | $3,230 | 03/31/2024 | JPM | 16,127 | $3,230 | 03/31/2024 | Campbell & CO Investment Adviser LLC | 18,970 | $3,227 | 12/31/2023 | JPM | 18,970 | $3,227 | 12/31/2023 | Obermeyer Wood Investment Counsel Lllp | 18,958 | $3,225 | 12/31/2023 | JPM | 18,958 | $3,225 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 18,955 | $3,224 | 12/31/2023 | JPM | 18,955 | $3,224 | 12/31/2023 | Miller Investment Management LP | 18,935 | $3,221 | 12/31/2023 | JPM | 18,935 | $3,221 | 12/31/2023 | Alexander Randolph Advisory Inc. | 18,929 | $3,220 | 12/31/2023 | JPM | 18,929 | $3,220 | 12/31/2023 | Raab & Moskowitz Asset Management LLC | 18,932 | $3,220 | 12/31/2023 | JPM | 18,932 | $3,220 | 12/31/2023 | Cornell Pochily Investment Advisors Inc. | 16,056 | $3,216 | 03/31/2024 | JPM | 16,056 | $3,216 | 03/31/2024 | Pinnacle Bank | 16,045 | $3,214 | 03/31/2024 | JPM | 16,045 | $3,214 | 03/31/2024 | Twelve Points Wealth Management LLC | 16,035 | $3,212 | 03/31/2024 | JPM | 16,035 | $3,212 | 03/31/2024 | Van Cleef Asset Management Inc | 18,854 | $3,207 | 12/31/2023 | JPM | 18,854 | $3,207 | 12/31/2023 | TriaGen Wealth Management LLC | 16,006 | $3,206 | 03/31/2024 | JPM | 16,006 | $3,206 | 03/31/2024 | Family Management Corp | 18,843 | $3,205 | 12/31/2023 | JPM | 18,843 | $3,205 | 12/31/2023 | Eclectic Associates Inc. ADV | 15,983 | $3,201 | 03/31/2024 | JPM | 15,983 | $3,201 | 03/31/2024 | Keystone Financial Group | 18,814 | $3,200 | 12/31/2023 | JPM | 18,814 | $3,200 | 12/31/2023 | Pinkerton Retirement Specialists LLC | 18,780 | $3,195 | 12/31/2023 | JPM | 18,780 | $3,195 | 12/31/2023 | Founders Financial Securities LLC | 15,933 | $3,191 | 03/31/2024 | JPM | 15,933 | $3,191 | 03/31/2024 | WINTON GROUP Ltd | 18,716 | $3,184 | 12/31/2023 | JPM | 18,716 | $3,184 | 12/31/2023 | Krilogy Financial LLC | 15,892 | $3,183 | 03/31/2024 | JPM | 15,892 | $3,183 | 03/31/2024 | Marion Wealth Management | 15,886 | $3,182 | 03/31/2024 | JPM | 15,886 | $3,182 | 03/31/2024 | HWG Holdings LP | 18,678 | $3,177 | 12/31/2023 | JPM | 18,678 | $3,177 | 12/31/2023 | Abundance Wealth Counselors | 15,857 | $3,176 | 03/31/2024 | JPM | 15,857 | $3,176 | 03/31/2024 | Karpas Strategies LLC | 18,631 | $3,169 | 12/31/2023 | JPM | 18,631 | $3,169 | 12/31/2023 | Guerra Pan Advisors LLC | 18,615 | $3,166 | 12/31/2023 | JPM | 18,615 | $3,166 | 12/31/2023 | Tranquility Partners LLC | 18,595 | $3,163 | 12/31/2023 | JPM | 18,595 | $3,163 | 12/31/2023 | Chatham Capital Group Inc. | 15,782 | $3,161 | 03/31/2024 | JPM | 15,782 | $3,161 | 03/31/2024 | Pinnacle West Asset Management Inc. | 15,770 | $3,159 | 03/31/2024 | JPM | 15,770 | $3,159 | 03/31/2024 | Andrew Hill Investment Advisors Inc. | 18,571 | $3,159 | 12/31/2023 | JPM | 18,571 | $3,159 | 12/31/2023 | CTC LLC | | $3,158 | 12/31/2023 | Call | 10,217 | $173,791 | 12/31/2023 | Put | 10,099 | $171,784 | 12/31/2023 | JPM | 6,769 | $1,151 | 12/31/2023 | Ethos Financial Group LLC | 18,561 | $3,157 | 12/31/2023 | JPM | 18,561 | $3,157 | 12/31/2023 | Ironwood Financial llc | 15,749 | $3,155 | 03/31/2024 | JPM | 15,749 | $3,155 | 03/31/2024 | BCGM Wealth Management LLC | 18,545 | $3,155 | 12/31/2023 | JPM | 18,545 | $3,155 | 12/31/2023 | Aspen Investment Management Inc | 18,516 | $3,150 | 12/31/2023 | JPM | 18,516 | $3,150 | 12/31/2023 | WP Advisors LLC | 18,480 | $3,144 | 12/31/2023 | JPM | 18,480 | $3,144 | 12/31/2023 | Herr Investment Group LLC | 18,441 | $3,137 | 12/31/2023 | JPM | 18,441 | $3,137 | 12/31/2023 | Cove Private Wealth LLC | 18,400 | $3,130 | 12/31/2023 | JPM | 18,400 | $3,130 | 12/31/2023 | Sage Investment Advisers LLC | 15,619 | $3,128 | 03/31/2024 | JPM | 15,619 | $3,128 | 03/31/2024 | Black Swift Group LLC | 18,315 | $3,115 | 12/31/2023 | JPM | 18,315 | $3,115 | 12/31/2023 | Phillips Financial Management LLC | 15,539 | $3,113 | 03/31/2024 | JPM | 15,539 | $3,113 | 03/31/2024 | Snider Financial Group | 18,283 | $3,110 | 12/31/2023 | JPM | 18,283 | $3,110 | 12/31/2023 | Boltwood Capital Management | 15,516 | $3,108 | 03/31/2024 | JPM | 15,516 | $3,108 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,265 | $3,107 | 12/31/2023 | JPM | 18,265 | $3,107 | 12/31/2023 | Tandem Capital Management Corp ADV | 18,250 | $3,104 | 12/31/2023 | JPM | 18,250 | $3,104 | 12/31/2023 | Second Line Capital LLC | 18,238 | $3,102 | 12/31/2023 | JPM | 18,238 | $3,102 | 12/31/2023 | Gleason Group Inc. | 15,483 | $3,101 | 03/31/2024 | JPM | 15,483 | $3,101 | 03/31/2024 | Prevail Innovative Wealth Advisors LLC | 18,222 | $3,100 | 12/31/2023 | JPM | 18,222 | $3,100 | 12/31/2023 | Segment Wealth Management LLC | 15,458 | $3,096 | 03/31/2024 | JPM | 15,458 | $3,096 | 03/31/2024 | Aries Wealth Management | 18,197 | $3,095 | 12/31/2023 | JPM | 18,197 | $3,095 | 12/31/2023 | Main Street Financial Solutions LLC | 15,432 | $3,091 | 03/31/2024 | JPM | 15,432 | $3,091 | 03/31/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 18,062 | $3,072 | 12/31/2023 | JPM | 18,062 | $3,072 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 18,053 | $3,071 | 12/31/2023 | JPM | 18,053 | $3,071 | 12/31/2023 | Condor Capital Management | 18,000 | $3,062 | 12/31/2023 | JPM | 18,000 | $3,062 | 12/31/2023 | Aull & Monroe Investment Management Corp | 18,000 | $3,062 | 12/31/2023 | JPM | 18,000 | $3,062 | 12/31/2023 | Smith Moore & CO. | 17,995 | $3,061 | 12/31/2023 | JPM | 17,995 | $3,061 | 12/31/2023 | Blueprint Investment Partners LLC | 17,992 | $3,061 | 12/31/2023 | JPM | 17,992 | $3,061 | 12/31/2023 | Jessup Wealth Management Inc | 15,256 | $3,056 | 03/31/2024 | JPM | 15,256 | $3,056 | 03/31/2024 | Townsend & Associates Inc | 15,895 | $3,054 | 03/31/2024 | JPM | 15,895 | $3,054 | 03/31/2024 | Morningstar Investment Management LLC | 17,951 | $3,053 | 12/31/2023 | JPM | 17,951 | $3,053 | 12/31/2023 | Enterprise Financial Services Corp | 17,881 | $3,042 | 12/31/2023 | JPM | 17,881 | $3,042 | 12/31/2023 | Good Life Advisors LLC | 17,825 | $3,032 | 12/31/2023 | JPM | 17,825 | $3,032 | 12/31/2023 | White Pine Capital LLC | 17,711 | $3,013 | 12/31/2023 | JPM | 17,711 | $3,013 | 12/31/2023 | Grandview Asset Management LLC | 14,983 | $3,001 | 03/31/2024 | JPM | 14,983 | $3,001 | 03/31/2024 | Court Place Advisors LLC | 17,603 | $2,994 | 12/31/2023 | JPM | 17,603 | $2,994 | 12/31/2023 | Bull Street Advisors LLC | 17,585 | $2,991 | 12/31/2023 | JPM | 17,585 | $2,991 | 12/31/2023 | Worth Financial Advisory Group LLC | 17,505 | $2,978 | 12/31/2023 | JPM | 17,505 | $2,978 | 12/31/2023 | Center for Financial Planning Inc. | 17,496 | $2,976 | 12/31/2023 | JPM | 17,496 | $2,976 | 12/31/2023 | Ledge Wealth Management Inc. | 17,466 | $2,971 | 12/31/2023 | JPM | 17,466 | $2,971 | 12/31/2023 | Financial Planning & Information Services Inc. | 17,452 | $2,969 | 12/31/2023 | JPM | 17,452 | $2,969 | 12/31/2023 | Fragasso Group Inc. | 14,820 | $2,968 | 03/31/2024 | JPM | 14,820 | $2,968 | 03/31/2024 | Moser Wealth Advisors LLC | 17,359 | $2,953 | 12/31/2023 | JPM | 17,359 | $2,953 | 12/31/2023 | Mission Creek Capital Partners Inc. | 17,323 | $2,947 | 12/31/2023 | JPM | 17,323 | $2,947 | 12/31/2023 | First Dallas Securities Inc. | 14,672 | $2,939 | 03/31/2024 | JPM | 14,672 | $2,939 | 03/31/2024 | GoalVest Advisory LLC | 14,662 | $2,937 | 03/31/2024 | JPM | 14,662 | $2,937 | 03/31/2024 | BKM Wealth Management LLC | 14,660 | $2,936 | 03/31/2024 | JPM | 14,660 | $2,936 | 03/31/2024 | 3Chopt Investment Partners LLC | 17,257 | $2,935 | 12/31/2023 | JPM | 17,257 | $2,935 | 12/31/2023 | Catalytic Wealth RIA LLC | 17,225 | $2,930 | 12/31/2023 | JPM | 17,225 | $2,930 | 12/31/2023 | MJP Associates Inc. ADV | 14,603 | $2,925 | 03/31/2024 | JPM | 14,603 | $2,925 | 03/31/2024 | Mount Lucas Management LP | 17,143 | $2,916 | 12/31/2023 | JPM | 17,143 | $2,916 | 12/31/2023 | Skopos Labs Inc. | 17,123 | $2,913 | 12/31/2023 | JPM | 17,123 | $2,913 | 12/31/2023 | Plante Moran Financial Advisors LLC | 17,040 | $2,899 | 12/31/2023 | JPM | 17,040 | $2,899 | 12/31/2023 | Missouri Trust & Investment Co | 17,016 | $2,894 | 12/31/2023 | JPM | 17,016 | $2,894 | 12/31/2023 | Amplius Wealth Advisors LLC | 14,437 | $2,892 | 03/31/2024 | JPM | 14,437 | $2,892 | 03/31/2024 | Winthrop Advisory Group LLC | 14,397 | $2,884 | 03/31/2024 | JPM | 14,397 | $2,884 | 03/31/2024 | First City Capital Management Inc. | 16,891 | $2,873 | 12/31/2023 | JPM | 16,891 | $2,873 | 12/31/2023 | LGT Fund Management Co Ltd. | 16,870 | $2,873 | 12/31/2023 | JPM | 16,870 | $2,873 | 12/31/2023 | Jeppson Wealth Management LLC | 14,337 | $2,872 | 03/31/2024 | JPM | 14,337 | $2,872 | 03/31/2024 | Atlantic Edge Private Wealth Management LLC | 16,842 | $2,865 | 12/31/2023 | JPM | 16,842 | $2,865 | 12/31/2023 | Royal Harbor Partners LLC | 16,823 | $2,862 | 12/31/2023 | JPM | 16,823 | $2,862 | 12/31/2023 | Waterloo Capital L.P. | 16,800 | $2,858 | 12/31/2023 | JPM | 16,800 | $2,858 | 12/31/2023 | Granite Group Advisors LLC | 15,143 | $2,851 | 12/31/2023 | JPM | 15,143 | $2,851 | 12/31/2023 | Lockheed Martin Investment Management Co. | 16,750 | $2,849 | 12/31/2023 | JPM | 16,750 | $2,849 | 12/31/2023 | Boit C F David | 16,629 | $2,849 | 12/31/2023 | JPM | 16,629 | $2,849 | 12/31/2023 | Vista Wealth Management Group LLC | 16,717 | $2,844 | 12/31/2023 | JPM | 16,717 | $2,844 | 12/31/2023 | Strategic Investment Advisors MI | 14,148 | $2,834 | 03/31/2024 | JPM | 14,148 | $2,834 | 03/31/2024 | Slocum Gordon & Co LLP | 16,650 | $2,832 | 12/31/2023 | JPM | 16,650 | $2,832 | 12/31/2023 | Martin & Co. Inc. TN | 16,625 | $2,828 | 12/31/2023 | JPM | 16,625 | $2,828 | 12/31/2023 | Lederer & Associates Investment Counsel CA | 16,625 | $2,828 | 12/31/2023 | JPM | 16,625 | $2,828 | 12/31/2023 | Optimum Investment Advisors | 14,063 | $2,817 | 03/31/2024 | JPM | 14,063 | $2,817 | 03/31/2024 | Voya Financial Advisors Inc. | 16,509 | $2,811 | 12/31/2023 | JPM | 16,509 | $2,811 | 12/31/2023 | Aprio Wealth Management LLC | 13,954 | $2,795 | 03/31/2024 | JPM | 13,954 | $2,795 | 03/31/2024 | Heritage Wealth Advisors | 16,423 | $2,794 | 12/31/2023 | JPM | 16,423 | $2,794 | 12/31/2023 | Etesian Wealth Advisors Inc. | 13,933 | $2,791 | 03/31/2024 | JPM | 13,933 | $2,791 | 03/31/2024 | S.E.E.D. Planning Group LLC | 13,917 | $2,788 | 03/31/2024 | JPM | 13,917 | $2,788 | 03/31/2024 | Financial Gravity Asset Management Inc. | | $2,786 | 12/31/2023 | CORPORATE BONDS | 38,000 | $2,694 | 12/31/2023 | JPM | 540 | $92 | 12/31/2023 | Spreng Capital Management Inc. | 16,375 | $2,785 | 12/31/2023 | JPM | 16,375 | $2,785 | 12/31/2023 | Loudon Investment Management LLC | 16,303 | $2,773 | 12/31/2023 | JPM | 16,303 | $2,773 | 12/31/2023 | GSB Wealth Management LLC | 16,293 | $2,771 | 12/31/2023 | JPM | 16,293 | $2,771 | 12/31/2023 | Clear Rock Advisors LLC | 15,835 | $2,771 | 12/31/2023 | JPM | 15,835 | $2,771 | 12/31/2023 | Kiley Juergens Wealth Management LLC | 13,829 | $2,770 | 03/31/2024 | JPM | 13,829 | $2,770 | 03/31/2024 | L.M. Kohn & Company | 16,249 | $2,764 | 12/31/2023 | JPM | 16,249 | $2,764 | 12/31/2023 | TCI Wealth Advisors Inc. | 16,213 | $2,758 | 12/31/2023 | JPM | 16,213 | $2,758 | 12/31/2023 | Institute for Wealth Management LLC. | 16,196 | $2,755 | 12/31/2023 | JPM | 16,196 | $2,755 | 12/31/2023 | Hamel Associates Inc. | 13,747 | $2,753 | 03/31/2024 | JPM | 13,747 | $2,753 | 03/31/2024 | Peterson Financial Group Inc. | 16,174 | $2,751 | 12/31/2023 | JPM | 16,174 | $2,751 | 12/31/2023 | Hudson Canyon Capital Management | 16,137 | $2,745 | 12/31/2023 | JPM | 16,137 | $2,745 | 12/31/2023 | IPG Investment Advisors LLC | 16,112 | $2,741 | 12/31/2023 | JPM | 16,112 | $2,741 | 12/31/2023 | Arlington Trust Co LLC | 13,680 | $2,740 | 03/31/2024 | JPM | 13,680 | $2,740 | 03/31/2024 | Avestar Capital LLC | 16,080 | $2,735 | 12/31/2023 | JPM | 16,080 | $2,735 | 12/31/2023 | Emfo LLC | 15,986 | $2,719 | 12/31/2023 | JPM | 15,986 | $2,719 | 12/31/2023 | Delta Asset Management LLC TN | 15,941 | $2,712 | 12/31/2023 | JPM | 15,941 | $2,712 | 12/31/2023 | Summit Financial Group Inc. | 13,531 | $2,710 | 03/31/2024 | JPM | 13,531 | $2,710 | 03/31/2024 | Dillon & Associates Inc. | 15,922 | $2,707 | 12/31/2023 | JPM | 15,922 | $2,707 | 12/31/2023 | Advisor OS LLC | 15,903 | $2,705 | 12/31/2023 | JPM | 15,903 | $2,705 | 12/31/2023 | Guardian Capital LP | 15,880 | $2,701 | 12/31/2023 | JPM | 15,880 | $2,701 | 12/31/2023 | FDx Advisors Inc. | 15,879 | $2,701 | 12/31/2023 | JPM | 15,879 | $2,701 | 12/31/2023 | Bontempo Ohly Capital Mgmt LLC | 15,836 | $2,694 | 12/31/2023 | JPM | 15,836 | $2,694 | 12/31/2023 | CFS Investment Advisory Services LLC | 15,805 | $2,688 | 12/31/2023 | JPM | 15,805 | $2,688 | 12/31/2023 | Chilton Investment Co. LLC | 15,755 | $2,680 | 12/31/2023 | JPM | 15,755 | $2,680 | 12/31/2023 | Sustainable Insight Capital Management LLC | 15,748 | $2,679 | 12/31/2023 | JPM | 15,748 | $2,679 | 12/31/2023 | All Terrain Financial Advisors LLC | 15,704 | $2,671 | 12/31/2023 | JPM | 15,704 | $2,671 | 12/31/2023 | Ruffer LLP | 15,681 | $2,670 | 12/31/2023 | JPM | 15,681 | $2,670 | 12/31/2023 | Buckingham Strategic Partners | 15,641 | $2,661 | 12/31/2023 | JPM | 15,641 | $2,661 | 12/31/2023 | Continental Advisors LLC | 15,635 | $2,660 | 12/31/2023 | JPM | 15,635 | $2,660 | 12/31/2023 | Northwest Bank & Trust Co | 15,630 | $2,659 | 12/31/2023 | JPM | 15,630 | $2,659 | 12/31/2023 | Sittner & Nelson LLC | 15,612 | $2,656 | 12/31/2023 | JPM | 15,612 | $2,656 | 12/31/2023 | Two Sigma Investments LP | 15,578 | $2,650 | 12/31/2023 | JPM | 15,578 | $2,650 | 12/31/2023 | Weik Capital Management | 15,580 | $2,650 | 12/31/2023 | JPM | 15,580 | $2,650 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 14,477 | $2,648 | 03/31/2024 | JPM | 14,477 | $2,648 | 03/31/2024 | Wealth Alliance Advisory Group LLC | 13,202 | $2,644 | 03/31/2024 | JPM | 13,202 | $2,644 | 03/31/2024 | AFS Financial Group LLC | 15,532 | $2,642 | 12/31/2023 | JPM | 15,532 | $2,642 | 12/31/2023 | Alaska Permanent Fund Corp | 13,170 | $2,638 | 03/31/2024 | JPM | 13,170 | $2,638 | 03/31/2024 | Holistic Financial Partners | 15,504 | $2,637 | 12/31/2023 | JPM | 15,504 | $2,637 | 12/31/2023 | Aberdeen Wealth Management LLC | 15,469 | $2,631 | 12/31/2023 | JPM | 15,469 | $2,631 | 12/31/2023 | Symphony Financial Ltd. Co. | 13,112 | $2,626 | 03/31/2024 | JPM | 13,112 | $2,626 | 03/31/2024 | Well Done LLC | 13,098 | $2,624 | 03/31/2024 | JPM | 13,098 | $2,624 | 03/31/2024 | Laidlaw Wealth Management LLC | 15,421 | $2,623 | 12/31/2023 | JPM | 15,421 | $2,623 | 12/31/2023 | LVM Capital Management Ltd. MI | 13,093 | $2,622 | 03/31/2024 | JPM | 13,093 | $2,622 | 03/31/2024 | Hartline Investment Corp | 15,343 | $2,610 | 12/31/2023 | JPM | 15,343 | $2,610 | 12/31/2023 | WMS Partners LLC | 15,302 | $2,603 | 12/31/2023 | JPM | 15,302 | $2,603 | 12/31/2023 | Mount Yale Investment Advisors LLC | 15,301 | $2,603 | 12/31/2023 | JPM | 15,301 | $2,603 | 12/31/2023 | Roof Eidam & Maycock ADV | 15,292 | $2,601 | 12/31/2023 | JPM | 15,292 | $2,601 | 12/31/2023 | Alaethes Wealth LLC | 15,288 | $2,600 | 12/31/2023 | JPM | 15,288 | $2,600 | 12/31/2023 | WBH Advisory Inc. | 12,966 | $2,597 | 03/31/2024 | JPM | 12,966 | $2,597 | 03/31/2024 | Manchester Capital Management LLC | 15,250 | $2,594 | 12/31/2023 | JPM | 15,250 | $2,594 | 12/31/2023 | Sfmg LLC | 15,235 | $2,591 | 12/31/2023 | JPM | 15,235 | $2,591 | 12/31/2023 | Allred Capital Management LLC | 12,909 | $2,586 | 03/31/2024 | JPM | 12,909 | $2,586 | 03/31/2024 | Perpetual Ltd | 12,904 | $2,585 | 03/31/2024 | JPM | 12,904 | $2,585 | 03/31/2024 | LS Investment Advisors LLC | 15,190 | $2,584 | 12/31/2023 | JPM | 15,190 | $2,584 | 12/31/2023 | Birmingham Capital Management Co. Inc. AL | 15,152 | $2,577 | 12/31/2023 | JPM | 15,152 | $2,577 | 12/31/2023 | Nicholas Hoffman & Company LLC. | 12,845 | $2,573 | 03/31/2024 | JPM | 12,845 | $2,573 | 03/31/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 15,125 | $2,573 | 12/31/2023 | JPM | 15,125 | $2,573 | 12/31/2023 | Titleist Asset Management LLC | 15,126 | $2,573 | 12/31/2023 | JPM | 15,126 | $2,573 | 12/31/2023 | Next Capital Management LLC | 15,115 | $2,571 | 12/31/2023 | JPM | 15,115 | $2,571 | 12/31/2023 | Delta Financial Advisors LLC | 15,110 | $2,570 | 12/31/2023 | JPM | 15,110 | $2,570 | 12/31/2023 | Brady Family Wealth LLC | 15,108 | $2,570 | 12/31/2023 | JPM | 15,108 | $2,570 | 12/31/2023 | KKM Financial LLC | 15,081 | $2,565 | 12/31/2023 | JPM | 15,081 | $2,565 | 12/31/2023 | Bath Savings Trust Co | 12,800 | $2,564 | 03/31/2024 | JPM | 12,800 | $2,564 | 03/31/2024 | First Bank & Trust | 12,766 | $2,557 | 03/31/2024 | JPM | 12,766 | $2,557 | 03/31/2024 | ORG Partners LLC | 15,018 | $2,556 | 12/31/2023 | JPM | 15,018 | $2,556 | 12/31/2023 | Armor Investment Advisors LLC | 15,019 | $2,555 | 12/31/2023 | JPM | 15,019 | $2,555 | 12/31/2023 | Wealth Alliance | 14,949 | $2,543 | 12/31/2023 | JPM | 14,949 | $2,543 | 12/31/2023 | Byrne Asset Management LLC | 12,682 | $2,540 | 03/31/2024 | JPM | 12,682 | $2,540 | 03/31/2024 | Peoples Bank KS | 12,681 | $2,540 | 03/31/2024 | JPM | 12,681 | $2,540 | 03/31/2024 | Rollins Financial | 14,899 | $2,534 | 12/31/2023 | JPM | 14,899 | $2,534 | 12/31/2023 | Rollins Financial Advisors LLC | 14,899 | $2,534 | 12/31/2023 | JPM | 14,899 | $2,534 | 12/31/2023 | Naples Money Management LLC | 14,880 | $2,531 | 12/31/2023 | JPM | 14,880 | $2,531 | 12/31/2023 | High Net Worth Advisory Group LLC | 12,591 | $2,522 | 03/31/2024 | JPM | 12,591 | $2,522 | 03/31/2024 | Exchange Bank | 12,535 | $2,511 | 03/31/2024 | JPM | 12,535 | $2,511 | 03/31/2024 | Gs Investments Inc. | 14,762 | $2,511 | 12/31/2023 | JPM | 14,762 | $2,511 | 12/31/2023 | First Commonwealth Financial Corp PA | 14,708 | $2,502 | 12/31/2023 | JPM | 14,708 | $2,502 | 12/31/2023 | Falcon Wealth Planning | 12,470 | $2,498 | 03/31/2024 | JPM | 12,470 | $2,498 | 03/31/2024 | Monument Capital Management | 12,464 | $2,497 | 03/31/2024 | JPM | 12,464 | $2,497 | 03/31/2024 | Eagle Bluffs Wealth Management LLC | 12,461 | $2,496 | 03/31/2024 | JPM | 12,461 | $2,496 | 03/31/2024 | Donald L. Hagan LLC | 12,448 | $2,493 | 03/31/2024 | JPM | 12,448 | $2,493 | 03/31/2024 | Hudson Value Partners LLC | 14,609 | $2,485 | 12/31/2023 | JPM | 14,609 | $2,485 | 12/31/2023 | HF Advisory Group LLC | 12,391 | $2,482 | 03/31/2024 | JPM | 12,391 | $2,482 | 03/31/2024 | Wills Financial Group Inc. | 14,558 | $2,476 | 12/31/2023 | JPM | 14,558 | $2,476 | 12/31/2023 | Change Path LLC | 14,542 | $2,473 | 12/31/2023 | JPM | 14,542 | $2,473 | 12/31/2023 | Benedict Financial Advisors Inc. | 14,532 | $2,472 | 12/31/2023 | JPM | 14,532 | $2,472 | 12/31/2023 | Commonwealth Financial Services LLC | 14,510 | $2,468 | 12/31/2023 | JPM | 14,510 | $2,468 | 12/31/2023 | Jackson Hole Capital Partners LLC | 14,484 | $2,464 | 12/31/2023 | JPM | 14,484 | $2,464 | 12/31/2023 | Washington Capital Management Inc. | 12,270 | $2,458 | 03/31/2024 | JPM | 12,270 | $2,458 | 03/31/2024 | Davidson Trust Co. | 14,435 | $2,455 | 12/31/2023 | JPM | 14,435 | $2,455 | 12/31/2023 | Orleans Capital Management Corp LA | 14,410 | $2,451 | 12/31/2023 | JPM | 14,410 | $2,451 | 12/31/2023 | Corrado Advisors LLC | 14,395 | $2,449 | 12/31/2023 | JPM | 14,395 | $2,449 | 12/31/2023 | MCF Advisors LLC | 12,199 | $2,443 | 03/31/2024 | JPM | 12,199 | $2,443 | 03/31/2024 | Kesler Norman & Wride LLC | 12,165 | $2,437 | 03/31/2024 | JPM | 12,165 | $2,437 | 03/31/2024 | Carl P. Sherr & Co. LLC | 14,328 | $2,437 | 12/31/2023 | JPM | 14,328 | $2,437 | 12/31/2023 | Y.D. More Investments Ltd | 14,281 | $2,429 | 12/31/2023 | JPM | 14,281 | $2,429 | 12/31/2023 | Ramirez Asset Management Inc. | 14,258 | $2,425 | 12/31/2023 | JPM | 14,258 | $2,425 | 12/31/2023 | Lantern Wealth Advisors LLC | 14,210 | $2,417 | 12/31/2023 | JPM | 14,210 | $2,417 | 12/31/2023 | Blodgett Wealth Advisors LLC | 12,055 | $2,415 | 03/31/2024 | JPM | 12,055 | $2,415 | 03/31/2024 | Insight Wealth Strategies LLC | 12,032 | $2,410 | 03/31/2024 | JPM | 12,032 | $2,410 | 03/31/2024 | First Financialcorp IN | 12,012 | $2,406 | 03/31/2024 | JPM | 12,012 | $2,406 | 03/31/2024 | Resolute Wealth Strategies LLC | 14,105 | $2,399 | 12/31/2023 | JPM | 14,105 | $2,399 | 12/31/2023 | Wulff Hansen & CO. | 14,088 | $2,396 | 12/31/2023 | JPM | 14,088 | $2,396 | 12/31/2023 | Altman Advisors Inc. | 14,079 | $2,395 | 12/31/2023 | JPM | 14,079 | $2,395 | 12/31/2023 | First County Bank CT | 14,057 | $2,391 | 12/31/2023 | JPM | 14,057 | $2,391 | 12/31/2023 | Insight Inv LLC | 14,046 | $2,389 | 12/31/2023 | JPM | 14,046 | $2,389 | 12/31/2023 | Lafayette Investments Inc. | 14,020 | $2,385 | 12/31/2023 | JPM | 14,020 | $2,385 | 12/31/2023 | Twin Lakes Capital Management LLC | 14,008 | $2,383 | 12/31/2023 | JPM | 14,008 | $2,383 | 12/31/2023 | Wambolt & Associates LLC | 13,994 | $2,380 | 12/31/2023 | JPM | 13,994 | $2,380 | 12/31/2023 | LM Advisors LLC | 13,948 | $2,373 | 12/31/2023 | JPM | 13,948 | $2,373 | 12/31/2023 | Arbor Capital Management Inc. ADV | 13,826 | $2,369 | 12/31/2023 | JPM | 13,826 | $2,369 | 12/31/2023 | Fortem Financial Group LLC | 13,893 | $2,363 | 12/31/2023 | JPM | 13,893 | $2,363 | 12/31/2023 | GeoWealth Management LLC | 13,860 | $2,358 | 12/31/2023 | JPM | 13,860 | $2,358 | 12/31/2023 | Koshinski Asset Management Inc. | 13,823 | $2,351 | 12/31/2023 | JPM | 13,823 | $2,351 | 12/31/2023 | Eagle Strategies LLC | 11,714 | $2,346 | 03/31/2024 | JPM | 11,714 | $2,346 | 03/31/2024 | Ballast Inc. | 13,746 | $2,338 | 12/31/2023 | JPM | 13,746 | $2,338 | 12/31/2023 | Chapman Investment Management LLC | 13,727 | $2,335 | 12/31/2023 | JPM | 13,727 | $2,335 | 12/31/2023 | Stoneridge Investment Partners LLC | 13,585 | $2,311 | 12/31/2023 | JPM | 13,585 | $2,311 | 12/31/2023 | Bedell Frazier Investment Counseling LLC | 13,571 | $2,308 | 12/31/2023 | JPM | 13,571 | $2,308 | 12/31/2023 | Cim Investment Mangement Inc. | 13,553 | $2,305 | 12/31/2023 | JPM | 13,553 | $2,305 | 12/31/2023 | Joseph Group Capital Management | 13,543 | $2,304 | 12/31/2023 | JPM | 13,543 | $2,304 | 12/31/2023 | Optas LLC | 11,476 | $2,299 | 03/31/2024 | JPM | 11,476 | $2,299 | 03/31/2024 | Lcnb Corp | 13,498 | $2,296 | 12/31/2023 | JPM | 13,498 | $2,296 | 12/31/2023 | Weaver C. Barksdale & Associates Inc. | 13,450 | $2,288 | 12/31/2023 | JPM | 13,450 | $2,288 | 12/31/2023 | Aft Forsyth & Sober LLC | 13,450 | $2,288 | 12/31/2023 | JPM | 13,450 | $2,288 | 12/31/2023 | Brendel Financial Advisors LLC | 13,448 | $2,288 | 12/31/2023 | JPM | 13,448 | $2,288 | 12/31/2023 | Windsor Capital Management LLC | 11,405 | $2,284 | 03/31/2024 | JPM | 11,405 | $2,284 | 03/31/2024 | Union Savings Bank | 13,429 | $2,284 | 12/31/2023 | JPM | 13,429 | $2,284 | 12/31/2023 | Ellerson Group Inc. ADV | 13,413 | $2,282 | 12/31/2023 | JPM | 13,413 | $2,282 | 12/31/2023 | Meadow Creek Wealth Advisors LLC | 11,384 | $2,280 | 03/31/2024 | JPM | 11,384 | $2,280 | 03/31/2024 | Revolve Wealth Partners LLC | 11,354 | $2,274 | 03/31/2024 | JPM | 11,354 | $2,274 | 03/31/2024 | Verus Capital Partners LLC | 13,366 | $2,274 | 12/31/2023 | JPM | 13,366 | $2,274 | 12/31/2023 | Proficio Capital Partners LLC | 13,335 | $2,268 | 12/31/2023 | JPM | 13,335 | $2,268 | 12/31/2023 | Sentry Investment Management LLC | 13,311 | $2,264 | 12/31/2023 | JPM | 13,311 | $2,264 | 12/31/2023 | Invst LLC | 12,930 | $2,264 | 12/31/2023 | JPM | 12,930 | $2,264 | 12/31/2023 | St. Johns Investment Management Company LLC | 11,300 | $2,263 | 03/31/2024 | JPM | 11,300 | $2,263 | 03/31/2024 | Pinnacle Holdings LLC | 13,304 | $2,263 | 12/31/2023 | JPM | 13,304 | $2,263 | 12/31/2023 | A. D. Beadell Investment Counsel Inc. | 11,239 | $2,251 | 03/31/2024 | JPM | 11,239 | $2,251 | 03/31/2024 | 626 Financial LLC | 11,240 | $2,251 | 03/31/2024 | JPM | 11,240 | $2,251 | 03/31/2024 | Accredited Investors Inc. | 13,218 | $2,248 | 12/31/2023 | JPM | 13,218 | $2,248 | 12/31/2023 | Wealth Management Partners LLC | 11,198 | $2,243 | 03/31/2024 | JPM | 11,198 | $2,243 | 03/31/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 13,148 | $2,242 | 12/31/2023 | JPM | 13,148 | $2,242 | 12/31/2023 | LMG Wealth Partners LLC | 13,173 | $2,241 | 12/31/2023 | JPM | 13,173 | $2,241 | 12/31/2023 | United Community Bank | 13,161 | $2,239 | 12/31/2023 | JPM | 13,161 | $2,239 | 12/31/2023 | Hartford Funds Management Co LLC | 13,157 | $2,238 | 12/31/2023 | JPM | 13,157 | $2,238 | 12/31/2023 | Wolff Wiese Magana LLC | 11,166 | $2,237 | 03/31/2024 | JPM | 11,166 | $2,237 | 03/31/2024 | Birinyi Associates Inc. | 11,157 | $2,235 | 03/31/2024 | JPM | 11,157 | $2,235 | 03/31/2024 | Aristotle Capital Management LLC | 13,134 | $2,234 | 12/31/2023 | JPM | 13,134 | $2,234 | 12/31/2023 | Pinnacle Wealth Management Group Inc. | 11,144 | $2,232 | 03/31/2024 | JPM | 11,144 | $2,232 | 03/31/2024 | Connective Portfolio Management LLC | 13,080 | $2,225 | 12/31/2023 | JPM | 13,080 | $2,225 | 12/31/2023 | Pacitti Group Inc. | 13,075 | $2,224 | 12/31/2023 | JPM | 13,075 | $2,224 | 12/31/2023 | Zhang Financial LLC | 11,097 | $2,223 | 03/31/2024 | JPM | 11,097 | $2,223 | 03/31/2024 | Park Edge Advisors LLC | 11,075 | $2,218 | 03/31/2024 | JPM | 11,075 | $2,218 | 03/31/2024 | MONECO Advisors LLC | 13,041 | $2,218 | 12/31/2023 | JPM | 13,041 | $2,218 | 12/31/2023 | Cacti Asset Management LLC | 11,110 | $2,217 | 03/31/2024 | JPM | 11,110 | $2,217 | 03/31/2024 | Emprise Bank | 11,048 | $2,213 | 03/31/2024 | JPM | 11,048 | $2,213 | 03/31/2024 | Total Clarity Wealth Management Inc. | 11,041 | $2,212 | 03/31/2024 | JPM | 11,041 | $2,212 | 03/31/2024 | Farrow Financial Inc. | 13,000 | $2,211 | 12/31/2023 | JPM | 13,000 | $2,211 | 12/31/2023 | BSW Wealth Partners | 11,033 | $2,210 | 03/31/2024 | JPM | 11,033 | $2,210 | 03/31/2024 | Norris Perne & French LLP MI | 10,979 | $2,199 | 03/31/2024 | JPM | 10,979 | $2,199 | 03/31/2024 | Winthrop Capital Management LLC | 12,928 | $2,199 | 12/31/2023 | JPM | 12,928 | $2,199 | 12/31/2023 | Beck Capital Management LLC | 12,902 | $2,195 | 12/31/2023 | JPM | 12,902 | $2,195 | 12/31/2023 | Wrapmanager Inc. | 12,883 | $2,191 | 12/31/2023 | JPM | 12,883 | $2,191 | 12/31/2023 | Vicus Capital | 10,931 | $2,190 | 03/31/2024 | JPM | 10,931 | $2,190 | 03/31/2024 | Neumann Capital Management LLC | 12,872 | $2,190 | 12/31/2023 | JPM | 12,872 | $2,190 | 12/31/2023 | Counterweight Ventures LLC | 12,873 | $2,190 | 12/31/2023 | JPM | 12,873 | $2,190 | 12/31/2023 | CKW Financial Group | 10,987 | $2,186 | 03/31/2024 | JPM | 10,987 | $2,186 | 03/31/2024 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $2,184 | 12/31/2023 | JPM | 12,849 | $2,184 | 12/31/2023 | Notis McConarty Edward | 12,817 | $2,180 | 12/31/2023 | JPM | 12,817 | $2,180 | 12/31/2023 | Smartleaf Asset Management LLC | 12,862 | $2,179 | 12/31/2023 | JPM | 12,862 | $2,179 | 12/31/2023 | Altshuler Shaham Ltd | 12,800 | $2,177 | 12/31/2023 | JPM | 12,800 | $2,177 | 12/31/2023 | Psagot Value Holdings Ltd. Israel | 12,723 | $2,166 | 12/31/2023 | JPM | 12,723 | $2,166 | 12/31/2023 | Cornerstone Advisory LLC | 12,638 | $2,150 | 12/31/2023 | JPM | 12,638 | $2,150 | 12/31/2023 | Pointe Capital Management LLC | 12,633 | $2,149 | 12/31/2023 | JPM | 12,633 | $2,149 | 12/31/2023 | Burford Brothers Inc. | 12,624 | $2,147 | 12/31/2023 | JPM | 12,624 | $2,147 | 12/31/2023 | HMS Capital Management LLC | 10,677 | $2,139 | 03/31/2024 | JPM | 10,677 | $2,139 | 03/31/2024 | CIC Wealth LLC | 10,677 | $2,139 | 03/31/2024 | JPM | 10,677 | $2,139 | 03/31/2024 | Imprint Wealth LLC | 12,524 | $2,136 | 12/31/2023 | JPM | 12,524 | $2,136 | 12/31/2023 | Constant Guidance Financial LLC | | $2,135 | 12/31/2023 | JPM.PRM | 112,302 | $2,135 | 12/31/2023 | Prentice Wealth Management LLC | 10,649 | $2,133 | 03/31/2024 | JPM | 10,649 | $2,133 | 03/31/2024 | Gladius Capital Management LP | | $2,126 | 12/31/2023 | Call | 33,200 | $5,647 | 12/31/2023 | Put | 20,700 | $3,521 | 12/31/2023 | Audent Global Asset Management LLC | 12,495 | $2,125 | 12/31/2023 | JPM | 12,495 | $2,125 | 12/31/2023 | FinTrust Capital Advisors LLC | 12,479 | $2,123 | 12/31/2023 | JPM | 12,479 | $2,123 | 12/31/2023 | Stableford Capital II LLC | 10,587 | $2,121 | 03/31/2024 | JPM | 10,587 | $2,121 | 03/31/2024 | CVA Family Office LLC | 10,553 | $2,114 | 03/31/2024 | JPM | 10,553 | $2,114 | 03/31/2024 | Purus Wealth Management LLC | 10,555 | $2,114 | 03/31/2024 | JPM | 10,555 | $2,114 | 03/31/2024 | Financial Management Professionals Inc. | 10,545 | $2,112 | 03/31/2024 | JPM | 10,545 | $2,112 | 03/31/2024 | Invesco LLC | 12,393 | $2,108 | 12/31/2023 | JPM | 12,393 | $2,108 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 12,350 | $2,101 | 12/31/2023 | JPM | 12,350 | $2,101 | 12/31/2023 | Capital Advisors Ltd. LLC | 10,484 | $2,100 | 03/31/2024 | JPM | 10,484 | $2,100 | 03/31/2024 | Greenwich Wealth Management LLC | 12,325 | $2,096 | 12/31/2023 | JPM | 12,325 | $2,096 | 12/31/2023 | South Street Advisors LLC | 12,317 | $2,095 | 12/31/2023 | JPM | 12,317 | $2,095 | 12/31/2023 | Lindenwold Advisors | 12,308 | $2,094 | 12/31/2023 | JPM | 12,308 | $2,094 | 12/31/2023 | PARK CIRCLE Co | | $2,093 | 12/31/2023 | JPM | 6,800 | $1,157 | 12/31/2023 | Call | 5,500 | $936 | 12/31/2023 | Trail Ridge Investment Advisors LLC | 12,307 | $2,093 | 12/31/2023 | JPM | 12,307 | $2,093 | 12/31/2023 | Applied Capital LLC FL | 10,445 | $2,092 | 03/31/2024 | JPM | 10,445 | $2,092 | 03/31/2024 | MBL Wealth LLC | 10,398 | $2,083 | 03/31/2024 | JPM | 10,398 | $2,083 | 03/31/2024 | 1620 Investment Advisors Inc. | 12,246 | $2,083 | 12/31/2023 | JPM | 12,246 | $2,083 | 12/31/2023 | Harmony Asset Management LLC | 12,245 | $2,083 | 12/31/2023 | JPM | 12,245 | $2,083 | 12/31/2023 | New Republic Capital LLC | 12,197 | $2,075 | 12/31/2023 | JPM | 12,197 | $2,075 | 12/31/2023 | Marble Harbor Investment Counsel LLC | 12,179 | $2,072 | 12/31/2023 | JPM | 12,179 | $2,072 | 12/31/2023 | STA Wealth Management LLC | 12,175 | $2,071 | 12/31/2023 | JPM | 12,175 | $2,071 | 12/31/2023 | Consilium Wealth Advisory LLC | 12,155 | $2,068 | 12/31/2023 | JPM | 12,155 | $2,068 | 12/31/2023 | Armstrong Fleming & Moore Inc | 10,315 | $2,066 | 03/31/2024 | JPM | 10,315 | $2,066 | 03/31/2024 | Financial Advisors LLC | 12,146 | $2,066 | 12/31/2023 | JPM | 12,146 | $2,066 | 12/31/2023 | Corundum Group Inc. | 10,309 | $2,065 | 03/31/2024 | JPM | 10,309 | $2,065 | 03/31/2024 | West Paces Advisors Inc. | 10,298 | $2,063 | 03/31/2024 | JPM | 10,298 | $2,063 | 03/31/2024 | KPP Advisory Services LLC | 12,089 | $2,056 | 12/31/2023 | JPM | 12,089 | $2,056 | 12/31/2023 | Executive Wealth Management LLC | 12,079 | $2,055 | 12/31/2023 | JPM | 12,079 | $2,055 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 10,254 | $2,054 | 03/31/2024 | JPM | 10,254 | $2,054 | 03/31/2024 | Sierra Summit Advisors LLC | 12,064 | $2,052 | 12/31/2023 | JPM | 12,064 | $2,052 | 12/31/2023 | CRA Financial Services LLC | 10,203 | $2,044 | 03/31/2024 | JPM | 10,203 | $2,044 | 03/31/2024 | Ulysses Management LLC | 12,000 | $2,041 | 12/31/2023 | JPM | 12,000 | $2,041 | 12/31/2023 | Marietta Investment Partners LLC | 11,983 | $2,038 | 12/31/2023 | JPM | 11,983 | $2,038 | 12/31/2023 | Palumbo Wealth Management LLC | 10,162 | $2,035 | 03/31/2024 | JPM | 10,162 | $2,035 | 03/31/2024 | Vista Investment Management | 11,932 | $2,030 | 12/31/2023 | JPM | 11,932 | $2,030 | 12/31/2023 | Oder Investment Management LLC | 11,931 | $2,030 | 12/31/2023 | JPM | 11,931 | $2,030 | 12/31/2023 | Retirement Planning Co of New England Inc. | 11,911 | $2,026 | 12/31/2023 | JPM | 11,911 | $2,026 | 12/31/2023 | Keel Point LLC | 10,110 | $2,025 | 03/31/2024 | JPM | 10,110 | $2,025 | 03/31/2024 | Canvas Wealth Advisors LLC | 10,108 | $2,025 | 03/31/2024 | JPM | 10,108 | $2,025 | 03/31/2024 | Aldebaran Capital LLC | 11,907 | $2,025 | 12/31/2023 | JPM | 11,907 | $2,025 | 12/31/2023 | Kelly Lawrence W & Associates Inc. CA | | $2,023 | 12/31/2023 | JPM | 11,866 | $2,018 | 12/31/2023 | JPM.PRM | 250 | $5 | 12/31/2023 | Castle Rock Wealth Management LLC | 11,741 | $2,022 | 12/31/2023 | JPM | 11,741 | $2,022 | 12/31/2023 | Sippican Capital Advisors | 11,843 | $2,014 | 12/31/2023 | JPM | 11,843 | $2,014 | 12/31/2023 | MBA Advisors LLC | 11,827 | $2,012 | 12/31/2023 | JPM | 11,827 | $2,012 | 12/31/2023 | AFT Forsyth & Company Inc. | 11,820 | $2,011 | 12/31/2023 | JPM | 11,820 | $2,011 | 12/31/2023 | Balentine LLC | 11,811 | $2,009 | 12/31/2023 | JPM | 11,811 | $2,009 | 12/31/2023 | Acorn Wealth Advisors LLC | 11,808 | $2,009 | 12/31/2023 | JPM | 11,808 | $2,009 | 12/31/2023 | Barrett & Company Inc. | 10,024 | $2,008 | 03/31/2024 | JPM | 10,024 | $2,008 | 03/31/2024 | Roman Butler Fullerton & Co. | 11,653 | $2,008 | 12/31/2023 | JPM | 11,653 | $2,008 | 12/31/2023 | Stanley Laman Group Ltd. | 10,017 | $2,006 | 03/31/2024 | JPM | 10,017 | $2,006 | 03/31/2024 | One Charles Private Wealth Services LLC | 11,792 | $2,006 | 12/31/2023 | JPM | 11,792 | $2,006 | 12/31/2023 | Kowal Investment Group LLC | 9,996 | $2,002 | 03/31/2024 | JPM | 9,996 | $2,002 | 03/31/2024 | MRP Capital Investments LLC | 11,761 | $2,001 | 12/31/2023 | JPM | 11,761 | $2,001 | 12/31/2023 | Global Trust Asset Management LLC | 9,948 | $1,993 | 03/31/2024 | JPM | 9,948 | $1,993 | 03/31/2024 | Weatherly Asset Management L. P. | 11,718 | $1,993 | 12/31/2023 | JPM | 11,718 | $1,993 | 12/31/2023 | Camarda Financial Advisors LLC | 11,715 | $1,993 | 12/31/2023 | JPM | 11,715 | $1,993 | 12/31/2023 | Fort Point Capital Partners LLC | 11,714 | $1,993 | 12/31/2023 | JPM | 11,714 | $1,993 | 12/31/2023 | Iams Wealth Management LLC | 10,790 | $1,989 | 03/31/2024 | JPM | 10,790 | $1,989 | 03/31/2024 | AustralianSuper Pty Ltd | 11,677 | $1,986 | 12/31/2023 | JPM | 11,677 | $1,986 | 12/31/2023 | Paces Ferry Wealth Advisors LLC | 11,668 | $1,985 | 12/31/2023 | JPM | 11,668 | $1,985 | 12/31/2023 | Blue Square Asset Management LLC | 11,663 | $1,984 | 12/31/2023 | JPM | 11,663 | $1,984 | 12/31/2023 | Portfolio Design Labs LLC | 11,664 | $1,984 | 12/31/2023 | JPM | 11,664 | $1,984 | 12/31/2023 | Cypress Wealth Services LLC | 9,894 | $1,982 | 03/31/2024 | JPM | 9,894 | $1,982 | 03/31/2024 | Ignite Planners LLC | 9,963 | $1,982 | 03/31/2024 | JPM | 9,963 | $1,982 | 03/31/2024 | BlackDiamond Wealth Management Inc. | 11,348 | $1,980 | 12/31/2023 | JPM | 11,348 | $1,980 | 12/31/2023 | Oak Hill Wealth Advisors LLC | 11,628 | $1,978 | 12/31/2023 | JPM | 11,628 | $1,978 | 12/31/2023 | Drive Wealth Management LLC | 9,865 | $1,976 | 03/31/2024 | JPM | 9,865 | $1,976 | 03/31/2024 | Trillium Asset Management LLC | 11,584 | $1,970 | 12/31/2023 | JPM | 11,584 | $1,970 | 12/31/2023 | Aaron Wealth Advisors | 11,555 | $1,966 | 12/31/2023 | JPM | 11,555 | $1,966 | 12/31/2023 | Peoples Bank OH | 11,540 | $1,963 | 12/31/2023 | JPM | 11,540 | $1,963 | 12/31/2023 | Gateway Advisory LLC | 11,523 | $1,960 | 12/31/2023 | JPM | 11,523 | $1,960 | 12/31/2023 | Auxano Advisors LLC | 11,516 | $1,959 | 12/31/2023 | JPM | 11,516 | $1,959 | 12/31/2023 | Meridian Financial Partners LLC | 9,776 | $1,958 | 03/31/2024 | JPM | 9,776 | $1,958 | 03/31/2024 | Sonata Capital Group Inc. | 11,496 | $1,955 | 12/31/2023 | JPM | 11,496 | $1,955 | 12/31/2023 | Caldwell Investment Management Ltd. | 11,460 | $1,954 | 12/31/2023 | JPM | 11,460 | $1,954 | 12/31/2023 | Evergreen Wealth Management LLC | 11,488 | $1,954 | 12/31/2023 | JPM | 11,488 | $1,954 | 12/31/2023 | Apexium Financial LP | 9,744 | $1,952 | 03/31/2024 | JPM | 9,744 | $1,952 | 03/31/2024 | Sky Investment Group LLC | 9,742 | $1,951 | 03/31/2024 | JPM | 9,742 | $1,951 | 03/31/2024 | Waddell & Associates LLC | 11,447 | $1,950 | 12/31/2023 | JPM | 11,447 | $1,950 | 12/31/2023 | OPTIMAS CAPITAL Ltd | 11,453 | $1,948 | 12/31/2023 | JPM | 11,453 | $1,948 | 12/31/2023 | Yarger Wealth Strategies LLC | 11,449 | $1,947 | 12/31/2023 | JPM | 11,449 | $1,947 | 12/31/2023 | Morris Financial Concepts Inc. | 9,715 | $1,946 | 03/31/2024 | JPM | 9,715 | $1,946 | 03/31/2024 | Highview Capital Management LLC DE | 11,438 | $1,946 | 12/31/2023 | JPM | 11,438 | $1,946 | 12/31/2023 | Chesapeake Wealth Management | 11,429 | $1,944 | 12/31/2023 | JPM | 11,429 | $1,944 | 12/31/2023 | Financial Insights Inc. | 11,406 | $1,940 | 12/31/2023 | JPM | 11,406 | $1,940 | 12/31/2023 | WealthBridge Capital Management LLC | 11,405 | $1,940 | 12/31/2023 | JPM | 11,405 | $1,940 | 12/31/2023 | Icon Wealth Advisors LLC | 11,379 | $1,936 | 12/31/2023 | JPM | 11,379 | $1,936 | 12/31/2023 | Klingman & Associates LLC | 11,369 | $1,934 | 12/31/2023 | JPM | 11,369 | $1,934 | 12/31/2023 | Princeton Capital Management LLC | 11,364 | $1,933 | 12/31/2023 | JPM | 11,364 | $1,933 | 12/31/2023 | Saxon Interests Inc. | 9,644 | $1,932 | 03/31/2024 | JPM | 9,644 | $1,932 | 03/31/2024 | Gilbert & Cook Inc. | 11,360 | $1,932 | 12/31/2023 | JPM | 11,360 | $1,932 | 12/31/2023 | G&S Capital LLC | 9,628 | $1,929 | 03/31/2024 | JPM | 9,628 | $1,929 | 03/31/2024 | Morton Capital Management LLC CA | 9,611 | $1,925 | 03/31/2024 | JPM | 9,611 | $1,925 | 03/31/2024 | Signet Financial Management LLC | 9,594 | $1,922 | 03/31/2024 | JPM | 9,594 | $1,922 | 03/31/2024 | Kidder Stephen W | 11,292 | $1,921 | 12/31/2023 | JPM | 11,292 | $1,921 | 12/31/2023 | Carson Advisory Inc. | 11,286 | $1,920 | 12/31/2023 | JPM | 11,286 | $1,920 | 12/31/2023 | Park Place Capital Corp | 9,578 | $1,919 | 03/31/2024 | JPM | 9,578 | $1,919 | 03/31/2024 | Pekin Hardy Strauss Inc. | 11,271 | $1,917 | 12/31/2023 | JPM | 11,271 | $1,917 | 12/31/2023 | Summit Financial Strategies Inc. | 11,270 | $1,917 | 12/31/2023 | JPM | 11,270 | $1,917 | 12/31/2023 | Philo Smith Capital Corp | 9,550 | $1,913 | 03/31/2024 | JPM | 9,550 | $1,913 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 11,236 | $1,911 | 12/31/2023 | JPM | 11,236 | $1,911 | 12/31/2023 | Leo Wealth LLC | 10,768 | $1,911 | 12/31/2023 | JPM | 10,768 | $1,911 | 12/31/2023 | Diligent Investors LLC | 11,204 | $1,906 | 12/31/2023 | JPM | 11,204 | $1,906 | 12/31/2023 | Keudell Morrison Wealth Management | 11,199 | $1,905 | 12/31/2023 | JPM | 11,199 | $1,905 | 12/31/2023 | Breakwater Capital Group | 9,498 | $1,902 | 03/31/2024 | JPM | 9,498 | $1,902 | 03/31/2024 | Game Creek Capital LP | 11,175 | $1,901 | 12/31/2023 | JPM | 11,175 | $1,901 | 12/31/2023 | Wealth Architects LLC | 11,132 | $1,893 | 12/31/2023 | JPM | 11,132 | $1,893 | 12/31/2023 | Northern Financial Advisors Inc | 11,122 | $1,892 | 12/31/2023 | JPM | 11,122 | $1,892 | 12/31/2023 | Sandy Cove Advisors LLC | 9,433 | $1,889 | 03/31/2024 | JPM | 9,433 | $1,889 | 03/31/2024 | Money Concepts Capital Corp | 11,102 | $1,889 | 12/31/2023 | JPM | 11,102 | $1,889 | 12/31/2023 | PYA Waltman Capital LLC | 11,073 | $1,883 | 12/31/2023 | JPM | 11,073 | $1,883 | 12/31/2023 | Navalign LLC | 9,396 | $1,882 | 03/31/2024 | JPM | 9,396 | $1,882 | 03/31/2024 | Biltmore Family Office LLC | 11,050 | $1,880 | 12/31/2023 | JPM | 11,050 | $1,880 | 12/31/2023 | Mainstay Capital Management LLC ADV | 11,033 | $1,877 | 12/31/2023 | JPM | 11,033 | $1,877 | 12/31/2023 | Hazlett Burt & Watson Inc. | 10,994 | $1,873 | 12/31/2023 | JPM | 10,994 | $1,873 | 12/31/2023 | Grant GrossMendelsohn LLC | 10,848 | $1,873 | 12/31/2023 | JPM | 10,848 | $1,873 | 12/31/2023 | Eqis Capital Management Inc. | 11,007 | $1,872 | 12/31/2023 | JPM | 11,007 | $1,872 | 12/31/2023 | Oarsman Capital Inc. | 11,008 | $1,872 | 12/31/2023 | JPM | 11,008 | $1,872 | 12/31/2023 | My Legacy Advisors LLC | 10,977 | $1,869 | 12/31/2023 | JPM | 10,977 | $1,869 | 12/31/2023 | Texas Capital Bancshares Inc. TX | 10,932 | $1,860 | 12/31/2023 | JPM | 10,932 | $1,860 | 12/31/2023 | FJ Capital Management LLC | 10,922 | $1,858 | 12/31/2023 | JPM | 10,922 | $1,858 | 12/31/2023 | Okabena Investment Services Inc. | 10,911 | $1,856 | 12/31/2023 | JPM | 10,911 | $1,856 | 12/31/2023 | N.E.W. Advisory Services LLC | 9,259 | $1,855 | 03/31/2024 | JPM | 9,259 | $1,855 | 03/31/2024 | Gerber Kawasaki Wealth & Investment Management | 10,882 | $1,851 | 12/31/2023 | JPM | 10,882 | $1,851 | 12/31/2023 | AlphaStar Capital Management LLC | 10,864 | $1,848 | 12/31/2023 | JPM | 10,864 | $1,848 | 12/31/2023 | Signal Advisors Wealth LLC | 9,214 | $1,846 | 03/31/2024 | JPM | 9,214 | $1,846 | 03/31/2024 | Virtue Capital Management LLC | 10,710 | $1,846 | 12/31/2023 | JPM | 10,710 | $1,846 | 12/31/2023 | Gilman Hill Asset Management LLC | 9,187 | $1,840 | 03/31/2024 | JPM | 9,187 | $1,840 | 03/31/2024 | US Asset Management LLC | 9,168 | $1,836 | 03/31/2024 | JPM | 9,168 | $1,836 | 03/31/2024 | Lakeshore Financial Planning Inc. | 10,782 | $1,834 | 12/31/2023 | JPM | 10,782 | $1,834 | 12/31/2023 | DE Burlo Group Inc. | 10,773 | $1,832 | 12/31/2023 | JPM | 10,773 | $1,832 | 12/31/2023 | American Investment Services Inc. | 10,762 | $1,831 | 12/31/2023 | JPM | 10,762 | $1,831 | 12/31/2023 | JNBA Financial Advisors | 10,762 | $1,831 | 12/31/2023 | JPM | 10,762 | $1,831 | 12/31/2023 | Formidable Asset Management LLC | 10,750 | $1,829 | 12/31/2023 | JPM | 10,750 | $1,829 | 12/31/2023 | Financial Perspectives Inc | 9,121 | $1,827 | 03/31/2024 | JPM | 9,121 | $1,827 | 03/31/2024 | Onyx Bridge Wealth Group LLC | 10,740 | $1,827 | 12/31/2023 | JPM | 10,740 | $1,827 | 12/31/2023 | Vantage Financial Partners Ltd. Inc. | 10,724 | $1,824 | 12/31/2023 | JPM | 10,724 | $1,824 | 12/31/2023 | Tempus Wealth Planning LLC | 9,102 | $1,823 | 03/31/2024 | JPM | 9,102 | $1,823 | 03/31/2024 | Quent Capital LLC | 10,708 | $1,821 | 12/31/2023 | JPM | 10,708 | $1,821 | 12/31/2023 | City State Bank | 9,075 | $1,818 | 03/31/2024 | JPM | 9,075 | $1,818 | 03/31/2024 | Tradition Wealth Management LLC | | $1,817 | 12/31/2023 | JPM | 10,652 | $1,812 | 12/31/2023 | JPM.PRK | 267 | $5 | 12/31/2023 | CoreFirst Bank & Trust | 10,680 | $1,817 | 12/31/2023 | JPM | 10,680 | $1,817 | 12/31/2023 | Atlas Capital Advisors LLC | | $1,815 | 03/31/2024 | JPM | 7,347 | $1,472 | 03/31/2024 | JPM.PRL | 12,000 | $261 | 03/31/2024 | JPM.PRM | 4,075 | $82 | 03/31/2024 | Mirabella Financial Services LLP | 10,672 | $1,815 | 12/31/2023 | JPM | 10,672 | $1,815 | 12/31/2023 | Masso Torrence Wealth Management Inc. | 9,034 | $1,810 | 03/31/2024 | JPM | 9,034 | $1,810 | 03/31/2024 | Advisory Research Inc. | 10,636 | $1,809 | 12/31/2023 | JPM | 10,636 | $1,809 | 12/31/2023 | Ausdal Financial Partners Inc. | 9,027 | $1,808 | 03/31/2024 | JPM | 9,027 | $1,808 | 03/31/2024 | TBH Global Asset Management LLC | 10,630 | $1,808 | 12/31/2023 | JPM | 10,630 | $1,808 | 12/31/2023 | Caldwell Sutter Capital Inc. | 9,014 | $1,806 | 03/31/2024 | JPM | 9,014 | $1,806 | 03/31/2024 | Trust Investment Advisors | 10,618 | $1,806 | 12/31/2023 | JPM | 10,618 | $1,806 | 12/31/2023 | Ridgecrest Wealth Partners LLC | 9,002 | $1,803 | 03/31/2024 | JPM | 9,002 | $1,803 | 03/31/2024 | IMS Capital Management | 10,583 | $1,800 | 12/31/2023 | JPM | 10,583 | $1,800 | 12/31/2023 | Godshalk Welsh Capital Management Inc. | 10,575 | $1,799 | 12/31/2023 | JPM | 10,575 | $1,799 | 12/31/2023 | Rainsberger Wealth Advisors Inc. | 10,570 | $1,798 | 12/31/2023 | JPM | 10,570 | $1,798 | 12/31/2023 | First Citizens Financial Corp | 10,556 | $1,796 | 12/31/2023 | JPM | 10,556 | $1,796 | 12/31/2023 | AMI Asset Management Corp | 8,960 | $1,795 | 03/31/2024 | JPM | 8,960 | $1,795 | 03/31/2024 | Angeles Wealth Management LLC | 10,549 | $1,794 | 12/31/2023 | JPM | 10,549 | $1,794 | 12/31/2023 | Hunter Associates Investment Management LLC | 10,531 | $1,791 | 12/31/2023 | JPM | 10,531 | $1,791 | 12/31/2023 | Citadel Investment Advisory Inc. | 8,936 | $1,790 | 03/31/2024 | JPM | 8,936 | $1,790 | 03/31/2024 | Hemington Wealth Management | 10,518 | $1,789 | 12/31/2023 | JPM | 10,518 | $1,789 | 12/31/2023 | Bennett Selby Investments LP | 8,906 | $1,784 | 03/31/2024 | JPM | 8,906 | $1,784 | 03/31/2024 | Select Asset Management & Trust | 10,490 | $1,784 | 12/31/2023 | JPM | 10,490 | $1,784 | 12/31/2023 | Violich Capital Management Inc. | 10,485 | $1,783 | 12/31/2023 | JPM | 10,485 | $1,783 | 12/31/2023 | Asio Capital LLC | 8,896 | $1,782 | 03/31/2024 | JPM | 8,896 | $1,782 | 03/31/2024 | Woodward Diversified Capital LLC | 10,470 | $1,781 | 12/31/2023 | JPM | 10,470 | $1,781 | 12/31/2023 | Aire Advisors LLC | 10,462 | $1,781 | 12/31/2023 | JPM | 10,462 | $1,781 | 12/31/2023 | Hummer Financial Advisory Services Inc | 8,883 | $1,779 | 03/31/2024 | JPM | 8,883 | $1,779 | 03/31/2024 | Clarus Group Inc. | 8,881 | $1,779 | 03/31/2024 | JPM | 8,881 | $1,779 | 03/31/2024 | Traverso Chambers Private Wealth Management LLC | 10,454 | $1,778 | 12/31/2023 | JPM | 10,454 | $1,778 | 12/31/2023 | Cynosure Management LLC | 10,449 | $1,777 | 12/31/2023 | JPM | 10,449 | $1,777 | 12/31/2023 | Iron Financial LLC | 8,857 | $1,774 | 03/31/2024 | JPM | 8,857 | $1,774 | 03/31/2024 | Evergreen Wealth Solutions LLC | 10,432 | $1,774 | 12/31/2023 | JPM | 10,432 | $1,774 | 12/31/2023 | Hollow Brook Wealth Management LLC | 10,420 | $1,772 | 12/31/2023 | JPM | 10,420 | $1,772 | 12/31/2023 | Fortitude Advisory Group L.L.C. | 10,408 | $1,770 | 12/31/2023 | JPM | 10,408 | $1,770 | 12/31/2023 | Epacria Capital Partners LLC | 10,400 | $1,769 | 12/31/2023 | JPM | 10,400 | $1,769 | 12/31/2023 | Cape ANN Savings Bank | 10,129 | $1,766 | 12/31/2023 | JPM | 10,129 | $1,766 | 12/31/2023 | Relative Value Partners Group LLC | 10,385 | $1,766 | 12/31/2023 | JPM | 10,385 | $1,766 | 12/31/2023 | Sterling Investment Counsel LLC | 10,338 | $1,759 | 12/31/2023 | JPM | 10,338 | $1,759 | 12/31/2023 | Defined Wealth Management LLC | 8,756 | $1,754 | 03/31/2024 | JPM | 8,756 | $1,754 | 03/31/2024 | Towercrest Capital Management | 10,304 | $1,753 | 12/31/2023 | JPM | 10,304 | $1,753 | 12/31/2023 | Matrix Private Capital Group LLC | 10,303 | $1,753 | 12/31/2023 | JPM | 10,303 | $1,753 | 12/31/2023 | Prosperitas Financial LLC | 10,301 | $1,752 | 12/31/2023 | JPM | 10,301 | $1,752 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 8,710 | $1,745 | 03/31/2024 | JPM | 8,710 | $1,745 | 03/31/2024 | London & Capital Asset Management Ltd | 10,259 | $1,745 | 12/31/2023 | JPM | 10,259 | $1,745 | 12/31/2023 | LifeSteps Financial Inc. | 10,240 | $1,742 | 12/31/2023 | JPM | 10,240 | $1,742 | 12/31/2023 | Cooper Financial Group | 8,693 | $1,741 | 03/31/2024 | JPM | 8,693 | $1,741 | 03/31/2024 | Aldebaran Financial Inc. | 10,235 | $1,741 | 12/31/2023 | JPM | 10,235 | $1,741 | 12/31/2023 | Dohj LLC | 8,661 | $1,735 | 03/31/2024 | JPM | 8,661 | $1,735 | 03/31/2024 | Autumn Glory Partners LLC | 10,287 | $1,733 | 12/31/2023 | JPM | 10,287 | $1,733 | 12/31/2023 | Hemenway Trust Co LLC | 10,169 | $1,730 | 12/31/2023 | JPM | 10,169 | $1,730 | 12/31/2023 | Fortress Wealth Group LLC | 10,029 | $1,725 | 12/31/2023 | JPM | 10,029 | $1,725 | 12/31/2023 | M. Kraus & Co | 8,608 | $1,724 | 03/31/2024 | JPM | 8,608 | $1,724 | 03/31/2024 | First National Bank Sioux Falls | 8,599 | $1,722 | 03/31/2024 | JPM | 8,599 | $1,722 | 03/31/2024 | Bigelow Investment Advisors LLC | 10,124 | $1,722 | 12/31/2023 | JPM | 10,124 | $1,722 | 12/31/2023 | Focused Wealth Management Inc | 10,100 | $1,718 | 12/31/2023 | JPM | 10,100 | $1,718 | 12/31/2023 | MGB Wealth Management LLC | 10,099 | $1,718 | 12/31/2023 | JPM | 10,099 | $1,718 | 12/31/2023 | Paulson Wealth Management Inc. | 10,095 | $1,717 | 12/31/2023 | JPM | 10,095 | $1,717 | 12/31/2023 | Westbourne Investment Advisors Inc. | 8,553 | $1,713 | 03/31/2024 | JPM | 8,553 | $1,713 | 03/31/2024 | Crescent Grove Advisors LLC | 10,004 | $1,702 | 12/31/2023 | JPM | 10,004 | $1,702 | 12/31/2023 | United Fire Group Inc. | 10,000 | $1,701 | 12/31/2023 | JPM | 10,000 | $1,701 | 12/31/2023 | First National Bank of Hutchinson | 9,992 | $1,700 | 12/31/2023 | JPM | 9,992 | $1,700 | 12/31/2023 | LexAurum Advisors LLC | 8,482 | $1,699 | 03/31/2024 | JPM | 8,482 | $1,699 | 03/31/2024 | Matrix Trust Co | 9,949 | $1,692 | 12/31/2023 | JPM | 9,949 | $1,692 | 12/31/2023 | Eudaimonia Advisors LLC | 9,938 | $1,691 | 12/31/2023 | JPM | 9,938 | $1,691 | 12/31/2023 | AJ Advisors LLC | 9,901 | $1,684 | 12/31/2023 | JPM | 9,901 | $1,684 | 12/31/2023 | Precedent Wealth Partners LLC | 8,387 | $1,680 | 03/31/2024 | JPM | 8,387 | $1,680 | 03/31/2024 | Calton & Associates Inc. | 8,382 | $1,679 | 03/31/2024 | JPM | 8,382 | $1,679 | 03/31/2024 | Bouchey Financial Group Ltd | 8,364 | $1,675 | 03/31/2024 | JPM | 8,364 | $1,675 | 03/31/2024 | First Trust Investment Solutions L.P. | 9,831 | $1,672 | 12/31/2023 | JPM | 9,831 | $1,672 | 12/31/2023 | Paloma Partners Management Co | 9,821 | $1,671 | 12/31/2023 | JPM | 9,821 | $1,671 | 12/31/2023 | Strait & Sound Wealth Management LLC | 9,996 | $1,670 | 12/31/2023 | JPM | 9,996 | $1,670 | 12/31/2023 | Hendershot Investments Inc. | 8,333 | $1,669 | 03/31/2024 | JPM | 8,333 | $1,669 | 03/31/2024 | Aspen Wealth Strategies LLC | 9,798 | $1,667 | 12/31/2023 | JPM | 9,798 | $1,667 | 12/31/2023 | Sound Income Strategies LLC | 8,319 | $1,666 | 03/31/2024 | JPM | 8,319 | $1,666 | 03/31/2024 | Orion Capital Management LLC | 9,789 | $1,665 | 12/31/2023 | JPM | 9,789 | $1,665 | 12/31/2023 | Sivia Capital Partners LLC | 8,289 | $1,660 | 03/31/2024 | JPM | 8,289 | $1,660 | 03/31/2024 | Steele Capital Management Inc. | 8,282 | $1,659 | 03/31/2024 | JPM | 8,282 | $1,659 | 03/31/2024 | Eagle Wealth Strategies LLC | 8,329 | $1,657 | 03/31/2024 | JPM | 8,329 | $1,657 | 03/31/2024 | Navellier & Associates Inc | 9,740 | $1,657 | 12/31/2023 | JPM | 9,740 | $1,657 | 12/31/2023 | Ramsay Stattman Vela & Price Inc. | 9,741 | $1,657 | 12/31/2023 | JPM | 9,741 | $1,657 | 12/31/2023 | Raleigh Capital Management Inc. | 9,743 | $1,657 | 12/31/2023 | JPM | 9,743 | $1,657 | 12/31/2023 | Access Financial Services Inc. | 8,256 | $1,654 | 03/31/2024 | JPM | 8,256 | $1,654 | 03/31/2024 | Herbst Group LLC | 8,260 | $1,654 | 03/31/2024 | JPM | 8,260 | $1,654 | 03/31/2024 | Provence Wealth Management Group | 9,699 | $1,650 | 12/31/2023 | JPM | 9,699 | $1,650 | 12/31/2023 | Charter Oak Capital Management LLC | 8,210 | $1,645 | 03/31/2024 | JPM | 8,210 | $1,645 | 03/31/2024 | Advisory Alpha LLC | 9,673 | $1,645 | 12/31/2023 | JPM | 9,673 | $1,645 | 12/31/2023 | JSF Financial LLC | 9,672 | $1,645 | 12/31/2023 | JPM | 9,672 | $1,645 | 12/31/2023 | Sage Rhino Capital LLC | 9,665 | $1,644 | 12/31/2023 | JPM | 9,665 | $1,644 | 12/31/2023 | Mendel Capital Management LLC | 9,624 | $1,637 | 12/31/2023 | JPM | 9,624 | $1,637 | 12/31/2023 | Castle Wealth Management LLC | 9,601 | $1,633 | 12/31/2023 | JPM | 9,601 | $1,633 | 12/31/2023 | Baystate Wealth Management LLC | 9,575 | $1,629 | 12/31/2023 | JPM | 9,575 | $1,629 | 12/31/2023 | Proffitt & Goodson Inc. | 8,124 | $1,627 | 03/31/2024 | JPM | 8,124 | $1,627 | 03/31/2024 | McElhenny Sheffield Capital Management LLC | 8,121 | $1,627 | 03/31/2024 | JPM | 8,121 | $1,627 | 03/31/2024 | MWA Asset Management | 9,557 | $1,626 | 12/31/2023 | JPM | 9,557 | $1,626 | 12/31/2023 | BluePath Capital Management LLC | 8,114 | $1,625 | 03/31/2024 | JPM | 8,114 | $1,625 | 03/31/2024 | Eley Financial Management Inc | 9,552 | $1,625 | 12/31/2023 | JPM | 9,552 | $1,625 | 12/31/2023 | Tlwm | 8,103 | $1,623 | 03/31/2024 | JPM | 8,103 | $1,623 | 03/31/2024 | Samalin Investment Counsel LLC | 9,539 | $1,623 | 12/31/2023 | JPM | 9,539 | $1,623 | 12/31/2023 | Tilia Fiduciary Partners Inc. | 8,082 | $1,619 | 03/31/2024 | JPM | 8,082 | $1,619 | 03/31/2024 | Alterity Financial Group LLC | 9,499 | $1,616 | 12/31/2023 | JPM | 9,499 | $1,616 | 12/31/2023 | Coastal Bridge Advisors LLC | 9,496 | $1,615 | 12/31/2023 | JPM | 9,496 | $1,615 | 12/31/2023 | Summit Financial Wealth Advisors LLC | 9,473 | $1,611 | 12/31/2023 | JPM | 9,473 | $1,611 | 12/31/2023 | Consolidated Portfolio Review Corp | 9,464 | $1,610 | 12/31/2023 | JPM | 9,464 | $1,610 | 12/31/2023 | Cora Capital Advisors LLC | 8,031 | $1,609 | 03/31/2024 | JPM | 8,031 | $1,609 | 03/31/2024 | Wealthquest Corp | 9,440 | $1,606 | 12/31/2023 | JPM | 9,440 | $1,606 | 12/31/2023 | Veracity Capital LLC | 8,001 | $1,603 | 03/31/2024 | JPM | 8,001 | $1,603 | 03/31/2024 | Journey Strategic Wealth LLC | 9,405 | $1,600 | 12/31/2023 | JPM | 9,405 | $1,600 | 12/31/2023 | Fielder Capital Group LLC | 9,405 | $1,600 | 12/31/2023 | JPM | 9,405 | $1,600 | 12/31/2023 | Accel Wealth Management | 7,984 | $1,599 | 03/31/2024 | JPM | 7,984 | $1,599 | 03/31/2024 | Perennial Investment Advisors LLC | 9,390 | $1,597 | 12/31/2023 | JPM | 9,390 | $1,597 | 12/31/2023 | Harel Insurance Investments & Financial Services Ltd. | 9,373 | $1,595 | 12/31/2023 | JPM | 9,373 | $1,595 | 12/31/2023 | Apella Capital LLC | 8,086 | $1,594 | 03/31/2024 | JPM | 8,086 | $1,594 | 03/31/2024 | Ullmann Financial Group Inc. | 9,365 | $1,593 | 12/31/2023 | JPM | 9,365 | $1,593 | 12/31/2023 | Stephenson National Bank & Trust | 7,941 | $1,591 | 03/31/2024 | JPM | 7,941 | $1,591 | 03/31/2024 | Terril Brothers Inc. | 9,344 | $1,589 | 12/31/2023 | JPM | 9,344 | $1,589 | 12/31/2023 | Cozad Asset Management Inc. | 9,298 | $1,582 | 12/31/2023 | JPM | 9,298 | $1,582 | 12/31/2023 | Stephens Consulting LLC | 7,880 | $1,578 | 03/31/2024 | JPM | 7,880 | $1,578 | 03/31/2024 | Allstate Corp | 9,278 | $1,578 | 12/31/2023 | JPM | 9,278 | $1,578 | 12/31/2023 | Thrive Wealth Management LLC | 7,854 | $1,573 | 03/31/2024 | JPM | 7,854 | $1,573 | 03/31/2024 | Lakeridge Wealth Management LLC | 9,179 | $1,561 | 12/31/2023 | JPM | 9,179 | $1,561 | 12/31/2023 | Summit Wealth & Retirement Planning Inc. | 9,167 | $1,559 | 12/31/2023 | JPM | 9,167 | $1,559 | 12/31/2023 | Pflug Koory LLC | 7,777 | $1,558 | 03/31/2024 | JPM | 7,777 | $1,558 | 03/31/2024 | Childress Capital Advisors LLC | 7,778 | $1,558 | 03/31/2024 | JPM | 7,778 | $1,558 | 03/31/2024 | West Family Investments Inc. | 9,161 | $1,558 | 12/31/2023 | JPM | 9,161 | $1,558 | 12/31/2023 | Mango Five Family Inc. | 9,125 | $1,552 | 12/31/2023 | JPM | 9,125 | $1,552 | 12/31/2023 | CFO4Life Group LLC | 9,119 | $1,551 | 12/31/2023 | JPM | 9,119 | $1,551 | 12/31/2023 | New Millennium Group LLC | 9,092 | $1,547 | 12/31/2023 | JPM | 9,092 | $1,547 | 12/31/2023 | Diversified LLC | 9,072 | $1,543 | 12/31/2023 | JPM | 9,072 | $1,543 | 12/31/2023 | Secured Retirement Advisors LLC | 9,063 | $1,542 | 12/31/2023 | JPM | 9,063 | $1,542 | 12/31/2023 | Personal CFO Solutions LLC | 9,043 | $1,538 | 12/31/2023 | JPM | 9,043 | $1,538 | 12/31/2023 | SignalPoint Asset Management LLC | 7,672 | $1,537 | 03/31/2024 | JPM | 7,672 | $1,537 | 03/31/2024 | MEMBERS Trust Co | 9,013 | $1,535 | 12/31/2023 | JPM | 9,013 | $1,535 | 12/31/2023 | KRS Capital Management LLC | 7,642 | $1,531 | 03/31/2024 | JPM | 7,642 | $1,531 | 03/31/2024 | General Partner Inc. | 7,637 | $1,530 | 03/31/2024 | JPM | 7,637 | $1,530 | 03/31/2024 | Seven Mile Advisory | 8,994 | $1,530 | 12/31/2023 | JPM | 8,994 | $1,530 | 12/31/2023 | IFG Advisors LLC | 7,629 | $1,528 | 03/31/2024 | JPM | 7,629 | $1,528 | 03/31/2024 | Round Hill Asset Management | 8,982 | $1,528 | 12/31/2023 | JPM | 8,982 | $1,528 | 12/31/2023 | Atlas Private Wealth Advisors | 8,982 | $1,528 | 12/31/2023 | JPM | 8,982 | $1,528 | 12/31/2023 | Capital City Trust Co. FL | 8,973 | $1,526 | 12/31/2023 | JPM | 8,973 | $1,526 | 12/31/2023 | Alhambra Investment Partners LLC | 7,616 | $1,525 | 03/31/2024 | JPM | 7,616 | $1,525 | 03/31/2024 | Dixon Fnancial Services Inc. | 7,611 | $1,524 | 03/31/2024 | JPM | 7,611 | $1,524 | 03/31/2024 | Kapstone Financial Advisors LLC | 8,806 | $1,523 | 12/31/2023 | JPM | 8,806 | $1,523 | 12/31/2023 | Alta Advisers Ltd | 7,600 | $1,522 | 03/31/2024 | JPM | 7,600 | $1,522 | 03/31/2024 | Edge Financial Advisors LLC | 7,595 | $1,521 | 03/31/2024 | JPM | 7,595 | $1,521 | 03/31/2024 | Johnson & White Wealth Management LLC | 7,590 | $1,520 | 03/31/2024 | JPM | 7,590 | $1,520 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 8,905 | $1,514 | 12/31/2023 | JPM | 8,905 | $1,514 | 12/31/2023 | Driehaus Capital Management LLC | 8,886 | $1,512 | 12/31/2023 | JPM | 8,886 | $1,512 | 12/31/2023 | Monterey Private Wealth Inc. | 7,541 | $1,510 | 03/31/2024 | JPM | 7,541 | $1,510 | 03/31/2024 | Waterfront Wealth Inc. | 8,879 | $1,510 | 12/31/2023 | JPM | 8,879 | $1,510 | 12/31/2023 | PFC Capital Group Inc. | 8,875 | $1,509 | 12/31/2023 | JPM | 8,875 | $1,509 | 12/31/2023 | Berkeley Capital Partners LLC | 8,865 | $1,508 | 12/31/2023 | JPM | 8,865 | $1,508 | 12/31/2023 | Banco BTG Pactual S.A. | 8,845 | $1,506 | 12/31/2023 | JPM | 8,845 | $1,506 | 12/31/2023 | Eagle Capital Management LLC NY | 8,808 | $1,498 | 12/31/2023 | JPM | 8,808 | $1,498 | 12/31/2023 | Private Portfolio Partners LLC | 8,807 | $1,498 | 12/31/2023 | JPM | 8,807 | $1,498 | 12/31/2023 | ORBA Wealth Advisors L.L.C. | 8,792 | $1,496 | 12/31/2023 | JPM | 8,792 | $1,496 | 12/31/2023 | JPL Wealth Management LLC | 8,774 | $1,493 | 12/31/2023 | JPM | 8,774 | $1,493 | 12/31/2023 | Addison Advisors LLC | 8,701 | $1,480 | 12/31/2023 | JPM | 8,701 | $1,480 | 12/31/2023 | Orca Investment Management LLC | 7,379 | $1,478 | 03/31/2024 | JPM | 7,379 | $1,478 | 03/31/2024 | Atwood & Palmer Inc. | 7,372 | $1,477 | 03/31/2024 | JPM | 7,372 | $1,477 | 03/31/2024 | First National Bank & Trust Co. of Newtown | 8,686 | $1,477 | 12/31/2023 | JPM | 8,686 | $1,477 | 12/31/2023 | Prossimo Advisors LLC | 8,673 | $1,475 | 12/31/2023 | JPM | 8,673 | $1,475 | 12/31/2023 | Redwood Investment Management LLC | 8,656 | $1,472 | 12/31/2023 | JPM | 8,656 | $1,472 | 12/31/2023 | Dover Advisors LLC | 8,653 | $1,472 | 12/31/2023 | JPM | 8,653 | $1,472 | 12/31/2023 | TI Trust Inc. | 8,641 | $1,470 | 12/31/2023 | JPM | 8,641 | $1,470 | 12/31/2023 | KC Investment Advisors LLC | 8,629 | $1,468 | 12/31/2023 | JPM | 8,629 | $1,468 | 12/31/2023 | Carmichael Hill & Associates Inc. | | $1,462 | 03/31/2024 | JPM | 6,502 | $1,302 | 03/31/2024 | Call | 800 | $160 | 03/31/2024 | Tortoise Investment Management LLC | 8,578 | $1,459 | 12/31/2023 | JPM | 8,578 | $1,459 | 12/31/2023 | Austin Private Wealth LLC | | $1,456 | 03/31/2024 | JPM | 7,341 | $1,456 | 03/31/2024 | Call | 1,300 | $0 | 03/31/2024 | Powell Investment Advisors LLC | 7,257 | $1,454 | 03/31/2024 | JPM | 7,257 | $1,454 | 03/31/2024 | One One Wealth Management LLC | 7,258 | $1,454 | 03/31/2024 | JPM | 7,258 | $1,454 | 03/31/2024 | Legacy Bridge LLC | 8,549 | $1,454 | 12/31/2023 | JPM | 8,549 | $1,454 | 12/31/2023 | Key Client Fiduciary Advisors LLC | 7,251 | $1,452 | 03/31/2024 | JPM | 7,251 | $1,452 | 03/31/2024 | One Wealth Advisors LLC | 7,235 | $1,449 | 03/31/2024 | JPM | 7,235 | $1,449 | 03/31/2024 | DMG Group LLC | 7,209 | $1,444 | 03/31/2024 | JPM | 7,209 | $1,444 | 03/31/2024 | STAR Financial Bank | 8,490 | $1,444 | 12/31/2023 | JPM | 8,490 | $1,444 | 12/31/2023 | Front Row Advisors LLC | 8,457 | $1,439 | 12/31/2023 | JPM | 8,457 | $1,439 | 12/31/2023 | Sunpointe LLC | 7,181 | $1,438 | 03/31/2024 | JPM | 7,181 | $1,438 | 03/31/2024 | Richard W. Paul & Associates LLC | 8,429 | $1,434 | 12/31/2023 | JPM | 8,429 | $1,434 | 12/31/2023 | Affiance Financial LLC | 7,148 | $1,432 | 03/31/2024 | JPM | 7,148 | $1,432 | 03/31/2024 | Rogco LP | 8,409 | $1,430 | 12/31/2023 | JPM | 8,409 | $1,430 | 12/31/2023 | Joule Financial LLC | 8,394 | $1,428 | 12/31/2023 | JPM | 8,394 | $1,428 | 12/31/2023 | Montz Harcus Wealth Management LLC | 8,392 | $1,427 | 12/31/2023 | JPM | 8,392 | $1,427 | 12/31/2023 | W Advisors LLC | 8,374 | $1,424 | 12/31/2023 | JPM | 8,374 | $1,424 | 12/31/2023 | Lbmc Investment Advisors LLC | 7,101 | $1,422 | 03/31/2024 | JPM | 7,101 | $1,422 | 03/31/2024 | Evanson Asset Management LLC | 7,096 | $1,421 | 03/31/2024 | JPM | 7,096 | $1,421 | 03/31/2024 | TrueWealth Advisors LLC | 7,086 | $1,419 | 03/31/2024 | JPM | 7,086 | $1,419 | 03/31/2024 | Legacy Capital Group California Inc. | 8,305 | $1,413 | 12/31/2023 | JPM | 8,305 | $1,413 | 12/31/2023 | Sather Financial Group Inc | 8,279 | $1,408 | 12/31/2023 | JPM | 8,279 | $1,408 | 12/31/2023 | Northwest Wealth Management LLC | 8,265 | $1,406 | 12/31/2023 | JPM | 8,265 | $1,406 | 12/31/2023 | Elmwood Wealth Management Inc. | 8,252 | $1,404 | 12/31/2023 | JPM | 8,252 | $1,404 | 12/31/2023 | Guidance Capital Inc. | 7,664 | $1,402 | 03/31/2024 | JPM | 7,664 | $1,402 | 03/31/2024 | Financial Management Network Inc. | 7,149 | $1,399 | 03/31/2024 | JPM | 7,149 | $1,399 | 03/31/2024 | CPA Asset Management LLC | 8,209 | $1,396 | 12/31/2023 | JPM | 8,209 | $1,396 | 12/31/2023 | Cheviot Value Management LLC | 8,199 | $1,395 | 12/31/2023 | JPM | 8,199 | $1,395 | 12/31/2023 | O Neil Global Advisors Inc. | 8,200 | $1,395 | 12/31/2023 | JPM | 8,200 | $1,395 | 12/31/2023 | Monte Financial Group LLC | 8,198 | $1,394 | 12/31/2023 | JPM | 8,198 | $1,394 | 12/31/2023 | Keyes Stange & Wooten Wealth Management LLC | 8,195 | $1,394 | 12/31/2023 | JPM | 8,195 | $1,394 | 12/31/2023 | Coastwise Capital Group LLC | 8,192 | $1,393 | 12/31/2023 | JPM | 8,192 | $1,393 | 12/31/2023 | ARGA Investment Management LP | 6,950 | $1,392 | 03/31/2024 | JPM | 6,950 | $1,392 | 03/31/2024 | Costello Asset Management INC | 6,952 | $1,392 | 03/31/2024 | JPM | 6,952 | $1,392 | 03/31/2024 | Atom Investors LP | 8,176 | $1,391 | 12/31/2023 | JPM | 8,176 | $1,391 | 12/31/2023 | Capital Square LLC | 8,177 | $1,391 | 12/31/2023 | JPM | 8,177 | $1,391 | 12/31/2023 | FSB Premier Wealth Management Inc. | 8,167 | $1,389 | 12/31/2023 | JPM | 8,167 | $1,389 | 12/31/2023 | Syntax Research Inc. | 8,168 | $1,389 | 12/31/2023 | JPM | 8,168 | $1,389 | 12/31/2023 | Aletheian Wealth Advisors LLC | 6,926 | $1,387 | 03/31/2024 | JPM | 6,926 | $1,387 | 03/31/2024 | Kozak & Associates Inc. | 8,242 | $1,385 | 12/31/2023 | JPM | 8,242 | $1,385 | 12/31/2023 | Vivaldi Capital Management LLC | 7,933 | $1,382 | 12/31/2023 | JPM | 7,933 | $1,382 | 12/31/2023 | Israel Discount Bank of New York | 8,127 | $1,382 | 12/31/2023 | JPM | 8,127 | $1,382 | 12/31/2023 | Zions Bancorporation N.A. | 8,116 | $1,381 | 12/31/2023 | JPM | 8,116 | $1,381 | 12/31/2023 | BNC Wealth Management LLC | 6,856 | $1,373 | 03/31/2024 | JPM | 6,856 | $1,373 | 03/31/2024 | ELCO Management Co. LLC | 8,071 | $1,373 | 12/31/2023 | JPM | 8,071 | $1,373 | 12/31/2023 | Foresight Global Investors Inc. | 8,070 | $1,373 | 12/31/2023 | JPM | 8,070 | $1,373 | 12/31/2023 | Lazari Capital Management Inc. | 8,044 | $1,368 | 12/31/2023 | JPM | 8,044 | $1,368 | 12/31/2023 | Wallace Advisory Group LLC | 6,821 | $1,366 | 03/31/2024 | JPM | 6,821 | $1,366 | 03/31/2024 | Viewpoint Capital Management LLC | 6,804 | $1,363 | 03/31/2024 | JPM | 6,804 | $1,363 | 03/31/2024 | U S Global Investors Inc. | 6,800 | $1,362 | 03/31/2024 | JPM | 6,800 | $1,362 | 03/31/2024 | Pentwater Capital Management LP | 8,000 | $1,361 | 12/31/2023 | JPM | 8,000 | $1,361 | 12/31/2023 | GoodHaven Capital Management LLC | 8,000 | $1,361 | 12/31/2023 | JPM | 8,000 | $1,361 | 12/31/2023 | Beacon Financial Advisory LLC | 7,999 | $1,361 | 12/31/2023 | JPM | 7,999 | $1,361 | 12/31/2023 | Sunflower Bank N.A. | 6,791 | $1,360 | 03/31/2024 | JPM | 6,791 | $1,360 | 03/31/2024 | NorthStar Asset Management LLC NJ | 7,994 | $1,360 | 12/31/2023 | JPM | 7,994 | $1,360 | 12/31/2023 | waypoint wealth counsel | 6,785 | $1,359 | 03/31/2024 | JPM | 6,785 | $1,359 | 03/31/2024 | Security Financial Services INC. | 6,785 | $1,359 | 03/31/2024 | JPM | 6,785 | $1,359 | 03/31/2024 | Eukles Asset Management | 7,986 | $1,358 | 12/31/2023 | JPM | 7,986 | $1,358 | 12/31/2023 | Disciplined Equity Management Inc. | 7,981 | $1,358 | 12/31/2023 | JPM | 7,981 | $1,358 | 12/31/2023 | Prairie Sky Financial Group LLC | 6,775 | $1,357 | 03/31/2024 | JPM | 6,775 | $1,357 | 03/31/2024 | Quotient Wealth Partners LLC | 7,971 | $1,356 | 12/31/2023 | JPM | 7,971 | $1,356 | 12/31/2023 | Alera Investment Advisors LLC | 7,963 | $1,355 | 12/31/2023 | JPM | 7,963 | $1,355 | 12/31/2023 | Commons Capital LLC | 7,963 | $1,355 | 12/31/2023 | JPM | 7,963 | $1,355 | 12/31/2023 | Ambassador Advisors LLC | 7,756 | $1,353 | 12/31/2023 | JPM | 7,756 | $1,353 | 12/31/2023 | Northside Capital Management LLC | 6,700 | $1,342 | 03/31/2024 | JPM | 6,700 | $1,342 | 03/31/2024 | RFP Financial Group LLC | 7,869 | $1,339 | 12/31/2023 | JPM | 7,869 | $1,339 | 12/31/2023 | Trust Co | 6,630 | $1,328 | 03/31/2024 | JPM | 6,630 | $1,328 | 03/31/2024 | Pathway Financial Advisors LLC | 6,631 | $1,328 | 03/31/2024 | JPM | 6,631 | $1,328 | 03/31/2024 | Capital Investment Counsel Inc | 7,807 | $1,328 | 12/31/2023 | JPM | 7,807 | $1,328 | 12/31/2023 | Olistico Wealth LLC | 7,775 | $1,323 | 12/31/2023 | JPM | 7,775 | $1,323 | 12/31/2023 | Alta Wealth Advisors LLC | 7,747 | $1,318 | 12/31/2023 | JPM | 7,747 | $1,318 | 12/31/2023 | Cubic Asset Management LLC | 6,570 | $1,316 | 03/31/2024 | JPM | 6,570 | $1,316 | 03/31/2024 | Partners Capital Investment Group LLP | 7,737 | $1,316 | 12/31/2023 | JPM | 7,737 | $1,316 | 12/31/2023 | Madison Wealth Partners Inc | 7,702 | $1,310 | 12/31/2023 | JPM | 7,702 | $1,310 | 12/31/2023 | Keystone Financial Services | 7,701 | $1,310 | 12/31/2023 | JPM | 7,701 | $1,310 | 12/31/2023 | Lion Street Advisors LLC | 6,529 | $1,308 | 03/31/2024 | JPM | 6,529 | $1,308 | 03/31/2024 | Garrison Point Advisors LLC | 7,679 | $1,306 | 12/31/2023 | JPM | 7,679 | $1,306 | 12/31/2023 | Belmont Capital LLC | 7,679 | $1,306 | 12/31/2023 | JPM | 7,679 | $1,306 | 12/31/2023 | Clarity Financial LLC | 6,511 | $1,304 | 03/31/2024 | JPM | 6,511 | $1,304 | 03/31/2024 | Strong Tower Advisory Services | 6,548 | $1,303 | 03/31/2024 | JPM | 6,548 | $1,303 | 03/31/2024 | Orrstown Financial Services Inc. | 6,494 | $1,301 | 03/31/2024 | JPM | 6,494 | $1,301 | 03/31/2024 | Harbert Fund Advisors Inc. | 7,650 | $1,301 | 12/31/2023 | JPM | 7,650 | $1,301 | 12/31/2023 | Foster Victor Wealth Advisors LLC | 7,561 | $1,301 | 12/31/2023 | JPM | 7,561 | $1,301 | 12/31/2023 | Bordeaux Wealth Advisors LLC | 7,649 | $1,301 | 12/31/2023 | JPM | 7,649 | $1,301 | 12/31/2023 | Lantz Financial LLC | 6,491 | $1,300 | 03/31/2024 | JPM | 6,491 | $1,300 | 03/31/2024 | Berger Financial Group Inc | 6,491 | $1,300 | 03/31/2024 | JPM | 6,491 | $1,300 | 03/31/2024 | Cookson Peirce & Co. Inc. | 6,474 | $1,297 | 03/31/2024 | JPM | 6,474 | $1,297 | 03/31/2024 | Tennessee Valley Asset Management Partners | 6,452 | $1,292 | 03/31/2024 | JPM | 6,452 | $1,292 | 03/31/2024 | SC&H Financial Advisors Inc. | 7,582 | $1,290 | 12/31/2023 | JPM | 7,582 | $1,290 | 12/31/2023 | Hexagon Capital Partners LLC | 6,433 | $1,289 | 03/31/2024 | JPM | 6,433 | $1,289 | 03/31/2024 | Physicians Financial Services Inc. | 7,562 | $1,286 | 12/31/2023 | JPM | 7,562 | $1,286 | 12/31/2023 | Foster Group Inc. | 6,414 | $1,285 | 03/31/2024 | JPM | 6,414 | $1,285 | 03/31/2024 | Altus Wealth Group LLC | 7,525 | $1,280 | 12/31/2023 | JPM | 7,525 | $1,280 | 12/31/2023 | Heartwood Wealth Advisors LLC | 6,363 | $1,275 | 03/31/2024 | JPM | 6,363 | $1,275 | 03/31/2024 | RF&L Wealth Management LLC | 7,493 | $1,275 | 12/31/2023 | JPM | 7,493 | $1,275 | 12/31/2023 | First Command Advisory Services Inc. | 7,481 | $1,273 | 12/31/2023 | JPM | 7,481 | $1,273 | 12/31/2023 | Icapital Wealth LLC | 7,484 | $1,273 | 12/31/2023 | JPM | 7,484 | $1,273 | 12/31/2023 | True North Advisors LLC | 6,332 | $1,268 | 03/31/2024 | JPM | 6,332 | $1,268 | 03/31/2024 | Private Capital Management LLC | 6,330 | $1,268 | 03/31/2024 | JPM | 6,330 | $1,268 | 03/31/2024 | Profit Investment Management LLC | 6,327 | $1,267 | 03/31/2024 | JPM | 6,327 | $1,267 | 03/31/2024 | Mason & Associates Inc | 6,327 | $1,267 | 03/31/2024 | JPM | 6,327 | $1,267 | 03/31/2024 | Covenant Partners LLC | 7,451 | $1,267 | 12/31/2023 | JPM | 7,451 | $1,267 | 12/31/2023 | Fidelity D & D Bancorp Inc. | 6,290 | $1,260 | 03/31/2024 | JPM | 6,290 | $1,260 | 03/31/2024 | TCM Advisors LLC | 7,400 | $1,259 | 12/31/2023 | JPM | 7,400 | $1,259 | 12/31/2023 | McLean Asset Management Corp | 6,369 | $1,256 | 03/31/2024 | JPM | 6,369 | $1,256 | 03/31/2024 | Hyperion Partners LLC | 6,273 | $1,256 | 03/31/2024 | JPM | 6,273 | $1,256 | 03/31/2024 | Sendero Wealth Management LLC | 6,268 | $1,255 | 03/31/2024 | JPM | 6,268 | $1,255 | 03/31/2024 | V Square Quantitative Management LLC | 6,268 | $1,255 | 03/31/2024 | JPM | 6,268 | $1,255 | 03/31/2024 | Longfellow Investment Management Co. LLC | 7,367 | $1,253 | 12/31/2023 | JPM | 7,367 | $1,253 | 12/31/2023 | Alesco Advisors LLC | 7,363 | $1,252 | 12/31/2023 | JPM | 7,363 | $1,252 | 12/31/2023 | Solstein Capital LLC | 6,242 | $1,250 | 03/31/2024 | JPM | 6,242 | $1,250 | 03/31/2024 | Ironwood Investment Management LLC | 7,338 | $1,248 | 12/31/2023 | JPM | 7,338 | $1,248 | 12/31/2023 | AllSquare Wealth Management LLC | 7,329 | $1,247 | 12/31/2023 | JPM | 7,329 | $1,247 | 12/31/2023 | Colonial River Wealth Management LLC | 7,330 | $1,247 | 12/31/2023 | JPM | 7,330 | $1,247 | 12/31/2023 | New Century Financial Group LLC | 6,216 | $1,245 | 03/31/2024 | JPM | 6,216 | $1,245 | 03/31/2024 | Lebenthal Global Advisors LLC | 7,319 | $1,245 | 12/31/2023 | JPM | 7,319 | $1,245 | 12/31/2023 | Verum Partners LLC | 6,195 | $1,241 | 03/31/2024 | JPM | 6,195 | $1,241 | 03/31/2024 | Salzhauer Michael | 7,270 | $1,237 | 12/31/2023 | JPM | 7,270 | $1,237 | 12/31/2023 | Armbruster Capital Management Inc. | 7,255 | $1,234 | 12/31/2023 | JPM | 7,255 | $1,234 | 12/31/2023 | Lionsbridge Wealth Management LLC | 7,249 | $1,233 | 12/31/2023 | JPM | 7,249 | $1,233 | 12/31/2023 | Allegheny Financial Group LTD | 7,234 | $1,231 | 12/31/2023 | JPM | 7,234 | $1,231 | 12/31/2023 | Schear Investment Advisers LLC | 7,229 | $1,230 | 12/31/2023 | JPM | 7,229 | $1,230 | 12/31/2023 | Sentry LLC | 6,136 | $1,229 | 03/31/2024 | JPM | 6,136 | $1,229 | 03/31/2024 | Kolinsky Wealth Management LLC | 7,201 | $1,225 | 12/31/2023 | JPM | 7,201 | $1,225 | 12/31/2023 | Southland Equity Partners LLC | 6,111 | $1,224 | 03/31/2024 | JPM | 6,111 | $1,224 | 03/31/2024 | Core Wealth Partners LLC | 6,106 | $1,223 | 03/31/2024 | JPM | 6,106 | $1,223 | 03/31/2024 | Kingfisher Capital LLC | | $1,223 | 12/31/2023 | JPM | 5,936 | $1,010 | 12/31/2023 | JPM.PRL | 10,187 | $213 | 12/31/2023 | Jupiter Wealth Management LLC | 7,187 | $1,223 | 12/31/2023 | JPM | 7,187 | $1,223 | 12/31/2023 | Denali Advisors LLC | 6,100 | $1,222 | 03/31/2024 | JPM | 6,100 | $1,222 | 03/31/2024 | Colton Groome Financial Advisors LLC | 6,088 | $1,219 | 03/31/2024 | JPM | 6,088 | $1,219 | 03/31/2024 | Meeder Asset Management Inc. | 7,164 | $1,219 | 12/31/2023 | JPM | 7,164 | $1,219 | 12/31/2023 | SRS Capital Advisors Inc. | 7,152 | $1,217 | 12/31/2023 | JPM | 7,152 | $1,217 | 12/31/2023 | Stiles Financial Services Inc | 7,132 | $1,213 | 12/31/2023 | JPM | 7,132 | $1,213 | 12/31/2023 | Davis Investment Partners LLC | 6,187 | $1,210 | 03/31/2024 | JPM | 6,187 | $1,210 | 03/31/2024 | Phillips Wealth Planners LLC | 7,230 | $1,210 | 12/31/2023 | JPM | 7,230 | $1,210 | 12/31/2023 | Powers Advisory Group LLC | 6,031 | $1,208 | 03/31/2024 | JPM | 6,031 | $1,208 | 03/31/2024 | Frazier Financial Advisors LLC | 7,101 | $1,208 | 12/31/2023 | JPM | 7,101 | $1,208 | 12/31/2023 | Ellsworth Advisors LLC | 6,603 | $1,207 | 03/31/2024 | JPM | 6,603 | $1,207 | 03/31/2024 | Howard Financial Services LTD. | 6,015 | $1,205 | 03/31/2024 | JPM | 6,015 | $1,205 | 03/31/2024 | Glassman Wealth Services | 7,083 | $1,205 | 12/31/2023 | JPM | 7,083 | $1,205 | 12/31/2023 | Birchcreek Wealth Management LLC | 7,085 | $1,205 | 12/31/2023 | JPM | 7,085 | $1,205 | 12/31/2023 | Cravens & Co Advisors LLC | 6,012 | $1,204 | 03/31/2024 | JPM | 6,012 | $1,204 | 03/31/2024 | O Brien Greene & Co. Inc | 7,078 | $1,204 | 12/31/2023 | JPM | 7,078 | $1,204 | 12/31/2023 | Five Oceans Advisors | 6,007 | $1,203 | 03/31/2024 | JPM | 6,007 | $1,203 | 03/31/2024 | Capital Planning Advisors LLC | 7,072 | $1,203 | 12/31/2023 | JPM | 7,072 | $1,203 | 12/31/2023 | Pensionfund Sabic | 6,000 | $1,202 | 03/31/2024 | JPM | 6,000 | $1,202 | 03/31/2024 | Bay Rivers Group | 6,000 | $1,202 | 03/31/2024 | JPM | 6,000 | $1,202 | 03/31/2024 | Talisman Wealth Advisors LLC | 7,061 | $1,201 | 12/31/2023 | JPM | 7,061 | $1,201 | 12/31/2023 | Wiser Advisor Group LLC | 7,052 | $1,199 | 12/31/2023 | JPM | 7,052 | $1,199 | 12/31/2023 | Cubist Systematic Strategies LLC | | $1,194 | 12/31/2023 | Call | 24,200 | $4,116 | 12/31/2023 | Put | 20,100 | $3,419 | 12/31/2023 | JPM | 2,924 | $497 | 12/31/2023 | BHK Investment Advisors LLC | 7,021 | $1,194 | 12/31/2023 | JPM | 7,021 | $1,194 | 12/31/2023 | Highland Financial Advisors LLC | 7,006 | $1,192 | 12/31/2023 | JPM | 7,006 | $1,192 | 12/31/2023 | Grey Street Capital LLC | 6,994 | $1,190 | 12/31/2023 | JPM | 6,994 | $1,190 | 12/31/2023 | Greylin Investment Mangement Inc. | 5,925 | $1,187 | 03/31/2024 | JPM | 5,925 | $1,187 | 03/31/2024 | Shapiro Capital Management LLC | | $1,187 | 12/31/2023 | JPM.PRC | 27,600 | $697 | 12/31/2023 | JPM | 2,880 | $490 | 12/31/2023 | Providence Wealth Advisors LLC | 6,961 | $1,184 | 12/31/2023 | JPM | 6,961 | $1,184 | 12/31/2023 | Fortitude Family Office LLC | 5,881 | $1,178 | 03/31/2024 | JPM | 5,881 | $1,178 | 03/31/2024 | SYM FINANCIAL Corp | 6,922 | $1,177 | 12/31/2023 | JPM | 6,922 | $1,177 | 12/31/2023 | Plancorp LLC | 6,913 | $1,176 | 12/31/2023 | JPM | 6,913 | $1,176 | 12/31/2023 | Aurora Private Wealth Inc. | 5,883 | $1,171 | 03/31/2024 | JPM | 5,883 | $1,171 | 03/31/2024 | Balboa Wealth Partners | 6,887 | $1,171 | 12/31/2023 | JPM | 6,887 | $1,171 | 12/31/2023 | Silvia Mccoll Wealth Management LLC | 5,978 | $1,169 | 03/31/2024 | JPM | 5,978 | $1,169 | 03/31/2024 | McNaughton Wealth Management LLC | 5,830 | $1,168 | 03/31/2024 | JPM | 5,830 | $1,168 | 03/31/2024 | Buttonwood Financial Advisors Inc. | 5,834 | $1,168 | 03/31/2024 | JPM | 5,834 | $1,168 | 03/31/2024 | Bulltick Wealth Management LLC | 6,863 | $1,167 | 12/31/2023 | JPM | 6,863 | $1,167 | 12/31/2023 | Westside Investment Management Inc. | 5,816 | $1,164 | 03/31/2024 | JPM | 5,816 | $1,164 | 03/31/2024 | Fulton Breakefield Broenniman LLC | 6,840 | $1,163 | 12/31/2023 | JPM | 6,840 | $1,163 | 12/31/2023 | Novak & Powell Financial Services Inc. | 6,834 | $1,163 | 12/31/2023 | JPM | 6,834 | $1,163 | 12/31/2023 | Solidarilty Wealth LLC | 6,832 | $1,162 | 12/31/2023 | JPM | 6,832 | $1,162 | 12/31/2023 | Palogic Value Management L.P. | 6,824 | $1,161 | 12/31/2023 | JPM | 6,824 | $1,161 | 12/31/2023 | Tributary Capital Management LLC | 5,779 | $1,158 | 03/31/2024 | JPM | 5,779 | $1,158 | 03/31/2024 | Winmill & CO. Inc. | 6,800 | $1,157 | 12/31/2023 | JPM | 6,800 | $1,157 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 6,805 | $1,157 | 12/31/2023 | JPM | 6,805 | $1,157 | 12/31/2023 | REDW Wealth LLC | 6,789 | $1,155 | 12/31/2023 | JPM | 6,789 | $1,155 | 12/31/2023 | Galibier Capital Management Ltd. | 5,760 | $1,154 | 03/31/2024 | JPM | 5,760 | $1,154 | 03/31/2024 | Sierra Capital LLC | | $1,153 | 12/31/2023 | JPM | 4,568 | $777 | 12/31/2023 | JPM.PRJ | 17,565 | $376 | 12/31/2023 | ERn Financial LLC | 5,746 | $1,151 | 03/31/2024 | JPM | 5,746 | $1,151 | 03/31/2024 | Geller Advisors LLC | 6,763 | $1,150 | 12/31/2023 | JPM | 6,763 | $1,150 | 12/31/2023 | Objective Capital Management LLC | 6,763 | $1,150 | 12/31/2023 | JPM | 6,763 | $1,150 | 12/31/2023 | Wellington Wealth Strategies LLC. | 6,732 | $1,145 | 12/31/2023 | JPM | 6,732 | $1,145 | 12/31/2023 | FirstPurpose Wealth LLC | 5,854 | $1,144 | 03/31/2024 | JPM | 5,854 | $1,144 | 03/31/2024 | Legal Advantage Investments Inc. | 5,703 | $1,142 | 03/31/2024 | JPM | 5,703 | $1,142 | 03/31/2024 | Hall Laurie J Trustee | 5,700 | $1,141 | 03/31/2024 | JPM | 5,700 | $1,141 | 03/31/2024 | Wall Street Access Asset Management LLC | 6,702 | $1,140 | 12/31/2023 | JPM | 6,702 | $1,140 | 12/31/2023 | Dechtman Wealth Management LLC | 5,670 | $1,136 | 03/31/2024 | JPM | 5,670 | $1,136 | 03/31/2024 | Burt Wealth Advisors | 5,661 | $1,134 | 03/31/2024 | JPM | 5,661 | $1,134 | 03/31/2024 | O Keefe Stevens Advisory Inc. | 5,664 | $1,134 | 03/31/2024 | JPM | 5,664 | $1,134 | 03/31/2024 | Rodgers Brothers Inc. | 6,659 | $1,133 | 12/31/2023 | JPM | 6,659 | $1,133 | 12/31/2023 | F M Investments LLC | 5,621 | $1,126 | 03/31/2024 | JPM | 5,621 | $1,126 | 03/31/2024 | Caz Investments LP | 6,600 | $1,123 | 12/31/2023 | JPM | 6,600 | $1,123 | 12/31/2023 | Retirement Planning Group | 5,602 | $1,122 | 03/31/2024 | JPM | 5,602 | $1,122 | 03/31/2024 | Quest Partners LLC | 6,596 | $1,122 | 12/31/2023 | JPM | 6,596 | $1,122 | 12/31/2023 | First National Bank | 5,592 | $1,120 | 03/31/2024 | JPM | 5,592 | $1,120 | 03/31/2024 | Frank Rimerman Advisors LLC | 6,585 | $1,120 | 12/31/2023 | JPM | 6,585 | $1,120 | 12/31/2023 | Inspire Trust Co. N.A. | 6,585 | $1,120 | 12/31/2023 | JPM | 6,585 | $1,120 | 12/31/2023 | XTX Topco Ltd | 6,581 | $1,119 | 12/31/2023 | JPM | 6,581 | $1,119 | 12/31/2023 | Hurlow Wealth Management Group Inc. | 5,582 | $1,118 | 03/31/2024 | JPM | 5,582 | $1,118 | 03/31/2024 | Moller Financial Services | 5,576 | $1,117 | 03/31/2024 | JPM | 5,576 | $1,117 | 03/31/2024 | Patriot Investment Management Inc. | 5,577 | $1,117 | 03/31/2024 | JPM | 5,577 | $1,117 | 03/31/2024 | PBMares Wealth Management LLC | 6,562 | $1,116 | 12/31/2023 | JPM | 6,562 | $1,116 | 12/31/2023 | Burke & Herbert Bank & Trust Co. | 5,566 | $1,115 | 03/31/2024 | JPM | 5,566 | $1,115 | 03/31/2024 | Investors Research Corp | 6,549 | $1,114 | 12/31/2023 | JPM | 6,549 | $1,114 | 12/31/2023 | Edgemoor Investment Advisors Inc. | 6,533 | $1,111 | 12/31/2023 | JPM | 6,533 | $1,111 | 12/31/2023 | Sandbox Financial Partners LLC | 5,541 | $1,110 | 03/31/2024 | JPM | 5,541 | $1,110 | 03/31/2024 | CORDA Investment Management LLC. | 6,523 | $1,110 | 12/31/2023 | JPM | 6,523 | $1,110 | 12/31/2023 | Sterling Wealth Management Inc. | 6,528 | $1,110 | 12/31/2023 | JPM | 6,528 | $1,110 | 12/31/2023 | Cutler Group LP | | $1,106 | 03/31/2024 | Call | 16,800 | $1,106 | 03/31/2024 | Put | 2,300 | $0 | 03/31/2024 | Maltese Capital Management LLC | 6,500 | $1,106 | 12/31/2023 | JPM | 6,500 | $1,106 | 12/31/2023 | Waypoint Capital Advisors LLC | 6,503 | $1,106 | 12/31/2023 | JPM | 6,503 | $1,106 | 12/31/2023 | HHM Wealth Advisors LLC | 6,482 | $1,103 | 12/31/2023 | JPM | 6,482 | $1,103 | 12/31/2023 | Vision Capital Management Inc. | 6,469 | $1,100 | 12/31/2023 | JPM | 6,469 | $1,100 | 12/31/2023 | New Jersey Better Educational Savings Trust | 6,461 | $1,099 | 12/31/2023 | JPM | 6,461 | $1,099 | 12/31/2023 | Riverbridge Partners LLC | 6,457 | $1,098 | 12/31/2023 | JPM | 6,457 | $1,098 | 12/31/2023 | Gray Wealth Management Inc. | 6,450 | $1,097 | 12/31/2023 | JPM | 6,450 | $1,097 | 12/31/2023 | BayBridge Capital Group LLC | 6,486 | $1,096 | 12/31/2023 | JPM | 6,486 | $1,096 | 12/31/2023 | Financial Council Asset Management Inc | 6,439 | $1,095 | 12/31/2023 | JPM | 6,439 | $1,095 | 12/31/2023 | Cambridge Advisors Inc. | 5,464 | $1,094 | 03/31/2024 | JPM | 5,464 | $1,094 | 03/31/2024 | ARK & TLK Investments LLC | 6,419 | $1,092 | 12/31/2023 | JPM | 6,419 | $1,092 | 12/31/2023 | Bayesian Capital Management LP | 6,400 | $1,089 | 12/31/2023 | JPM | 6,400 | $1,089 | 12/31/2023 | Angeles Investment Advisors LLC | 6,394 | $1,088 | 12/31/2023 | JPM | 6,394 | $1,088 | 12/31/2023 | Swisher Financial Concepts Inc. | 5,582 | $1,086 | 03/31/2024 | JPM | 5,582 | $1,086 | 03/31/2024 | Evolution Wealth Advisors LLC | 5,406 | $1,083 | 03/31/2024 | JPM | 5,406 | $1,083 | 03/31/2024 | Regent Peak Wealth Advisors LLC | 6,360 | $1,082 | 12/31/2023 | JPM | 6,360 | $1,082 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 6,356 | $1,081 | 12/31/2023 | JPM | 6,356 | $1,081 | 12/31/2023 | Creative Financial Designs Inc. ADV | 6,348 | $1,080 | 12/31/2023 | JPM | 6,348 | $1,080 | 12/31/2023 | Greatmark Investment Partners Inc. | 6,345 | $1,079 | 12/31/2023 | JPM | 6,345 | $1,079 | 12/31/2023 | First Heartland Consultants Inc. | 6,330 | $1,077 | 12/31/2023 | JPM | 6,330 | $1,077 | 12/31/2023 | Eagle Bay Advisors LLC | 6,331 | $1,077 | 12/31/2023 | JPM | 6,331 | $1,077 | 12/31/2023 | Callan Capital LLC | 6,326 | $1,076 | 12/31/2023 | JPM | 6,326 | $1,076 | 12/31/2023 | Measured Wealth Private Client Group LLC | 5,352 | $1,072 | 03/31/2024 | JPM | 5,352 | $1,072 | 03/31/2024 | Helen Stephens Group LLC | 5,352 | $1,072 | 03/31/2024 | JPM | 5,352 | $1,072 | 03/31/2024 | Portland Investment Counsel Inc. | 6,302 | $1,072 | 12/31/2023 | JPM | 6,302 | $1,072 | 12/31/2023 | Oliver Luxxe Assets LLC | 5,346 | $1,071 | 03/31/2024 | JPM | 5,346 | $1,071 | 03/31/2024 | Sunburst Financial Group LLC | 5,383 | $1,071 | 03/31/2024 | JPM | 5,383 | $1,071 | 03/31/2024 | Unique Wealth Strategies LLC | 6,289 | $1,070 | 12/31/2023 | JPM | 6,289 | $1,070 | 12/31/2023 | Accent Capital Management LLC | 6,289 | $1,070 | 12/31/2023 | JPM | 6,289 | $1,070 | 12/31/2023 | Renasant Bank | 6,286 | $1,069 | 12/31/2023 | JPM | 6,286 | $1,069 | 12/31/2023 | GFG Capital LLC | 6,265 | $1,066 | 12/31/2023 | JPM | 6,265 | $1,066 | 12/31/2023 | Port Capital LLC | 6,264 | $1,066 | 12/31/2023 | JPM | 6,264 | $1,066 | 12/31/2023 | Cascade Investment Group Inc. | 6,259 | $1,065 | 12/31/2023 | JPM | 6,259 | $1,065 | 12/31/2023 | McIlrath & Eck LLC | 6,255 | $1,064 | 12/31/2023 | JPM | 6,255 | $1,064 | 12/31/2023 | TKG Advisors LLC | 6,249 | $1,063 | 12/31/2023 | JPM | 6,249 | $1,063 | 12/31/2023 | Narus Financial Partners LLC | 5,302 | $1,062 | 03/31/2024 | JPM | 5,302 | $1,062 | 03/31/2024 | Gould Asset Management LLC CA | 6,226 | $1,059 | 12/31/2023 | JPM | 6,226 | $1,059 | 12/31/2023 | Accuvest Global Advisors | 6,226 | $1,059 | 12/31/2023 | JPM | 6,226 | $1,059 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 6,219 | $1,058 | 12/31/2023 | JPM | 6,219 | $1,058 | 12/31/2023 | CWS Financial Advisors LLC | 6,220 | $1,058 | 12/31/2023 | JPM | 6,220 | $1,058 | 12/31/2023 | PCA Investment Advisory Services Inc. | 6,222 | $1,058 | 12/31/2023 | JPM | 6,222 | $1,058 | 12/31/2023 | Gerber LLC | 5,275 | $1,057 | 03/31/2024 | JPM | 5,275 | $1,057 | 03/31/2024 | Centerpoint Advisors LLC | 6,215 | $1,057 | 12/31/2023 | JPM | 6,215 | $1,057 | 12/31/2023 | Seamount Financial Group Inc. | 5,271 | $1,056 | 03/31/2024 | JPM | 5,271 | $1,056 | 03/31/2024 | Shakespeare Wealth Management Inc. | 6,210 | $1,056 | 12/31/2023 | JPM | 6,210 | $1,056 | 12/31/2023 | LVZ Advisors Inc. | 5,258 | $1,053 | 03/31/2024 | JPM | 5,258 | $1,053 | 03/31/2024 | Spinnaker Investment Group LLC | 5,252 | $1,052 | 03/31/2024 | JPM | 5,252 | $1,052 | 03/31/2024 | PFW Advisors LLC | 5,232 | $1,048 | 03/31/2024 | JPM | 5,232 | $1,048 | 03/31/2024 | LifePro Asset Management | 6,160 | $1,048 | 12/31/2023 | JPM | 6,160 | $1,048 | 12/31/2023 | ICA Group Wealth Management LLC | 6,150 | $1,046 | 12/31/2023 | JPM | 6,150 | $1,046 | 12/31/2023 | Oxler Private Wealth LLC | 5,211 | $1,044 | 03/31/2024 | JPM | 5,211 | $1,044 | 03/31/2024 | Vivid Wealth Management LLC | 5,206 | $1,043 | 03/31/2024 | JPM | 5,206 | $1,043 | 03/31/2024 | Barden Capital Management Inc. | 6,131 | $1,043 | 12/31/2023 | JPM | 6,131 | $1,043 | 12/31/2023 | Investment Partners Asset Management Inc. | 5,200 | $1,042 | 03/31/2024 | JPM | 5,200 | $1,042 | 03/31/2024 | Gordian Capital Singapore Pte Ltd | 6,122 | $1,041 | 12/31/2023 | JPM | 6,122 | $1,041 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 6,108 | $1,039 | 12/31/2023 | JPM | 6,108 | $1,039 | 12/31/2023 | Beaumont Asset Management L.L.C. | 6,096 | $1,037 | 12/31/2023 | JPM | 6,096 | $1,037 | 12/31/2023 | Viawealth LLC | 6,089 | $1,036 | 12/31/2023 | JPM | 6,089 | $1,036 | 12/31/2023 | Sovereign Financial Group Inc. | 5,163 | $1,034 | 03/31/2024 | JPM | 5,163 | $1,034 | 03/31/2024 | Hofer & Associates. Inc | 5,156 | $1,033 | 03/31/2024 | JPM | 5,156 | $1,033 | 03/31/2024 | Systematic Financial Management LP | 6,075 | $1,033 | 12/31/2023 | JPM | 6,075 | $1,033 | 12/31/2023 | West Bancorporation Inc. | 6,041 | $1,028 | 12/31/2023 | JPM | 6,041 | $1,028 | 12/31/2023 | Bluesphere Advisors LLC | 5,124 | $1,026 | 03/31/2024 | JPM | 5,124 | $1,026 | 03/31/2024 | Round Rock Advisors LLC | 5,123 | $1,026 | 03/31/2024 | JPM | 5,123 | $1,026 | 03/31/2024 | Salomon & Ludwin LLC | 6,012 | $1,023 | 12/31/2023 | JPM | 6,012 | $1,023 | 12/31/2023 | Hedges Asset Management LLC | 5,100 | $1,022 | 03/31/2024 | JPM | 5,100 | $1,022 | 03/31/2024 | Summit Asset Management LLC | 6,011 | $1,022 | 12/31/2023 | JPM | 6,011 | $1,022 | 12/31/2023 | Crumly & Associates Inc. | 5,954 | $1,013 | 12/31/2023 | JPM | 5,954 | $1,013 | 12/31/2023 | Carolinas Wealth Consulting LLC | 5,957 | $1,013 | 12/31/2023 | JPM | 5,957 | $1,013 | 12/31/2023 | Clifford Group LLC | 5,956 | $1,013 | 12/31/2023 | JPM | 5,956 | $1,013 | 12/31/2023 | Alpha Family Trust | 5,950 | $1,012 | 12/31/2023 | JPM | 5,950 | $1,012 | 12/31/2023 | Fi3 FINANCIAL ADVISORS LLC | 5,952 | $1,012 | 12/31/2023 | JPM | 5,952 | $1,012 | 12/31/2023 | WealthTrust Asset Management LLC | 5,950 | $1,012 | 12/31/2023 | JPM | 5,950 | $1,012 | 12/31/2023 | SILVER OAK SECURITIES Inc | 5,937 | $1,010 | 12/31/2023 | JPM | 5,937 | $1,010 | 12/31/2023 | Horizon Wealth Management LLC | 5,028 | $1,007 | 03/31/2024 | JPM | 5,028 | $1,007 | 03/31/2024 | 5th Street Advisors LLC | 5,918 | $1,007 | 12/31/2023 | JPM | 5,918 | $1,007 | 12/31/2023 | InTrack Investment Management Inc | 5,013 | $1,004 | 03/31/2024 | JPM | 5,013 | $1,004 | 03/31/2024 | TFC Financial Management | 5,897 | $1,003 | 12/31/2023 | JPM | 5,897 | $1,003 | 12/31/2023 | Aua Capital Management LLC | 5,000 | $1,002 | 03/31/2024 | JPM | 5,000 | $1,002 | 03/31/2024 | Eubel Brady & Suttman Asset Management Inc. | 5,892 | $1,002 | 12/31/2023 | JPM | 5,892 | $1,002 | 12/31/2023 | Element Wealth LLC | 5,888 | $1,002 | 12/31/2023 | JPM | 5,888 | $1,002 | 12/31/2023 | Rosenberg Matthew Hamilton | 5,027 | $1,000 | 03/31/2024 | JPM | 5,027 | $1,000 | 03/31/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 4,990 | $999 | 03/31/2024 | JPM | 4,990 | $999 | 03/31/2024 | Capital Advisors Wealth Management LLC | 4,983 | $998 | 03/31/2024 | JPM | 4,983 | $998 | 03/31/2024 | Westhampton Capital LLC | 4,958 | $993 | 03/31/2024 | JPM | 4,958 | $993 | 03/31/2024 | Lodestar Private Asset Management LLC | 5,840 | $993 | 12/31/2023 | JPM | 5,840 | $993 | 12/31/2023 | Kathmere Capital Management LLC | 4,953 | $992 | 03/31/2024 | JPM | 4,953 | $992 | 03/31/2024 | Benson Investment Management Company Inc. | 4,950 | $991 | 03/31/2024 | JPM | 4,950 | $991 | 03/31/2024 | Trust Co of the South | 4,946 | $991 | 03/31/2024 | JPM | 4,946 | $991 | 03/31/2024 | Silicon Valley Capital Partners | 5,818 | $990 | 12/31/2023 | JPM | 5,818 | $990 | 12/31/2023 | Alliance Wealth Advisors LLC | 4,916 | $985 | 03/31/2024 | JPM | 4,916 | $985 | 03/31/2024 | Peregrine Asset Advisers Inc. | 5,780 | $983 | 12/31/2023 | JPM | 5,780 | $983 | 12/31/2023 | Oldfather Financial Services LLC | 5,780 | $983 | 12/31/2023 | JPM | 5,780 | $983 | 12/31/2023 | Voisard Asset Management Group Inc. | 4,889 | $979 | 03/31/2024 | JPM | 4,889 | $979 | 03/31/2024 | Werba Rubin Papier Wealth Management | 5,756 | $979 | 12/31/2023 | JPM | 5,756 | $979 | 12/31/2023 | James J. Burns & Company LLC | 4,919 | $978 | 03/31/2024 | JPM | 4,919 | $978 | 03/31/2024 | Wealth Dimensions Group Ltd. | 5,743 | $977 | 12/31/2023 | JPM | 5,743 | $977 | 12/31/2023 | Venturi Wealth Management LLC | 4,873 | $976 | 03/31/2024 | JPM | 4,873 | $976 | 03/31/2024 | Providence First Trust Co | 5,737 | $976 | 12/31/2023 | JPM | 5,737 | $976 | 12/31/2023 | Diamant Asset Management Inc. | 4,861 | $974 | 03/31/2024 | JPM | 4,861 | $974 | 03/31/2024 | Barnes Pettey Financial Advisors LLC | 5,715 | $972 | 12/31/2023 | JPM | 5,715 | $972 | 12/31/2023 | Deseret Mutual Benefit Administrators | 5,701 | $970 | 12/31/2023 | JPM | 5,701 | $970 | 12/31/2023 | Accordant Advisory Group Inc | 4,836 | $969 | 03/31/2024 | JPM | 4,836 | $969 | 03/31/2024 | Cladis Investment Advisory LLC | 5,689 | $968 | 12/31/2023 | JPM | 5,689 | $968 | 12/31/2023 | Black Diamond Financial LLC | 5,678 | $966 | 12/31/2023 | JPM | 5,678 | $966 | 12/31/2023 | Morris Retirement Advisors LLC | 5,666 | $964 | 12/31/2023 | JPM | 5,666 | $964 | 12/31/2023 | Sterneck Capital Management LLC | 5,660 | $963 | 12/31/2023 | JPM | 5,660 | $963 | 12/31/2023 | Delta Investment Management LLC | 5,662 | $963 | 12/31/2023 | JPM | 5,662 | $963 | 12/31/2023 | Mcdaniel Terry & Co. | 5,658 | $962 | 12/31/2023 | JPM | 5,658 | $962 | 12/31/2023 | Probity Advisors Inc. | 5,654 | $962 | 12/31/2023 | JPM | 5,654 | $962 | 12/31/2023 | Great Point Wealth Advisors LLC | 5,642 | $960 | 12/31/2023 | JPM | 5,642 | $960 | 12/31/2023 | Menard Financial Group LLC | 5,643 | $960 | 12/31/2023 | JPM | 5,643 | $960 | 12/31/2023 | Zimmermann Investment Management & Planning LLC | 4,781 | $958 | 03/31/2024 | JPM | 4,781 | $958 | 03/31/2024 | Kennedy Investment Group | 4,784 | $958 | 03/31/2024 | JPM | 4,784 | $958 | 03/31/2024 | Traveka Wealth LLC | 4,781 | $958 | 03/31/2024 | JPM | 4,781 | $958 | 03/31/2024 | Skba Capital Management LLC | 5,612 | $955 | 12/31/2023 | JPM | 5,612 | $955 | 12/31/2023 | WealthTrust Axiom LLC | 5,616 | $955 | 12/31/2023 | JPM | 5,616 | $955 | 12/31/2023 | Hara Capital LLC | 5,612 | $955 | 12/31/2023 | JPM | 5,612 | $955 | 12/31/2023 | Benedetti & Gucer Inc. | 5,609 | $954 | 12/31/2023 | JPM | 5,609 | $954 | 12/31/2023 | JFS Wealth Advisors LLC | 5,599 | $952 | 12/31/2023 | JPM | 5,599 | $952 | 12/31/2023 | Capstone Triton Financial Group LLC | 4,747 | $951 | 03/31/2024 | JPM | 4,747 | $951 | 03/31/2024 | KLR Investment Advisors LLC | 4,987 | $951 | 03/31/2024 | JPM | 4,987 | $951 | 03/31/2024 | Cardiff Park Advisors LLC | 5,587 | $950 | 12/31/2023 | JPM | 5,587 | $950 | 12/31/2023 | High Falls Advisors Inc | 5,578 | $949 | 12/31/2023 | JPM | 5,578 | $949 | 12/31/2023 | Aspen Grove Capital LLC | 5,622 | $947 | 12/31/2023 | JPM | 5,622 | $947 | 12/31/2023 | Wedge Capital Management L L P NC | 4,725 | $946 | 03/31/2024 | JPM | 4,725 | $946 | 03/31/2024 | ERTS Wealth Advisors LLC | 4,716 | $945 | 03/31/2024 | JPM | 4,716 | $945 | 03/31/2024 | Private Wealth Advisors LLC | 5,546 | $943 | 12/31/2023 | JPM | 5,546 | $943 | 12/31/2023 | Allie Family Office LLC | 5,541 | $943 | 12/31/2023 | JPM | 5,541 | $943 | 12/31/2023 | MinichMacGregor Wealth Management LLC | 4,736 | $942 | 03/31/2024 | JPM | 4,736 | $942 | 03/31/2024 | Jackson Creek Investment Advisors LLC | 5,532 | $941 | 12/31/2023 | JPM | 5,532 | $941 | 12/31/2023 | Mainsail Financial Group LLC | 4,682 | $938 | 03/31/2024 | JPM | 4,682 | $938 | 03/31/2024 | Cassia Capital Partners LLC | 4,678 | $937 | 03/31/2024 | JPM | 4,678 | $937 | 03/31/2024 | DiMeo Schneider & Associates L.L.C. | 5,510 | $937 | 12/31/2023 | JPM | 5,510 | $937 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 5,493 | $934 | 12/31/2023 | JPM | 5,493 | $934 | 12/31/2023 | Avaii Wealth Management LLC | 5,490 | $934 | 12/31/2023 | JPM | 5,490 | $934 | 12/31/2023 | Crew Capital Management Ltd. | 5,483 | $933 | 12/31/2023 | JPM | 5,483 | $933 | 12/31/2023 | Firestone Capital Management | 5,481 | $932 | 12/31/2023 | JPM | 5,481 | $932 | 12/31/2023 | Wayfinding Financial LLC | 5,483 | $932 | 12/31/2023 | JPM | 5,483 | $932 | 12/31/2023 | Planning Center Inc. | 4,642 | $930 | 03/31/2024 | JPM | 4,642 | $930 | 03/31/2024 | LWM Advisory Services LLC | 5,470 | $930 | 12/31/2023 | JPM | 5,470 | $930 | 12/31/2023 | Financial Engines Advisors L.L.C. | 5,460 | $929 | 12/31/2023 | JPM | 5,460 | $929 | 12/31/2023 | Future Financial Wealth Managment LLC | 4,628 | $927 | 03/31/2024 | JPM | 4,628 | $927 | 03/31/2024 | Bellevue Asset Management LLC | 5,448 | $927 | 12/31/2023 | JPM | 5,448 | $927 | 12/31/2023 | Grant Street Asset Management Inc. | 5,446 | $926 | 12/31/2023 | JPM | 5,446 | $926 | 12/31/2023 | Great Diamond Partners LLC | 5,444 | $926 | 12/31/2023 | JPM | 5,444 | $926 | 12/31/2023 | Cross Staff Investments Inc | 5,437 | $925 | 12/31/2023 | JPM | 5,437 | $925 | 12/31/2023 | PSI Advisors LLC | 4,606 | $923 | 03/31/2024 | JPM | 4,606 | $923 | 03/31/2024 | Renaissance Group LLC | 5,414 | $922 | 12/31/2023 | JPM | 5,414 | $922 | 12/31/2023 | ROI Financial Advisors LLC | 5,422 | $922 | 12/31/2023 | JPM | 5,422 | $922 | 12/31/2023 | Fairview Capital Investment Management LLC | 5,409 | $920 | 12/31/2023 | JPM | 5,409 | $920 | 12/31/2023 | Arcataur Capital Management LLC | 5,402 | $919 | 12/31/2023 | JPM | 5,402 | $919 | 12/31/2023 | Wendell David Associates Inc. | 4,572 | $916 | 03/31/2024 | JPM | 4,572 | $916 | 03/31/2024 | Meridian Investment Counsel Inc. | 5,382 | $915 | 12/31/2023 | JPM | 5,382 | $915 | 12/31/2023 | Copperwynd Financial LLC | 5,370 | $913 | 12/31/2023 | JPM | 5,370 | $913 | 12/31/2023 | Merrion Investment Management Co LLC | 4,544 | $910 | 03/31/2024 | JPM | 4,544 | $910 | 03/31/2024 | Aviso Wealth Management | 5,344 | $909 | 12/31/2023 | JPM | 5,344 | $909 | 12/31/2023 | Roberts Glore & Co. Inc. IL | 5,330 | $907 | 12/31/2023 | JPM | 5,330 | $907 | 12/31/2023 | Oakwell Private Wealth Management LLC | 5,330 | $907 | 12/31/2023 | JPM | 5,330 | $907 | 12/31/2023 | Gateway Wealth Partners LLC | 5,333 | $907 | 12/31/2023 | JPM | 5,333 | $907 | 12/31/2023 | Great Oak Capital Partners LLC | 4,519 | $905 | 03/31/2024 | JPM | 4,519 | $905 | 03/31/2024 | Napatree Capital LLC | 5,318 | $905 | 12/31/2023 | JPM | 5,318 | $905 | 12/31/2023 | CJM Wealth Advisers Ltd. | 4,508 | $903 | 03/31/2024 | JPM | 4,508 | $903 | 03/31/2024 | Eaton Financial Holdings Company LLC | 4,499 | $901 | 03/31/2024 | JPM | 4,499 | $901 | 03/31/2024 | Industrial Alliance Investment Management Inc. | 5,297 | $901 | 12/31/2023 | JPM | 5,297 | $901 | 12/31/2023 | Drake & Associates LLC | 5,293 | $900 | 12/31/2023 | JPM | 5,293 | $900 | 12/31/2023 | Northwest Financial Advisors | 5,286 | $899 | 12/31/2023 | JPM | 5,286 | $899 | 12/31/2023 | Tranquilli Financial Advisor LLC | 5,279 | $898 | 12/31/2023 | JPM | 5,279 | $898 | 12/31/2023 | Cutter & CO Brokerage Inc. | 5,267 | $896 | 12/31/2023 | JPM | 5,267 | $896 | 12/31/2023 | Eight 31 Financial LLC | 5,270 | $896 | 12/31/2023 | JPM | 5,270 | $896 | 12/31/2023 | Wagner Wealth Management LLC | 4,468 | $895 | 03/31/2024 | JPM | 4,468 | $895 | 03/31/2024 | Shulman DeMeo Asset Management LLC | 4,469 | $895 | 03/31/2024 | JPM | 4,469 | $895 | 03/31/2024 | Willner & Heller LLC | 5,259 | $895 | 12/31/2023 | JPM | 5,259 | $895 | 12/31/2023 | Private Client Services LLC | 5,237 | $891 | 12/31/2023 | JPM | 5,237 | $891 | 12/31/2023 | Horan Securities Inc. | 5,238 | $891 | 12/31/2023 | JPM | 5,238 | $891 | 12/31/2023 | Reston Wealth Management LLC | 5,209 | $886 | 12/31/2023 | JPM | 5,209 | $886 | 12/31/2023 | Tectonic Advisors LLC | 5,206 | $885 | 12/31/2023 | JPM | 5,206 | $885 | 12/31/2023 | ABLE Financial Group LLC | 5,191 | $883 | 12/31/2023 | JPM | 5,191 | $883 | 12/31/2023 | Cedrus LLC | 4,394 | $880 | 03/31/2024 | JPM | 4,394 | $880 | 03/31/2024 | Harris Associates L P | 5,175 | $880 | 12/31/2023 | JPM | 5,175 | $880 | 12/31/2023 | Campion Asset Management LLC | 5,175 | $880 | 12/31/2023 | JPM | 5,175 | $880 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 4,387 | $879 | 03/31/2024 | JPM | 4,387 | $879 | 03/31/2024 | Wilkins Investment Counsel Inc. | 5,170 | $879 | 12/31/2023 | JPM | 5,170 | $879 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 5,167 | $879 | 12/31/2023 | JPM | 5,167 | $879 | 12/31/2023 | CALIFORNIA FIRST LEASING Corp | 4,380 | $877 | 03/31/2024 | JPM | 4,380 | $877 | 03/31/2024 | Tevis Investment Management | 4,380 | $877 | 03/31/2024 | JPM | 4,380 | $877 | 03/31/2024 | Aveo Capital Partners LLC | 5,151 | $876 | 12/31/2023 | JPM | 5,151 | $876 | 12/31/2023 | Shelton Wealth Management LLC | 5,148 | $876 | 12/31/2023 | JPM | 5,148 | $876 | 12/31/2023 | BOS Asset Management LLC | 5,149 | $876 | 12/31/2023 | JPM | 5,149 | $876 | 12/31/2023 | First National Corp MA ADV | 4,356 | $873 | 03/31/2024 | JPM | 4,356 | $873 | 03/31/2024 | Proathlete Wealth Management LLC | 5,096 | $867 | 12/31/2023 | JPM | 5,096 | $867 | 12/31/2023 | Aspire Private Capital LLC | 4,324 | $866 | 03/31/2024 | JPM | 4,324 | $866 | 03/31/2024 | Hillcrest Wealth Advisors NY LLC | 4,310 | $863 | 03/31/2024 | JPM | 4,310 | $863 | 03/31/2024 | Affinity Capital Advisors LLC | 4,310 | $863 | 03/31/2024 | JPM | 4,310 | $863 | 03/31/2024 | Integral Investment Advisors Inc. | 5,064 | $861 | 12/31/2023 | JPM | 5,064 | $861 | 12/31/2023 | Reynders McVeigh Capital Management LLC | 5,054 | $860 | 12/31/2023 | JPM | 5,054 | $860 | 12/31/2023 | Keystone Wealth Services LLC | 4,291 | $859 | 03/31/2024 | JPM | 4,291 | $859 | 03/31/2024 | HBW Advisory Services LLC | 4,264 | $854 | 03/31/2024 | JPM | 4,264 | $854 | 03/31/2024 | Clearview Wealth Advisors LLC | 4,257 | $853 | 03/31/2024 | JPM | 4,257 | $853 | 03/31/2024 | Sachetta LLC | 5,011 | $852 | 12/31/2023 | JPM | 5,011 | $852 | 12/31/2023 | Schrum Private Wealth Management LLC | 5,001 | $851 | 12/31/2023 | JPM | 5,001 | $851 | 12/31/2023 | JBF Capital Inc. | 5,000 | $850 | 12/31/2023 | JPM | 5,000 | $850 | 12/31/2023 | Alliance Wealth Management Group | 4,991 | $849 | 12/31/2023 | JPM | 4,991 | $849 | 12/31/2023 | R.H. Dinel Investment Counsel Inc. | 4,217 | $845 | 03/31/2024 | JPM | 4,217 | $845 | 03/31/2024 | Taylor Hoffman Wealth Management | 4,954 | $843 | 12/31/2023 | JPM | 4,954 | $843 | 12/31/2023 | Summa Corp. | 4,197 | $841 | 03/31/2024 | JPM | 4,197 | $841 | 03/31/2024 | S. R. Schill & Associates | 4,195 | $840 | 03/31/2024 | JPM | 4,195 | $840 | 03/31/2024 | Full Sail Capital LLC | 4,938 | $840 | 12/31/2023 | JPM | 4,938 | $840 | 12/31/2023 | Opal Wealth Advisors LLC | 4,191 | $839 | 03/31/2024 | JPM | 4,191 | $839 | 03/31/2024 | Lee Financial Co | 4,920 | $837 | 12/31/2023 | JPM | 4,920 | $837 | 12/31/2023 | Derbend Asset Management | 4,913 | $836 | 12/31/2023 | JPM | 4,913 | $836 | 12/31/2023 | Richardson Financial Services Inc. | 4,914 | $836 | 12/31/2023 | JPM | 4,914 | $836 | 12/31/2023 | Capital Management Associates NY | 4,902 | $834 | 12/31/2023 | JPM | 4,902 | $834 | 12/31/2023 | Doheny Asset Management CA | 4,905 | $834 | 12/31/2023 | JPM | 4,905 | $834 | 12/31/2023 | Smart Portfolios LLC | 4,719 | $830 | 12/31/2023 | JPM | 4,719 | $830 | 12/31/2023 | Archetype Wealth Partners LLC | 4,880 | $830 | 12/31/2023 | JPM | 4,880 | $830 | 12/31/2023 | Hilltop Partners LLC | 4,882 | $830 | 12/31/2023 | JPM | 4,882 | $830 | 12/31/2023 | Omnia Family Wealth LLC | 4,873 | $829 | 12/31/2023 | JPM | 4,873 | $829 | 12/31/2023 | Landaas & Co. WI ADV | 4,839 | $828 | 12/31/2023 | JPM | 4,839 | $828 | 12/31/2023 | Cranbrook Wealth Management LLC | 4,110 | $823 | 03/31/2024 | JPM | 4,110 | $823 | 03/31/2024 | Walden Wealth Partners LLC | 4,193 | $820 | 03/31/2024 | JPM | 4,193 | $820 | 03/31/2024 | Jacobs Levy Equity Management Inc. | 4,805 | $817 | 12/31/2023 | JPM | 4,805 | $817 | 12/31/2023 | Virtu Financial LLC | 4,805 | $817 | 12/31/2023 | JPM | 4,805 | $817 | 12/31/2023 | Milestone Asset Management LLC | 4,075 | $816 | 03/31/2024 | JPM | 4,075 | $816 | 03/31/2024 | Mosley Wealth Management | 4,073 | $816 | 03/31/2024 | JPM | 4,073 | $816 | 03/31/2024 | Centurion Wealth Management LLC | 4,790 | $815 | 12/31/2023 | JPM | 4,790 | $815 | 12/31/2023 | Walled Lake Planning & Wealth Management LLC | 4,769 | $811 | 12/31/2023 | JPM | 4,769 | $811 | 12/31/2023 | Prelude Capital Management LLC | 4,761 | $810 | 12/31/2023 | JPM | 4,761 | $810 | 12/31/2023 | Arthur M. Cohen & Associates LLC | 4,030 | $807 | 03/31/2024 | JPM | 4,030 | $807 | 03/31/2024 | Granite Harbor Advisors Inc. | 4,744 | $807 | 12/31/2023 | JPM | 4,744 | $807 | 12/31/2023 | D Orazio & Associates Inc. | 4,740 | $806 | 12/31/2023 | JPM | 4,740 | $806 | 12/31/2023 | Newbridge Financial Services Group Inc. | 4,017 | $805 | 03/31/2024 | JPM | 4,017 | $805 | 03/31/2024 | American Capital Advisory LLC | 4,731 | $805 | 12/31/2023 | JPM | 4,731 | $805 | 12/31/2023 | Financial Partners Group Inc | 4,721 | $803 | 12/31/2023 | JPM | 4,721 | $803 | 12/31/2023 | Engrave Wealth Partners LLC | 4,722 | $803 | 12/31/2023 | JPM | 4,722 | $803 | 12/31/2023 | AXS Investments LLC | 4,710 | $801 | 12/31/2023 | JPM | 4,710 | $801 | 12/31/2023 | Red Wave Investments LLC | 4,711 | $801 | 12/31/2023 | JPM | 4,711 | $801 | 12/31/2023 | Kaydan Wealth Management Inc. | 3,993 | $800 | 03/31/2024 | JPM | 3,993 | $800 | 03/31/2024 | Private Wealth Strategies L.L.C. | 4,701 | $800 | 12/31/2023 | JPM | 4,701 | $800 | 12/31/2023 | Harbor Group Inc. | 3,988 | $799 | 03/31/2024 | JPM | 3,988 | $799 | 03/31/2024 | Harvest Investment Services LLC | 4,685 | $797 | 12/31/2023 | JPM | 4,685 | $797 | 12/31/2023 | Pearl River Capital LLC | 4,688 | $797 | 12/31/2023 | JPM | 4,688 | $797 | 12/31/2023 | Southeast Asset Advisors Inc. | 4,674 | $795 | 12/31/2023 | JPM | 4,674 | $795 | 12/31/2023 | Brown Capital Management LLC | 4,658 | $792 | 12/31/2023 | JPM | 4,658 | $792 | 12/31/2023 | IVC Wealth Advisors LLC | 3,950 | $791 | 03/31/2024 | JPM | 3,950 | $791 | 03/31/2024 | Davidson Investment Advisors | 4,642 | $790 | 12/31/2023 | JPM | 4,642 | $790 | 12/31/2023 | Latitude Advisors LLC | 4,644 | $790 | 12/31/2023 | JPM | 4,644 | $790 | 12/31/2023 | Perritt Capital Management Inc. | 4,636 | $789 | 12/31/2023 | JPM | 4,636 | $789 | 12/31/2023 | Meridian Management Co. | 4,503 | $788 | 12/31/2023 | JPM | 4,503 | $788 | 12/31/2023 | GenWealth Group Inc. | 3,922 | $786 | 03/31/2024 | JPM | 3,922 | $786 | 03/31/2024 | Cardinal Strategic Wealth Guidance | 4,619 | $786 | 12/31/2023 | JPM | 4,619 | $786 | 12/31/2023 | Insight Advisors LLC PA | 4,611 | $784 | 12/31/2023 | JPM | 4,611 | $784 | 12/31/2023 | S.A. Mason LLC | 3,909 | $783 | 03/31/2024 | JPM | 3,909 | $783 | 03/31/2024 | Day & Ennis LLC | 4,605 | $783 | 12/31/2023 | JPM | 4,605 | $783 | 12/31/2023 | Matisse Capital | 4,601 | $783 | 12/31/2023 | JPM | 4,601 | $783 | 12/31/2023 | Moss Adams Wealth Advisors LLC | 4,590 | $781 | 12/31/2023 | JPM | 4,590 | $781 | 12/31/2023 | Almanack Investment Partners LLC. | 4,580 | $779 | 12/31/2023 | JPM | 4,580 | $779 | 12/31/2023 | Fiduciary Planning LLC | 4,578 | $779 | 12/31/2023 | JPM | 4,578 | $779 | 12/31/2023 | Liberty Wealth Management LLC | 4,576 | $778 | 12/31/2023 | JPM | 4,576 | $778 | 12/31/2023 | Michael B. Yongue | 4,574 | $778 | 12/31/2023 | JPM | 4,574 | $778 | 12/31/2023 | E Fund Management Co. Ltd. | 4,569 | $777 | 12/31/2023 | JPM | 4,569 | $777 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 4,563 | $776 | 12/31/2023 | JPM | 4,563 | $776 | 12/31/2023 | KilterHowling LLC | 4,427 | $774 | 12/31/2023 | JPM | 4,427 | $774 | 12/31/2023 | Triad Wealth Partners LLC | 3,852 | $772 | 03/31/2024 | JPM | 3,852 | $772 | 03/31/2024 | Garde Capital Inc. | 4,531 | $771 | 12/31/2023 | JPM | 4,531 | $771 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | | $771 | 12/31/2023 | JPM | 4,511 | $767 | 12/31/2023 | Put | 80 | $4 | 12/31/2023 | Retirement Income Solutions Inc | 4,526 | $770 | 12/31/2023 | JPM | 4,526 | $770 | 12/31/2023 | Wealthstream Advisors Inc. | 4,529 | $770 | 12/31/2023 | JPM | 4,529 | $770 | 12/31/2023 | Total Investment Management Inc. | 3,840 | $769 | 03/31/2024 | JPM | 3,840 | $769 | 03/31/2024 | Forum Private Client Group LLC | 4,520 | $769 | 12/31/2023 | JPM | 4,520 | $769 | 12/31/2023 | Tsfg LLC | 3,824 | $766 | 03/31/2024 | JPM | 3,824 | $766 | 03/31/2024 | Quantum Financial Advisors LLC | 4,504 | $766 | 12/31/2023 | JPM | 4,504 | $766 | 12/31/2023 | Truepoint Inc. | 4,483 | $763 | 12/31/2023 | JPM | 4,483 | $763 | 12/31/2023 | Santori & Peters Inc. | 3,797 | $761 | 03/31/2024 | JPM | 3,797 | $761 | 03/31/2024 | FCA Corp TX | 4,471 | $761 | 12/31/2023 | JPM | 4,471 | $761 | 12/31/2023 | Northstar Group Inc. | 3,784 | $758 | 03/31/2024 | JPM | 3,784 | $758 | 03/31/2024 | Elgethun Capital Management | 4,451 | $757 | 12/31/2023 | JPM | 4,451 | $757 | 12/31/2023 | Luts & Greenleigh Group Inc. | 4,435 | $754 | 12/31/2023 | JPM | 4,435 | $754 | 12/31/2023 | Jump Financial LLC | 4,429 | $753 | 12/31/2023 | JPM | 4,429 | $753 | 12/31/2023 | Hamilton Capital LLC | 4,419 | $752 | 12/31/2023 | JPM | 4,419 | $752 | 12/31/2023 | Maltin Wealth Management Inc. | 3,747 | $751 | 03/31/2024 | JPM | 3,747 | $751 | 03/31/2024 | Avalon Trust Co | 4,413 | $751 | 12/31/2023 | JPM | 4,413 | $751 | 12/31/2023 | Darden Wealth Group Inc | 4,417 | $751 | 12/31/2023 | JPM | 4,417 | $751 | 12/31/2023 | CMG Global Holdings LLC | 4,159 | $748 | 12/31/2023 | JPM | 4,159 | $748 | 12/31/2023 | Arkansas Financial Group Inc. | 3,722 | $746 | 03/31/2024 | JPM | 3,722 | $746 | 03/31/2024 | Family Firm Inc. | 4,387 | $746 | 12/31/2023 | JPM | 4,387 | $746 | 12/31/2023 | Crown Wealth Group LLC | 4,383 | $746 | 12/31/2023 | JPM | 4,383 | $746 | 12/31/2023 | Sax Wealth Advisors LLC | 4,386 | $746 | 12/31/2023 | JPM | 4,386 | $746 | 12/31/2023 | Tanager Wealth Management LLP | 4,388 | $746 | 12/31/2023 | JPM | 4,388 | $746 | 12/31/2023 | Collective Family Office LLC | 3,714 | $744 | 03/31/2024 | JPM | 3,714 | $744 | 03/31/2024 | Watershed Private Wealth LLC | 4,372 | $744 | 12/31/2023 | JPM | 4,372 | $744 | 12/31/2023 | Silverlake Wealth Management LLC | 3,703 | $742 | 03/31/2024 | JPM | 3,703 | $742 | 03/31/2024 | Vigilare Wealth Management | 4,358 | $741 | 12/31/2023 | JPM | 4,358 | $741 | 12/31/2023 | BCJ Capital Management LLC | 4,355 | $741 | 12/31/2023 | JPM | 4,355 | $741 | 12/31/2023 | Pine Haven Investment Counsel Inc | 4,357 | $741 | 12/31/2023 | JPM | 4,357 | $741 | 12/31/2023 | Benchmark Investment Advisors LLC | 4,355 | $741 | 12/31/2023 | JPM | 4,355 | $741 | 12/31/2023 | Eldridge Investment Advisors Inc. | 4,353 | $740 | 12/31/2023 | JPM | 4,353 | $740 | 12/31/2023 | Paragon Capital Management Ltd | 3,687 | $739 | 03/31/2024 | JPM | 3,687 | $739 | 03/31/2024 | Bridgewealth Advisory Group LLC | 3,691 | $739 | 03/31/2024 | JPM | 3,691 | $739 | 03/31/2024 | Single Point Partners LLC | 3,677 | $736 | 03/31/2024 | JPM | 3,677 | $736 | 03/31/2024 | RBA Wealth Management LLC | 3,661 | $733 | 03/31/2024 | JPM | 3,661 | $733 | 03/31/2024 | Tyler Stone Wealth Management | 4,311 | $733 | 12/31/2023 | JPM | 4,311 | $733 | 12/31/2023 | Nottingham Advisors Inc. | 4,283 | $729 | 12/31/2023 | JPM | 4,283 | $729 | 12/31/2023 | Baron Wealth Management LLC | 4,284 | $729 | 12/31/2023 | JPM | 4,284 | $729 | 12/31/2023 | Cottonwood Capital Advisors LLC | 4,277 | $728 | 12/31/2023 | JPM | 4,277 | $728 | 12/31/2023 | Burkett Financial Services LLC | 3,631 | $727 | 03/31/2024 | JPM | 3,631 | $727 | 03/31/2024 | Apollon Financial LLC | 4,274 | $727 | 12/31/2023 | JPM | 4,274 | $727 | 12/31/2023 | Jacobsen Capital Management | 4,268 | $726 | 12/31/2023 | JPM | 4,268 | $726 | 12/31/2023 | SSI Investment Management LLC | 4,264 | $725 | 12/31/2023 | JPM | 4,264 | $725 | 12/31/2023 | Bruce G. Allen Investments LLC | 3,608 | $723 | 03/31/2024 | JPM | 3,608 | $723 | 03/31/2024 | New Vernon Investment Management LLC | 4,253 | $723 | 12/31/2023 | JPM | 4,253 | $723 | 12/31/2023 | Nadler Financial Group Inc. | 4,243 | $722 | 12/31/2023 | JPM | 4,243 | $722 | 12/31/2023 | Armstrong Advisory Group Inc. | 3,599 | $721 | 03/31/2024 | JPM | 3,599 | $721 | 03/31/2024 | High Pines Wealth Management LLC | 4,240 | $721 | 12/31/2023 | JPM | 4,240 | $721 | 12/31/2023 | Alan B. Lancz & Associates Inc. | 4,233 | $720 | 12/31/2023 | JPM | 4,233 | $720 | 12/31/2023 | Taylor Financial Group Inc. | 4,231 | $720 | 12/31/2023 | JPM | 4,231 | $720 | 12/31/2023 | Holland Advisory Services Inc. | 3,590 | $719 | 03/31/2024 | JPM | 3,590 | $719 | 03/31/2024 | Carr Financial Group Corp | 4,221 | $718 | 12/31/2023 | JPM | 4,221 | $718 | 12/31/2023 | Grey Fox Wealth Advisors LLC | 3,579 | $717 | 03/31/2024 | JPM | 3,579 | $717 | 03/31/2024 | Gries Financial LLC | 4,208 | $716 | 12/31/2023 | JPM | 4,208 | $716 | 12/31/2023 | Callan Family Office LLC | 4,203 | $715 | 12/31/2023 | JPM | 4,203 | $715 | 12/31/2023 | Cape Investment Advisory Inc. | 4,205 | $715 | 12/31/2023 | JPM | 4,205 | $715 | 12/31/2023 | Arkfeld Wealth Strategies L.L.C. | 3,652 | $714 | 03/31/2024 | JPM | 3,652 | $714 | 03/31/2024 | Heritage Investment Group Inc. | 4,191 | $713 | 12/31/2023 | JPM | 4,191 | $713 | 12/31/2023 | LongView Wealth Management | 3,555 | $712 | 03/31/2024 | JPM | 3,555 | $712 | 03/31/2024 | Essex Investment Management Co. LLC | 4,177 | $711 | 12/31/2023 | JPM | 4,177 | $711 | 12/31/2023 | Centric Wealth Management | 4,075 | $711 | 12/31/2023 | JPM | 4,075 | $711 | 12/31/2023 | Fiera Capital Corp | 4,175 | $710 | 12/31/2023 | JPM | 4,175 | $710 | 12/31/2023 | Beirne Wealth Consulting Services LLC | 4,164 | $709 | 12/31/2023 | JPM | 4,164 | $709 | 12/31/2023 | Security National Bank of SO Dak | 4,161 | $708 | 12/31/2023 | JPM | 4,161 | $708 | 12/31/2023 | HAP Trading LLC | | $708 | 12/31/2023 | Call | 38,700 | $727 | 12/31/2023 | Put | 32,100 | $19 | 12/31/2023 | Wimmer Associates 1 LLC | 4,165 | $708 | 12/31/2023 | JPM | 4,165 | $708 | 12/31/2023 | Keb Asset Management LLC | 3,528 | $707 | 03/31/2024 | JPM | 3,528 | $707 | 03/31/2024 | OneAscent Wealth Management LLC | 3,510 | $703 | 03/31/2024 | JPM | 3,510 | $703 | 03/31/2024 | Wallington Asset Management LLC | 3,504 | $702 | 03/31/2024 | JPM | 3,504 | $702 | 03/31/2024 | Dimension Capital Management LLC | 4,126 | $702 | 12/31/2023 | JPM | 4,126 | $702 | 12/31/2023 | Lwmg LLC | 4,124 | $702 | 12/31/2023 | JPM | 4,124 | $702 | 12/31/2023 | Twin Focus Capital Partners LLC | 4,122 | $701 | 12/31/2023 | JPM | 4,122 | $701 | 12/31/2023 | Castleview Partners LLC | 4,120 | $701 | 12/31/2023 | JPM | 4,120 | $701 | 12/31/2023 | GPS Wealth Strategies Group LLC | 4,111 | $699 | 12/31/2023 | JPM | 4,111 | $699 | 12/31/2023 | McAdam LLC | 3,483 | $698 | 03/31/2024 | JPM | 3,483 | $698 | 03/31/2024 | Warther Private Wealth LLC | 4,087 | $695 | 12/31/2023 | JPM | 4,087 | $695 | 12/31/2023 | Humankind Investments LLC | 4,079 | $694 | 12/31/2023 | JPM | 4,079 | $694 | 12/31/2023 | Investmark Advisory Group LLC | 4,074 | $693 | 12/31/2023 | JPM | 4,074 | $693 | 12/31/2023 | ASB Consultores LLC | 4,076 | $693 | 12/31/2023 | JPM | 4,076 | $693 | 12/31/2023 | Plato Investment Management Ltd | 4,070 | $692 | 12/31/2023 | JPM | 4,070 | $692 | 12/31/2023 | Robinson Smith Wealth Advisors LLC | 4,057 | $690 | 12/31/2023 | JPM | 4,057 | $690 | 12/31/2023 | Portland Global Advisors LLC | 4,047 | $688 | 12/31/2023 | JPM | 4,047 | $688 | 12/31/2023 | Advance Capital Management Inc. | 3,428 | $687 | 03/31/2024 | JPM | 3,428 | $687 | 03/31/2024 | GSG Advisors LLC | 3,457 | $686 | 03/31/2024 | JPM | 3,457 | $686 | 03/31/2024 | Holistic Planning LLC | 4,029 | $685 | 12/31/2023 | JPM | 4,029 | $685 | 12/31/2023 | Garden State Investment Advisory Services LLC | 3,984 | $678 | 12/31/2023 | JPM | 3,984 | $678 | 12/31/2023 | Bender Robert & Associates | 3,381 | $677 | 03/31/2024 | JPM | 3,381 | $677 | 03/31/2024 | Sweet Financial Partners LLC | 3,377 | $676 | 03/31/2024 | JPM | 3,377 | $676 | 03/31/2024 | Mogy Joel R Investment Counsel Inc. | 3,966 | $675 | 12/31/2023 | JPM | 3,966 | $675 | 12/31/2023 | Pasadena Private Wealth LLC | 3,363 | $674 | 03/31/2024 | JPM | 3,363 | $674 | 03/31/2024 | Fortis Capital Advisors LLC | 3,960 | $674 | 12/31/2023 | JPM | 3,960 | $674 | 12/31/2023 | Fortis Group Advisors LLC | 3,951 | $672 | 12/31/2023 | JPM | 3,951 | $672 | 12/31/2023 | Vanguard Capital Wealth Advisors | 3,351 | $671 | 03/31/2024 | JPM | 3,351 | $671 | 03/31/2024 | Thomas Story & Son LLC | 3,940 | $670 | 12/31/2023 | JPM | 3,940 | $670 | 12/31/2023 | Maia Wealth LLC | 3,941 | $670 | 12/31/2023 | JPM | 3,941 | $670 | 12/31/2023 | Goldstein Advisors LLC | 3,929 | $668 | 12/31/2023 | JPM | 3,929 | $668 | 12/31/2023 | Planning Capital Management Corp | 3,924 | $668 | 12/31/2023 | JPM | 3,924 | $668 | 12/31/2023 | Summit X LLC | 3,920 | $667 | 12/31/2023 | JPM | 3,920 | $667 | 12/31/2023 | Magnolia Capital Management Ltd. | 3,325 | $666 | 03/31/2024 | JPM | 3,325 | $666 | 03/31/2024 | Auto Owners Insurance Co | 3,915 | $666 | 12/31/2023 | JPM | 3,915 | $666 | 12/31/2023 | Successful Portfolios LLC | 3,321 | $665 | 03/31/2024 | JPM | 3,321 | $665 | 03/31/2024 | Per Stirling Capital Management LLC. | 3,907 | $665 | 12/31/2023 | JPM | 3,907 | $665 | 12/31/2023 | Northwest Investment Counselors LLC | 3,312 | $663 | 03/31/2024 | JPM | 3,312 | $663 | 03/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 3,391 | $663 | 03/31/2024 | JPM | 3,391 | $663 | 03/31/2024 | Hassell Wealth Management LLC | 3,764 | $663 | 12/31/2023 | JPM | 3,764 | $663 | 12/31/2023 | Invenio Wealth Partners LLC | 3,890 | $662 | 12/31/2023 | JPM | 3,890 | $662 | 12/31/2023 | Savvy Advisors Inc. | 3,886 | $661 | 12/31/2023 | JPM | 3,886 | $661 | 12/31/2023 | Lockerman Financial Group Inc. | 3,293 | $660 | 03/31/2024 | JPM | 3,293 | $660 | 03/31/2024 | Cavalier Investments LLC | 3,882 | $660 | 12/31/2023 | JPM | 3,882 | $660 | 12/31/2023 | Ehrlich Financial Group | 3,289 | $659 | 03/31/2024 | JPM | 3,289 | $659 | 03/31/2024 | Altus Wealth Management LLC | 3,283 | $658 | 03/31/2024 | JPM | 3,283 | $658 | 03/31/2024 | Meridian Wealth Partners LLC | 3,869 | $658 | 12/31/2023 | JPM | 3,869 | $658 | 12/31/2023 | ZRC Wealth Management LLC | 3,278 | $657 | 03/31/2024 | JPM | 3,278 | $657 | 03/31/2024 | Vista Capital Partners Inc. | 3,861 | $657 | 12/31/2023 | JPM | 3,861 | $657 | 12/31/2023 | Whalen Wealth Management Inc. | 3,862 | $657 | 12/31/2023 | JPM | 3,862 | $657 | 12/31/2023 | ML & R Wealth Management LLC | 3,860 | $657 | 12/31/2023 | JPM | 3,860 | $657 | 12/31/2023 | Legacy Financial Strategies LLC | 3,276 | $656 | 03/31/2024 | JPM | 3,276 | $656 | 03/31/2024 | Ariston Services Group | 3,276 | $656 | 03/31/2024 | JPM | 3,276 | $656 | 03/31/2024 | Cahaba Wealth Management Inc. | 3,237 | $648 | 03/31/2024 | JPM | 3,237 | $648 | 03/31/2024 | LCM Capital Management Inc | 3,810 | $648 | 12/31/2023 | JPM | 3,810 | $648 | 12/31/2023 | Oberweis Asset Management Inc. | 3,802 | $647 | 12/31/2023 | JPM | 3,802 | $647 | 12/31/2023 | Deltec Asset Management LLC | 3,225 | $646 | 03/31/2024 | JPM | 3,225 | $646 | 03/31/2024 | Capital Advisory Group Advisory Services LLC | 3,223 | $646 | 03/31/2024 | JPM | 3,223 | $646 | 03/31/2024 | Wolff Financial Management LLC | 3,209 | $643 | 03/31/2024 | JPM | 3,209 | $643 | 03/31/2024 | Spartan Planning & Wealth Management | 3,780 | $643 | 12/31/2023 | JPM | 3,780 | $643 | 12/31/2023 | Tillman Hartley LLC | 3,779 | $643 | 12/31/2023 | JPM | 3,779 | $643 | 12/31/2023 | Semus Wealth Partners LLC | 3,775 | $642 | 12/31/2023 | JPM | 3,775 | $642 | 12/31/2023 | Rise Advisors LLC | 3,193 | $640 | 03/31/2024 | JPM | 3,193 | $640 | 03/31/2024 | CM Wealth Advisors LLC | 3,765 | $640 | 12/31/2023 | JPM | 3,765 | $640 | 12/31/2023 | Lakewood Asset Management LLC | 3,171 | $635 | 03/31/2024 | JPM | 3,171 | $635 | 03/31/2024 | Mayfair Advisory Group LLC | 3,163 | $634 | 03/31/2024 | JPM | 3,163 | $634 | 03/31/2024 | Ruggaard & Associates LLC | 3,729 | $634 | 12/31/2023 | JPM | 3,729 | $634 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,719 | $633 | 12/31/2023 | JPM | 3,719 | $633 | 12/31/2023 | Dakota Community Bank & Trust NA | 3,155 | $632 | 03/31/2024 | JPM | 3,155 | $632 | 03/31/2024 | Acorn Creek Capital LLC | 3,158 | $632 | 03/31/2024 | JPM | 3,158 | $632 | 03/31/2024 | First Community Trust NA | 3,151 | $631 | 03/31/2024 | JPM | 3,151 | $631 | 03/31/2024 | Keene & Associates Inc. | 3,146 | $630 | 03/31/2024 | JPM | 3,146 | $630 | 03/31/2024 | Consilio Wealth Advisors LLC | 3,145 | $630 | 03/31/2024 | JPM | 3,145 | $630 | 03/31/2024 | Waterway Wealth Management LLC | 3,144 | $630 | 03/31/2024 | JPM | 3,144 | $630 | 03/31/2024 | Granger Management LLC | 3,703 | $630 | 12/31/2023 | JPM | 3,703 | $630 | 12/31/2023 | Atticus Wealth Management LLC | 3,138 | $629 | 03/31/2024 | JPM | 3,138 | $629 | 03/31/2024 | Levy Wealth Management Group LLC | 3,133 | $628 | 03/31/2024 | JPM | 3,133 | $628 | 03/31/2024 | Triumph Capital Management | 3,694 | $628 | 12/31/2023 | JPM | 3,694 | $628 | 12/31/2023 | Kingdom Financial Group LLC. | 3,691 | $628 | 12/31/2023 | JPM | 3,691 | $628 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 3,132 | $627 | 03/31/2024 | JPM | 3,132 | $627 | 03/31/2024 | Investment Advisory Group LLC | 3,683 | $627 | 12/31/2023 | JPM | 3,683 | $627 | 12/31/2023 | Ackerman Capital Advisors LLC | 3,127 | $626 | 03/31/2024 | JPM | 3,127 | $626 | 03/31/2024 | Diversified Portfolios Inc. | 3,679 | $626 | 12/31/2023 | JPM | 3,679 | $626 | 12/31/2023 | Dougherty Wealth Advisers LLC | 3,674 | $625 | 12/31/2023 | JPM | 3,674 | $625 | 12/31/2023 | VELA Investment Management LLC | 3,675 | $625 | 12/31/2023 | JPM | 3,675 | $625 | 12/31/2023 | Arbor Wealth Advisors LLC | 3,113 | $624 | 03/31/2024 | JPM | 3,113 | $624 | 03/31/2024 | Unionview LLC | 3,663 | $623 | 12/31/2023 | JPM | 3,663 | $623 | 12/31/2023 | Hibernia Wealth Partners LLC | 3,654 | $622 | 12/31/2023 | JPM | 3,654 | $622 | 12/31/2023 | Whelan Financial | 3,102 | $621 | 03/31/2024 | JPM | 3,102 | $621 | 03/31/2024 | Dempze Nancy E | 3,653 | $621 | 12/31/2023 | JPM | 3,653 | $621 | 12/31/2023 | Quantum Private Wealth LLC | 3,653 | $621 | 12/31/2023 | JPM | 3,653 | $621 | 12/31/2023 | Keating Wealth Management LLC | 3,094 | $620 | 03/31/2024 | JPM | 3,094 | $620 | 03/31/2024 | Inspirion Wealth Advisors LLC | 3,089 | $619 | 03/31/2024 | JPM | 3,089 | $619 | 03/31/2024 | Gemmer Asset Management LLC | 3,087 | $618 | 03/31/2024 | JPM | 3,087 | $618 | 03/31/2024 | Compass Ion Advisors LLC | 3,085 | $618 | 03/31/2024 | JPM | 3,085 | $618 | 03/31/2024 | WNY Asset Management LLC | 3,636 | $618 | 12/31/2023 | JPM | 3,636 | $618 | 12/31/2023 | Financial Advisory Corp UT ADV | 3,070 | $615 | 03/31/2024 | JPM | 3,070 | $615 | 03/31/2024 | Smith Anglin Financial LLC | 3,070 | $615 | 03/31/2024 | JPM | 3,070 | $615 | 03/31/2024 | Hourglass Capital LLC | 3,613 | $615 | 12/31/2023 | JPM | 3,613 | $615 | 12/31/2023 | HTG Investment Advisors Inc. | 3,616 | $615 | 12/31/2023 | JPM | 3,616 | $615 | 12/31/2023 | Solitude Financial Services | 3,065 | $614 | 03/31/2024 | JPM | 3,065 | $614 | 03/31/2024 | OLD Point Trust & Financial Services N A | 3,602 | $613 | 12/31/2023 | JPM | 3,602 | $613 | 12/31/2023 | Prosperity Financial Group Inc. | 3,605 | $613 | 12/31/2023 | JPM | 3,605 | $613 | 12/31/2023 | MQS Management LLC | 3,592 | $611 | 12/31/2023 | JPM | 3,592 | $611 | 12/31/2023 | Silver Lake Advisory LLC | 3,038 | $608 | 03/31/2024 | JPM | 3,038 | $608 | 03/31/2024 | Maverick Capital Ltd. | 3,575 | $608 | 12/31/2023 | JPM | 3,575 | $608 | 12/31/2023 | Rede Wealth LLC | 3,575 | $608 | 12/31/2023 | JPM | 3,575 | $608 | 12/31/2023 | Laraway Financial Inc | 3,573 | $608 | 12/31/2023 | JPM | 3,573 | $608 | 12/31/2023 | Patron Partners Advisors LLC | 3,569 | $607 | 12/31/2023 | JPM | 3,569 | $607 | 12/31/2023 | Fermata Advisors LLC | 3,021 | $605 | 03/31/2024 | JPM | 3,021 | $605 | 03/31/2024 | My Personal CFO LLC | 3,018 | $605 | 03/31/2024 | JPM | 3,018 | $605 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 3,546 | $603 | 12/31/2023 | JPM | 3,546 | $603 | 12/31/2023 | Fulcrum Equity Management | 2,995 | $600 | 03/31/2024 | JPM | 2,995 | $600 | 03/31/2024 | Weaver Consulting Group | 2,996 | $600 | 03/31/2024 | JPM | 2,996 | $600 | 03/31/2024 | Fuller & Thaler Asset Management Inc. | 3,529 | $600 | 12/31/2023 | JPM | 3,529 | $600 | 12/31/2023 | Shikiar Asset Management Inc. | 2,990 | $599 | 03/31/2024 | JPM | 2,990 | $599 | 03/31/2024 | Cascade Investment Advisors Inc. | 3,513 | $598 | 12/31/2023 | JPM | 3,513 | $598 | 12/31/2023 | Hoxton Planning & Management LLC | 2,983 | $597 | 03/31/2024 | JPM | 2,983 | $597 | 03/31/2024 | Blue Bell Private Wealth Management LLC | 2,977 | $596 | 03/31/2024 | JPM | 2,977 | $596 | 03/31/2024 | Warren Street Wealth Advisors LLC | 3,502 | $596 | 12/31/2023 | JPM | 3,502 | $596 | 12/31/2023 | 1776 Wealth LLC | 3,496 | $595 | 12/31/2023 | JPM | 3,496 | $595 | 12/31/2023 | Ellevest Inc. | 3,494 | $594 | 12/31/2023 | JPM | 3,494 | $594 | 12/31/2023 | Syntegra Private Wealth Group LLC | 3,491 | $594 | 12/31/2023 | JPM | 3,491 | $594 | 12/31/2023 | Forefront Analytics LLC | 3,486 | $593 | 12/31/2023 | JPM | 3,486 | $593 | 12/31/2023 | HC Advisors LLC | 3,486 | $593 | 12/31/2023 | JPM | 3,486 | $593 | 12/31/2023 | Reuter James Wealth Management LLC | 3,485 | $593 | 12/31/2023 | JPM | 3,485 | $593 | 12/31/2023 | Howard Wealth Management LLC | 3,482 | $592 | 12/31/2023 | JPM | 3,482 | $592 | 12/31/2023 | Willis Johnson & Associates Inc. | 2,939 | $589 | 03/31/2024 | JPM | 2,939 | $589 | 03/31/2024 | M3 Advisory Group LLC | 3,461 | $589 | 12/31/2023 | JPM | 3,461 | $589 | 12/31/2023 | North Point Portfolio Managers Corp OH | 2,937 | $588 | 03/31/2024 | JPM | 2,937 | $588 | 03/31/2024 | Harvest Fund Management Co. Ltd | 3,442 | $586 | 12/31/2023 | JPM | 3,442 | $586 | 12/31/2023 | Strategic Investment Solutions Inc. IL | | $583 | 12/31/2023 | JPM | 2,251 | $383 | 12/31/2023 | CERTIFICATE DEPOSIT | 200,000 | $200 | 12/31/2023 | LGT Financial Advisors LLC | 3,429 | $583 | 12/31/2023 | JPM | 3,429 | $583 | 12/31/2023 | Elevatus Welath Management | 3,425 | $583 | 12/31/2023 | JPM | 3,425 | $583 | 12/31/2023 | Independent Family Office LLC | 3,422 | $582 | 12/31/2023 | JPM | 3,422 | $582 | 12/31/2023 | Borer Denton & Associates Inc. | 3,415 | $581 | 12/31/2023 | JPM | 3,415 | $581 | 12/31/2023 | NovaPoint Capital LLC | 2,892 | $579 | 03/31/2024 | JPM | 2,892 | $579 | 03/31/2024 | GenTrust LLC | 2,885 | $578 | 03/31/2024 | JPM | 2,885 | $578 | 03/31/2024 | Options Solutions LLC | 3,400 | $578 | 12/31/2023 | JPM | 3,400 | $578 | 12/31/2023 | State of Wyoming | 3,400 | $578 | 12/31/2023 | JPM | 3,400 | $578 | 12/31/2023 | Abacus Wealth Partners LLC | 2,883 | $577 | 03/31/2024 | JPM | 2,883 | $577 | 03/31/2024 | UP Strategic Wealth Investment Advisors LLC | 3,370 | $573 | 12/31/2023 | JPM | 3,370 | $573 | 12/31/2023 | MADDEN SECURITIES Corp | 2,849 | $571 | 03/31/2024 | JPM | 2,849 | $571 | 03/31/2024 | Murphy Middleton Hinkle & Parker Inc. | 2,837 | $568 | 03/31/2024 | JPM | 2,837 | $568 | 03/31/2024 | Firethorn Wealth Partners LLC | 2,838 | $568 | 03/31/2024 | JPM | 2,838 | $568 | 03/31/2024 | Visionary Horizons LLC | 3,107 | $568 | 03/31/2024 | JPM | 3,107 | $568 | 03/31/2024 | True Vision MN LLC | 3,337 | $568 | 12/31/2023 | JPM | 3,337 | $568 | 12/31/2023 | Green Harvest Asset Management LLC | 3,331 | $567 | 12/31/2023 | JPM | 3,331 | $567 | 12/31/2023 | Abel Hall LLC | 3,330 | $566 | 12/31/2023 | JPM | 3,330 | $566 | 12/31/2023 | Strid Group LLC | 2,822 | $565 | 03/31/2024 | JPM | 2,822 | $565 | 03/31/2024 | Selective Wealth Management Inc. | 2,881 | $563 | 03/31/2024 | JPM | 2,881 | $563 | 03/31/2024 | Cahill Financial Advisors Inc. | 3,308 | $563 | 12/31/2023 | JPM | 3,308 | $563 | 12/31/2023 | Cook Wealth Management Group LLC | 3,300 | $563 | 12/31/2023 | JPM | 3,300 | $563 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 3,305 | $562 | 12/31/2023 | JPM | 3,305 | $562 | 12/31/2023 | D. B. Root & Company LLC | 2,798 | $561 | 03/31/2024 | JPM | 2,798 | $561 | 03/31/2024 | Live Oak Investment Partners | 3,290 | $560 | 12/31/2023 | JPM | 3,290 | $560 | 12/31/2023 | Godsey & Gibb Associates | 2,793 | $559 | 03/31/2024 | JPM | 2,793 | $559 | 03/31/2024 | Codex Capital L.L.C. | 3,300 | $558 | 12/31/2023 | JPM | 3,300 | $558 | 12/31/2023 | Flagstone Financial Management | 3,278 | $558 | 12/31/2023 | JPM | 3,278 | $558 | 12/31/2023 | Pacific Center for Financial Services | 3,277 | $557 | 12/31/2023 | JPM | 3,277 | $557 | 12/31/2023 | Parkside Investments LLC | 2,774 | $556 | 03/31/2024 | JPM | 2,774 | $556 | 03/31/2024 | Trilogy Capital Inc. | 2,774 | $556 | 03/31/2024 | JPM | 2,774 | $556 | 03/31/2024 | Lane & Associates LLC | 2,776 | $556 | 03/31/2024 | JPM | 2,776 | $556 | 03/31/2024 | Concorde Asset Management LLC | 3,274 | $555 | 12/31/2023 | JPM | 3,274 | $555 | 12/31/2023 | Financial Advisory Group | 3,259 | $554 | 12/31/2023 | JPM | 3,259 | $554 | 12/31/2023 | Fountainhead AM LLC | 3,246 | $552 | 12/31/2023 | JPM | 3,246 | $552 | 12/31/2023 | Financial Freedom LLC | 2,753 | $551 | 03/31/2024 | JPM | 2,753 | $551 | 03/31/2024 | Intergy Private Wealth LLC | 2,747 | $550 | 03/31/2024 | JPM | 2,747 | $550 | 03/31/2024 | Keating Investment Counselors Inc. | 3,225 | $549 | 12/31/2023 | JPM | 3,225 | $549 | 12/31/2023 | Apeiron RIA LLC | 2,734 | $548 | 03/31/2024 | JPM | 2,734 | $548 | 03/31/2024 | Schoolcraft Capital LLC | 2,733 | $547 | 03/31/2024 | JPM | 2,733 | $547 | 03/31/2024 | J. L. Bainbridge & Co. Inc. | 3,198 | $544 | 12/31/2023 | JPM | 3,198 | $544 | 12/31/2023 | Pitti Group Wealth Management LLC | 2,777 | $543 | 03/31/2024 | JPM | 2,777 | $543 | 03/31/2024 | JJJ Advisors Inc. | 2,703 | $541 | 03/31/2024 | JPM | 2,703 | $541 | 03/31/2024 | First Affirmative Financial Network | 2,694 | $540 | 03/31/2024 | JPM | 2,694 | $540 | 03/31/2024 | Insight 2811 Inc. | 3,173 | $540 | 12/31/2023 | JPM | 3,173 | $540 | 12/31/2023 | 1858 Wealth Management LLC | 2,689 | $539 | 03/31/2024 | JPM | 2,689 | $539 | 03/31/2024 | Emerald Advisors LLC | 3,162 | $538 | 12/31/2023 | JPM | 3,162 | $538 | 12/31/2023 | Mayport LLC | 2,683 | $537 | 03/31/2024 | JPM | 2,683 | $537 | 03/31/2024 | Horst & Graben Wealth Management LLC | 2,674 | $536 | 03/31/2024 | JPM | 2,674 | $536 | 03/31/2024 | Coco Enterprises LLC | 3,137 | $534 | 12/31/2023 | JPM | 3,137 | $534 | 12/31/2023 | Pin Oak Investment Advisors Inc. | 3,132 | $533 | 12/31/2023 | JPM | 3,132 | $533 | 12/31/2023 | Cherry Tree Wealth Management LLC | 3,119 | $531 | 12/31/2023 | JPM | 3,119 | $531 | 12/31/2023 | Benchmark Financial Wealth Advisors LLC | 2,646 | $530 | 03/31/2024 | JPM | 2,646 | $530 | 03/31/2024 | Rosenbaum Jay D. | 3,117 | $530 | 12/31/2023 | JPM | 3,117 | $530 | 12/31/2023 | Amussen Hunsaker Associates LLC | 3,108 | $529 | 12/31/2023 | JPM | 3,108 | $529 | 12/31/2023 | Youngs Advisory Group Inc. | 3,109 | $529 | 12/31/2023 | JPM | 3,109 | $529 | 12/31/2023 | Avenue 1 Advisors LLC | 2,637 | $528 | 03/31/2024 | JPM | 2,637 | $528 | 03/31/2024 | Wealth Quarterback LLC | 3,101 | $528 | 12/31/2023 | JPM | 3,101 | $528 | 12/31/2023 | Seelaus Asset Management LLC | 3,099 | $527 | 12/31/2023 | JPM | 3,099 | $527 | 12/31/2023 | SJS Investment Consulting Inc. | 2,615 | $524 | 03/31/2024 | JPM | 2,615 | $524 | 03/31/2024 | Cohen & Steers Inc. | 3,077 | $523 | 12/31/2023 | JPM | 3,077 | $523 | 12/31/2023 | Taddei Ludwig & Associates Inc. | 3,072 | $523 | 12/31/2023 | JPM | 3,072 | $523 | 12/31/2023 | Contravisory Investment Management Inc. | 2,600 | $521 | 03/31/2024 | JPM | 2,600 | $521 | 03/31/2024 | Cypress Capital Management LLC WY | 3,050 | $519 | 12/31/2023 | JPM | 3,050 | $519 | 12/31/2023 | Isthmus Partners LLC | 3,033 | $516 | 12/31/2023 | JPM | 3,033 | $516 | 12/31/2023 | Spotlight Asset Group Inc. | 3,033 | $516 | 12/31/2023 | JPM | 3,033 | $516 | 12/31/2023 | Sloy Dahl & Holst LLC | 2,564 | $514 | 03/31/2024 | JPM | 2,564 | $514 | 03/31/2024 | Whitcomb & Hess Inc. | 2,551 | $511 | 03/31/2024 | JPM | 2,551 | $511 | 03/31/2024 | Wellspring Financial Advisors LLC | 2,991 | $509 | 12/31/2023 | JPM | 2,991 | $509 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 2,985 | $508 | 12/31/2023 | JPM | 2,985 | $508 | 12/31/2023 | America First Investment Advisors LLC | 2,529 | $507 | 03/31/2024 | JPM | 2,529 | $507 | 03/31/2024 | Montis Financial LLC | 2,530 | $507 | 03/31/2024 | JPM | 2,530 | $507 | 03/31/2024 | Charter Research & Investment Group Inc. | 2,976 | $506 | 12/31/2023 | JPM | 2,976 | $506 | 12/31/2023 | SNS Financial Group LLC | 2,520 | $505 | 03/31/2024 | JPM | 2,520 | $505 | 03/31/2024 | MKT Advisors LLC | 2,578 | $504 | 03/31/2024 | JPM | 2,578 | $504 | 03/31/2024 | Braun Bostich & Associates Inc. | 2,959 | $503 | 12/31/2023 | JPM | 2,959 | $503 | 12/31/2023 | Jag Capital Management LLC | 2,950 | $502 | 12/31/2023 | JPM | 2,950 | $502 | 12/31/2023 | Avenir Corp | 2,924 | $497 | 12/31/2023 | JPM | 2,924 | $497 | 12/31/2023 | Jackson Grant Investment Advisers Inc. | 2,924 | $497 | 12/31/2023 | JPM | 2,924 | $497 | 12/31/2023 | Paladin Advisory Group LLC | 2,923 | $497 | 12/31/2023 | JPM | 2,923 | $497 | 12/31/2023 | Walker Asset Management LLC | 2,474 | $496 | 03/31/2024 | JPM | 2,474 | $496 | 03/31/2024 | Financial Security Advisor Inc. | 2,475 | $496 | 03/31/2024 | JPM | 2,475 | $496 | 03/31/2024 | Harrington Investments INC | 2,915 | $496 | 12/31/2023 | JPM | 2,915 | $496 | 12/31/2023 | Melfa Wealth Management LLC | 2,468 | $494 | 03/31/2024 | JPM | 2,468 | $494 | 03/31/2024 | Bond & Devick Financial Network Inc. | 2,903 | $494 | 12/31/2023 | JPM | 2,903 | $494 | 12/31/2023 | Cowa LLC | 2,905 | $494 | 12/31/2023 | JPM | 2,905 | $494 | 12/31/2023 | Safeguard Investment Advisory Group LLC | 2,906 | $494 | 12/31/2023 | JPM | 2,906 | $494 | 12/31/2023 | Hamilton Wealth LLC | 2,900 | $493 | 12/31/2023 | JPM | 2,900 | $493 | 12/31/2023 | Allen Wealth Management LLC | 2,892 | $492 | 12/31/2023 | JPM | 2,892 | $492 | 12/31/2023 | Bridgeworth LLC | 2,888 | $491 | 12/31/2023 | JPM | 2,888 | $491 | 12/31/2023 | Westwood Wealth Management | 2,887 | $491 | 12/31/2023 | JPM | 2,887 | $491 | 12/31/2023 | Point72 Europe London LLP | 2,880 | $490 | 12/31/2023 | JPM | 2,880 | $490 | 12/31/2023 | Murphy Pohlad Asset Management LLC | 2,440 | $489 | 03/31/2024 | JPM | 2,440 | $489 | 03/31/2024 | Greytown Advisors Inc. | 2,871 | $488 | 12/31/2023 | JPM | 2,871 | $488 | 12/31/2023 | Jacobs & Co. CA | 2,424 | $485 | 03/31/2024 | JPM | 2,424 | $485 | 03/31/2024 | Wealth Advisors of Iowa LLC | 2,844 | $484 | 12/31/2023 | JPM | 2,844 | $484 | 12/31/2023 | Clarity Capital Partners LLC | 2,846 | $484 | 12/31/2023 | JPM | 2,846 | $484 | 12/31/2023 | Alyeska Investment Group L.P. | 2,841 | $483 | 12/31/2023 | JPM | 2,841 | $483 | 12/31/2023 | Vawter Financial Ltd. | 2,842 | $483 | 12/31/2023 | JPM | 2,842 | $483 | 12/31/2023 | Sequent Asset Management LLC | 2,406 | $482 | 03/31/2024 | JPM | 2,406 | $482 | 03/31/2024 | Moody Aldrich Partners LLC | 2,828 | $481 | 12/31/2023 | JPM | 2,828 | $481 | 12/31/2023 | Alliance Wealth Advisors LLC UT | 2,827 | $481 | 12/31/2023 | JPM | 2,827 | $481 | 12/31/2023 | Kure Advisory LLC | 2,802 | $477 | 12/31/2023 | JPM | 2,802 | $477 | 12/31/2023 | Cherrydale Wealth Management LLC | 2,370 | $475 | 03/31/2024 | JPM | 2,370 | $475 | 03/31/2024 | Trust Co. of Oklahoma | 2,362 | $473 | 03/31/2024 | JPM | 2,362 | $473 | 03/31/2024 | Sciencast Management LP | 2,782 | $473 | 12/31/2023 | JPM | 2,782 | $473 | 12/31/2023 | Integris Wealth Management LLC | 2,778 | $473 | 12/31/2023 | JPM | 2,778 | $473 | 12/31/2023 | Horizon Bancorp Inc. IN | 2,354 | $472 | 03/31/2024 | JPM | 2,354 | $472 | 03/31/2024 | Marshall Financial Group LLC | 2,349 | $470 | 03/31/2024 | JPM | 2,349 | $470 | 03/31/2024 | Summitry LLC | 2,763 | $470 | 12/31/2023 | JPM | 2,763 | $470 | 12/31/2023 | Cooper Haims Advisors LLC | 2,761 | $470 | 12/31/2023 | JPM | 2,761 | $470 | 12/31/2023 | Sepio Capital LP | 2,750 | $468 | 12/31/2023 | JPM | 2,750 | $468 | 12/31/2023 | Thrive Capital Management LLC | 2,746 | $467 | 12/31/2023 | JPM | 2,746 | $467 | 12/31/2023 | Tamar Securities LLC | 2,742 | $466 | 12/31/2023 | JPM | 2,742 | $466 | 12/31/2023 | Reik & CO. LLC | 2,732 | $465 | 12/31/2023 | JPM | 2,732 | $465 | 12/31/2023 | USA Financial Portformulas Corp | 2,727 | $464 | 12/31/2023 | JPM | 2,727 | $464 | 12/31/2023 | Merriman Wealth Management LLC | 2,702 | $460 | 12/31/2023 | JPM | 2,702 | $460 | 12/31/2023 | Wescott Financial Advisory Group LLC | 2,702 | $460 | 12/31/2023 | JPM | 2,702 | $460 | 12/31/2023 | Tcwp LLC | 2,707 | $460 | 12/31/2023 | JPM | 2,707 | $460 | 12/31/2023 | Ocean Capital Management LLC | 2,700 | $459 | 12/31/2023 | JPM | 2,700 | $459 | 12/31/2023 | Arbor Investment Advisors LLC | 2,281 | $457 | 03/31/2024 | JPM | 2,281 | $457 | 03/31/2024 | Silver Coast Investments LLC | 2,679 | $456 | 12/31/2023 | JPM | 2,679 | $456 | 12/31/2023 | Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $455 | 12/31/2023 | JPM | 2,677 | $455 | 12/31/2023 | Heritage Financial Services LLC | 2,669 | $454 | 12/31/2023 | JPM | 2,669 | $454 | 12/31/2023 | Albert D Mason Inc. | 2,255 | $452 | 03/31/2024 | JPM | 2,255 | $452 | 03/31/2024 | Intrinsic Value Partners LLC | 2,257 | $452 | 03/31/2024 | JPM | 2,257 | $452 | 03/31/2024 | Clay Northam Wealth Management LLC | 2,257 | $452 | 03/31/2024 | JPM | 2,257 | $452 | 03/31/2024 | Peninsula Wealth LLC | 2,656 | $452 | 12/31/2023 | JPM | 2,656 | $452 | 12/31/2023 | Heritage Wealth Partners LLC | 2,656 | $452 | 12/31/2023 | JPM | 2,656 | $452 | 12/31/2023 | Financial Enhancement Group LLC | 2,465 | $451 | 03/31/2024 | JPM | 2,465 | $451 | 03/31/2024 | GW&K Investment Management LLC | 2,653 | $451 | 12/31/2023 | JPM | 2,653 | $451 | 12/31/2023 | Tandem Investment Advisors Inc. | 2,643 | $450 | 12/31/2023 | JPM | 2,643 | $450 | 12/31/2023 | Alpha Financial Partners LLC | 2,642 | $449 | 12/31/2023 | JPM | 2,642 | $449 | 12/31/2023 | Permit Capital LLC | 2,625 | $447 | 12/31/2023 | JPM | 2,625 | $447 | 12/31/2023 | Islay Capital Management LLC | 2,625 | $447 | 12/31/2023 | JPM | 2,625 | $447 | 12/31/2023 | Brown Wealth Management LLC | 2,629 | $447 | 12/31/2023 | JPM | 2,629 | $447 | 12/31/2023 | Integrity Financial Corp WA | 2,622 | $446 | 12/31/2023 | JPM | 2,622 | $446 | 12/31/2023 | Prospect Financial Services LLC | 2,221 | $445 | 03/31/2024 | JPM | 2,221 | $445 | 03/31/2024 | Index Fund Advisors Inc. | 2,615 | $445 | 12/31/2023 | JPM | 2,615 | $445 | 12/31/2023 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 2,612 | $444 | 12/31/2023 | JPM | 2,612 | $444 | 12/31/2023 | CGC Financial Services LLC | 2,210 | $443 | 03/31/2024 | JPM | 2,210 | $443 | 03/31/2024 | Prosperity Wealth Management Inc. | 2,606 | $443 | 12/31/2023 | JPM | 2,606 | $443 | 12/31/2023 | Norwood Financial Corp | 2,207 | $442 | 03/31/2024 | JPM | 2,207 | $442 | 03/31/2024 | AIMZ Investment Advisors LLC | 2,589 | $440 | 12/31/2023 | JPM | 2,589 | $440 | 12/31/2023 | Southern Capital Advisors LLC | 2,585 | $440 | 12/31/2023 | JPM | 2,585 | $440 | 12/31/2023 | Whitaker Myers Wealth Managers LTD. | 2,192 | $439 | 03/31/2024 | JPM | 2,192 | $439 | 03/31/2024 | Vertex Planning Partners LLC | 2,581 | $439 | 12/31/2023 | JPM | 2,581 | $439 | 12/31/2023 | Dock Street Asset Management Inc. | 2,570 | $437 | 12/31/2023 | JPM | 2,570 | $437 | 12/31/2023 | ICW Investment Advisors LLC | 2,569 | $437 | 12/31/2023 | JPM | 2,569 | $437 | 12/31/2023 | New World Advisors LLC | 2,176 | $436 | 03/31/2024 | JPM | 2,176 | $436 | 03/31/2024 | CarsonAllaria Wealth Management Ltd. | 2,564 | $436 | 12/31/2023 | JPM | 2,564 | $436 | 12/31/2023 | Dupree Financial Group LLC | 2,173 | $435 | 03/31/2024 | JPM | 2,173 | $435 | 03/31/2024 | Garrison Asset Management LLC | 2,560 | $435 | 12/31/2023 | JPM | 2,560 | $435 | 12/31/2023 | SFG Wealth Management LLC. | 2,557 | $435 | 12/31/2023 | JPM | 2,557 | $435 | 12/31/2023 | Compton Financial Group LLC | 2,165 | $434 | 03/31/2024 | JPM | 2,165 | $434 | 03/31/2024 | CLARET ASSET MANAGEMENT Corp | 2,539 | $432 | 12/31/2023 | JPM | 2,539 | $432 | 12/31/2023 | Horizon Kinetics Asset Management LLC | 2,535 | $431 | 12/31/2023 | JPM | 2,535 | $431 | 12/31/2023 | Echo45 Advisors LLC | 2,146 | $430 | 03/31/2024 | JPM | 2,146 | $430 | 03/31/2024 | Lanham O Dell & Company Inc. | 2,526 | $430 | 12/31/2023 | JPM | 2,526 | $430 | 12/31/2023 | Catalyst Private Wealth LLC | 2,140 | $429 | 03/31/2024 | JPM | 2,140 | $429 | 03/31/2024 | Lathrop Investment Management Corp | 2,519 | $429 | 12/31/2023 | JPM | 2,519 | $429 | 12/31/2023 | American Financial Advisors LLC | 2,135 | $428 | 03/31/2024 | JPM | 2,135 | $428 | 03/31/2024 | MGO Private Wealth LLC | 2,120 | $425 | 03/31/2024 | JPM | 2,120 | $425 | 03/31/2024 | Charles Schwab Investment Advisory Inc. | 2,500 | $425 | 12/31/2023 | JPM | 2,500 | $425 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 2,488 | $424 | 12/31/2023 | JPM | 2,488 | $424 | 12/31/2023 | Wedgewood Investors Inc. PA | 2,491 | $424 | 12/31/2023 | JPM | 2,491 | $424 | 12/31/2023 | Arnhold LLC | 2,492 | $424 | 12/31/2023 | JPM | 2,492 | $424 | 12/31/2023 | Carmel Capital Partners LLC | 2,488 | $423 | 12/31/2023 | JPM | 2,488 | $423 | 12/31/2023 | Exeter Financial LLC | 2,158 | $422 | 03/31/2024 | JPM | 2,158 | $422 | 03/31/2024 | Mascoma Wealth Management LLC | 2,473 | $421 | 12/31/2023 | JPM | 2,473 | $421 | 12/31/2023 | S&T Bank | 2,466 | $420 | 12/31/2023 | JPM | 2,466 | $420 | 12/31/2023 | Tucker Asset Management LLC | | $419 | 12/31/2023 | JPM | 2,386 | $406 | 12/31/2023 | CERTIFICATE DEPOSIT | 10,000 | $10 | 12/31/2023 | CORPORATE BONDS | 3,000 | $3 | 12/31/2023 | Vance Wealth Inc. | 2,458 | $418 | 12/31/2023 | JPM | 2,458 | $418 | 12/31/2023 | Requisite Capital Management LLC | 2,080 | $417 | 03/31/2024 | JPM | 2,080 | $417 | 03/31/2024 | Covey Capital Advisors LLC | 2,450 | $417 | 12/31/2023 | JPM | 2,450 | $417 | 12/31/2023 | Krueger & Catalano Capital Partners LLC | 2,076 | $416 | 03/31/2024 | JPM | 2,076 | $416 | 03/31/2024 | Mezzasalma Advisors LLC | 2,078 | $416 | 03/31/2024 | JPM | 2,078 | $416 | 03/31/2024 | Worth Asset Management LLC | 2,079 | $416 | 03/31/2024 | JPM | 2,079 | $416 | 03/31/2024 | KFA Private Wealth Group LLC | 2,434 | $414 | 12/31/2023 | JPM | 2,434 | $414 | 12/31/2023 | Hobbs Group Advisors LLC | 2,435 | $414 | 12/31/2023 | JPM | 2,435 | $414 | 12/31/2023 | Lifeworks Advisors LLC | 2,426 | $413 | 12/31/2023 | JPM | 2,426 | $413 | 12/31/2023 | Rice Hall James & Associates LLC | 2,058 | $412 | 03/31/2024 | JPM | 2,058 | $412 | 03/31/2024 | Skyline Advisors Inc. | 2,056 | $412 | 03/31/2024 | JPM | 2,056 | $412 | 03/31/2024 | BIP Wealth LLC | 2,408 | $410 | 12/31/2023 | JPM | 2,408 | $410 | 12/31/2023 | Kraematon Investment Advisors Inc. | 2,409 | $410 | 12/31/2023 | JPM | 2,409 | $410 | 12/31/2023 | SP Asset Management LLC | 2,408 | $410 | 12/31/2023 | JPM | 2,408 | $410 | 12/31/2023 | Francis Financial Inc. | 2,042 | $409 | 03/31/2024 | JPM | 2,042 | $409 | 03/31/2024 | Goepper Burkhardt LLC | 2,335 | $409 | 12/31/2023 | JPM | 2,335 | $409 | 12/31/2023 | Arcadia Investment Management Corp MI | 2,038 | $408 | 03/31/2024 | JPM | 2,038 | $408 | 03/31/2024 | Fox Run Management L.L.C. | 2,389 | $406 | 12/31/2023 | JPM | 2,389 | $406 | 12/31/2023 | Truvestments Capital LLC | 2,388 | $406 | 12/31/2023 | JPM | 2,388 | $406 | 12/31/2023 | SilverOak Wealth Management LLC | 2,386 | $406 | 12/31/2023 | JPM | 2,386 | $406 | 12/31/2023 | VCI Wealth Management LLC | 2,384 | $406 | 12/31/2023 | JPM | 2,384 | $406 | 12/31/2023 | Level Financial Advisors Inc. | 2,023 | $405 | 03/31/2024 | JPM | 2,023 | $405 | 03/31/2024 | Machina Capital S.A.S. | 2,380 | $405 | 12/31/2023 | JPM | 2,380 | $405 | 12/31/2023 | Indie Asset Partners LLC | 2,378 | $405 | 12/31/2023 | JPM | 2,378 | $405 | 12/31/2023 | Elwood & Goetz Wealth Advisory Group LLC | 2,018 | $404 | 03/31/2024 | JPM | 2,018 | $404 | 03/31/2024 | Penn Davis Mcfarland Inc. | 2,373 | $404 | 12/31/2023 | JPM | 2,373 | $404 | 12/31/2023 | Marotta Asset Management | 2,005 | $402 | 03/31/2024 | JPM | 2,005 | $402 | 03/31/2024 | TCP Asset Management LLC | 2,009 | $402 | 03/31/2024 | JPM | 2,009 | $402 | 03/31/2024 | Solano Wealth Management Inc. | 2,363 | $402 | 12/31/2023 | JPM | 2,363 | $402 | 12/31/2023 | Custom Index Systems LLC | 2,362 | $402 | 12/31/2023 | JPM | 2,362 | $402 | 12/31/2023 | Wealthgate Family Office LLC | 2,360 | $401 | 12/31/2023 | JPM | 2,360 | $401 | 12/31/2023 | TAGStone Capital Inc. | 2,359 | $401 | 12/31/2023 | JPM | 2,359 | $401 | 12/31/2023 | Blackston Financial Advisory Group LLC | 2,360 | $401 | 12/31/2023 | JPM | 2,360 | $401 | 12/31/2023 | McGowan Group Asset Management Inc. | 2,353 | $400 | 12/31/2023 | JPM | 2,353 | $400 | 12/31/2023 | Navis Wealth Advisors LLC | 2,349 | $400 | 12/31/2023 | JPM | 2,349 | $400 | 12/31/2023 | Westshore Wealth LLC | 2,347 | $399 | 12/31/2023 | JPM | 2,347 | $399 | 12/31/2023 | Planned Solutions Inc. | 2,343 | $399 | 12/31/2023 | JPM | 2,343 | $399 | 12/31/2023 | Foundation Wealth Management LLC | 2,347 | $399 | 12/31/2023 | JPM | 2,347 | $399 | 12/31/2023 | Wilson & Boucher Capital Management LLC | 2,340 | $398 | 12/31/2023 | JPM | 2,340 | $398 | 12/31/2023 | Compass Financial Group INC SD | 1,982 | $397 | 03/31/2024 | JPM | 1,982 | $397 | 03/31/2024 | Tacita Capital Inc | 2,332 | $397 | 12/31/2023 | JPM | 2,332 | $397 | 12/31/2023 | Pine Harbor Wealth Management LLC | 2,322 | $395 | 12/31/2023 | JPM | 2,322 | $395 | 12/31/2023 | JMG Financial Group Ltd. | 2,315 | $394 | 12/31/2023 | JPM | 2,315 | $394 | 12/31/2023 | T. Rowe Price Investment Management Inc. | 2,314 | $394 | 12/31/2023 | JPM | 2,314 | $394 | 12/31/2023 | Strategic Financial Concepts LLC | 1,962 | $393 | 03/31/2024 | JPM | 1,962 | $393 | 03/31/2024 | Krane Funds Advisors LLC | 1,966 | $392 | 03/31/2024 | JPM | 1,966 | $392 | 03/31/2024 | C M Bidwell & Associates Ltd. | 2,306 | $392 | 12/31/2023 | JPM | 2,306 | $392 | 12/31/2023 | Zevin Asset Management LLC | 2,304 | $392 | 12/31/2023 | JPM | 2,304 | $392 | 12/31/2023 | J.Safra Asset Management Corp | 2,296 | $391 | 12/31/2023 | JPM | 2,296 | $391 | 12/31/2023 | Bernardo Wealth Planning LLC | 2,298 | $391 | 12/31/2023 | JPM | 2,298 | $391 | 12/31/2023 | Somerville Kurt F | 2,294 | $390 | 12/31/2023 | JPM | 2,294 | $390 | 12/31/2023 | BEAM Asset Management LLC | 2,294 | $390 | 12/31/2023 | JPM | 2,294 | $390 | 12/31/2023 | Private Wealth Management Group LLC | 2,294 | $390 | 12/31/2023 | JPM | 2,294 | $390 | 12/31/2023 | BCS Wealth Management | 1,936 | $388 | 03/31/2024 | JPM | 1,936 | $388 | 03/31/2024 | EdgeRock Capital LLC | 2,220 | $388 | 12/31/2023 | JPM | 2,220 | $388 | 12/31/2023 | Luken Investment Analytics LLC | 1,932 | $387 | 03/31/2024 | JPM | 1,932 | $387 | 03/31/2024 | Madison Park Capital Advisors LLC | 1,931 | $387 | 03/31/2024 | JPM | 1,931 | $387 | 03/31/2024 | Security National Bank of Sioux City Iowa IA | 2,273 | $387 | 12/31/2023 | JPM | 2,273 | $387 | 12/31/2023 | Facet Wealth Inc. | 2,210 | $387 | 12/31/2023 | JPM | 2,210 | $387 | 12/31/2023 | Tarbox Family Office Inc. | 1,926 | $386 | 03/31/2024 | JPM | 1,926 | $386 | 03/31/2024 | Signature Wealth Management Group | 2,080 | $386 | 03/31/2024 | JPM | 2,080 | $386 | 03/31/2024 | Builder Investment Group Inc. ADV | 2,270 | $386 | 12/31/2023 | JPM | 2,270 | $386 | 12/31/2023 | Richwood Investment Advisors LLC | 2,268 | $386 | 12/31/2023 | JPM | 2,268 | $386 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 1,917 | $384 | 03/31/2024 | JPM | 1,917 | $384 | 03/31/2024 | jvl associates llc | 1,911 | $383 | 03/31/2024 | JPM | 1,911 | $383 | 03/31/2024 | CapWealth Advisors LLC | 2,252 | $383 | 12/31/2023 | JPM | 2,252 | $383 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 2,254 | $383 | 12/31/2023 | JPM | 2,254 | $383 | 12/31/2023 | Garner Asset Management Corp | 2,192 | $381 | 12/31/2023 | JPM | 2,192 | $381 | 12/31/2023 | Actinver Wealth Management Inc. | 2,238 | $381 | 12/31/2023 | JPM | 2,238 | $381 | 12/31/2023 | Sage Capital Advisors llc | 1,894 | $379 | 03/31/2024 | JPM | 1,894 | $379 | 03/31/2024 | Vishria Bird Financial Group LLC | 1,887 | $378 | 03/31/2024 | JPM | 1,887 | $378 | 03/31/2024 | Denver Wealth Management Inc. | 1,886 | $378 | 03/31/2024 | JPM | 1,886 | $378 | 03/31/2024 | Marshall Financial Group Inc. ADV | 2,222 | $378 | 12/31/2023 | JPM | 2,222 | $378 | 12/31/2023 | Delap Wealth Advisory LLC | 2,225 | $378 | 12/31/2023 | JPM | 2,225 | $378 | 12/31/2023 | OMNI 360 Wealth Inc. | 1,884 | $377 | 03/31/2024 | JPM | 1,884 | $377 | 03/31/2024 | Roth Financial Partners LLC | 1,877 | $376 | 03/31/2024 | JPM | 1,877 | $376 | 03/31/2024 | Gitterman Wealth Management LLC | 2,213 | $376 | 12/31/2023 | JPM | 2,213 | $376 | 12/31/2023 | Hutchinson Capital Management CA | 2,206 | $375 | 12/31/2023 | JPM | 2,206 | $375 | 12/31/2023 | Knuff & Co LLC | 2,202 | $375 | 12/31/2023 | JPM | 2,202 | $375 | 12/31/2023 | Cultivar Capital Inc. | 2,200 | $374 | 12/31/2023 | JPM | 2,200 | $374 | 12/31/2023 | Atwater Malick LLC | 1,861 | $373 | 03/31/2024 | JPM | 1,861 | $373 | 03/31/2024 | RWM Asset Management LLC | 1,863 | $373 | 03/31/2024 | JPM | 1,863 | $373 | 03/31/2024 | Darwin Advisors LLC | 2,194 | $373 | 12/31/2023 | JPM | 2,194 | $373 | 12/31/2023 | Summit Wealth Group LLC | 2,190 | $373 | 12/31/2023 | JPM | 2,190 | $373 | 12/31/2023 | Global Strategic Investment Solutions LLC | 2,184 | $372 | 12/31/2023 | JPM | 2,184 | $372 | 12/31/2023 | Hillsdale Investment Management Inc. | 2,180 | $371 | 12/31/2023 | JPM | 2,180 | $371 | 12/31/2023 | Intelligence Driven Advisers LLC | 2,126 | $371 | 12/31/2023 | JPM | 2,126 | $371 | 12/31/2023 | MBE Wealth Management LLC | 1,849 | $370 | 03/31/2024 | JPM | 1,849 | $370 | 03/31/2024 | Interchange Capital Partners LLC | 2,176 | $370 | 12/31/2023 | JPM | 2,176 | $370 | 12/31/2023 | Waterford Advisors LLC | 2,167 | $369 | 12/31/2023 | JPM | 2,167 | $369 | 12/31/2023 | Smith & Howard Wealth Management LLC | 1,837 | $368 | 03/31/2024 | JPM | 1,837 | $368 | 03/31/2024 | Morse Asset Management Inc | 2,164 | $368 | 12/31/2023 | JPM | 2,164 | $368 | 12/31/2023 | Axim Planning & Wealth | 1,833 | $367 | 03/31/2024 | JPM | 1,833 | $367 | 03/31/2024 | Chickasaw Capital Management LLC | 1,826 | $366 | 03/31/2024 | JPM | 1,826 | $366 | 03/31/2024 | Pennsylvania Capital Management Inc. ADV | 2,154 | $366 | 12/31/2023 | JPM | 2,154 | $366 | 12/31/2023 | Boothbay Fund Management LLC | 2,148 | $365 | 12/31/2023 | JPM | 2,148 | $365 | 12/31/2023 | Willow Creek Wealth Management Inc. | 2,146 | $365 | 12/31/2023 | JPM | 2,146 | $365 | 12/31/2023 | Capital Management Associates Inc | 2,147 | $365 | 12/31/2023 | JPM | 2,147 | $365 | 12/31/2023 | Kaizen Financial Strategies | 2,142 | $364 | 12/31/2023 | JPM | 2,142 | $364 | 12/31/2023 | Websterrogers Financial Advisors LLC | 2,136 | $363 | 12/31/2023 | JPM | 2,136 | $363 | 12/31/2023 | Cherry Creek Investment Advisors Inc. | 1,805 | $362 | 03/31/2024 | JPM | 1,805 | $362 | 03/31/2024 | Nalls Sherbakoff Group LLC | 2,108 | $359 | 12/31/2023 | JPM | 2,108 | $359 | 12/31/2023 | Roble Belko & Company Inc | 1,786 | $358 | 03/31/2024 | JPM | 1,786 | $358 | 03/31/2024 | Covestor Ltd | 2,097 | $358 | 12/31/2023 | JPM | 2,097 | $358 | 12/31/2023 | Riverview Capital Advisers LLC | 2,105 | $358 | 12/31/2023 | JPM | 2,105 | $358 | 12/31/2023 | Detalus Advisors LLC | 1,782 | $357 | 03/31/2024 | JPM | 1,782 | $357 | 03/31/2024 | American Institute for Advanced Investment Management LLP | 1,781 | $357 | 03/31/2024 | JPM | 1,781 | $357 | 03/31/2024 | Axiom Financial Strategies LLC | 2,100 | $357 | 12/31/2023 | JPM | 2,100 | $357 | 12/31/2023 | Waller Financial Planning Group Inc. | 1,779 | $356 | 03/31/2024 | JPM | 1,779 | $356 | 03/31/2024 | Beacon Capital Management LLC | 2,091 | $356 | 12/31/2023 | JPM | 2,091 | $356 | 12/31/2023 | Kiely Wealth Advisory Group Inc. | 2,063 | $356 | 12/31/2023 | JPM | 2,063 | $356 | 12/31/2023 | Beacon Investment Advisors LLC | 2,089 | $355 | 12/31/2023 | JPM | 2,089 | $355 | 12/31/2023 | Tower Wealth Partners Inc. | 1,767 | $354 | 03/31/2024 | JPM | 1,767 | $354 | 03/31/2024 | Sherbrooke Park Advisers LLC | 2,081 | $354 | 12/31/2023 | JPM | 2,081 | $354 | 12/31/2023 | Sprinkle Financial Consultants LLC | 2,082 | $354 | 12/31/2023 | JPM | 2,082 | $354 | 12/31/2023 | Verus Financial Partners Inc. | 2,048 | $353 | 12/31/2023 | JPM | 2,048 | $353 | 12/31/2023 | Clean Yield Group | 2,078 | $353 | 12/31/2023 | JPM | 2,078 | $353 | 12/31/2023 | David J Yvars Group | 1,757 | $352 | 03/31/2024 | JPM | 1,757 | $352 | 03/31/2024 | Bell Investment Advisors Inc | 2,068 | $352 | 12/31/2023 | JPM | 2,068 | $352 | 12/31/2023 | American Planning Services Inc. | 2,069 | $352 | 12/31/2023 | JPM | 2,069 | $352 | 12/31/2023 | Sykon Capital LLC | 2,071 | $352 | 12/31/2023 | JPM | 2,071 | $352 | 12/31/2023 | Von Berge Wealth Management Group LLC | 1,753 | $351 | 03/31/2024 | JPM | 1,753 | $351 | 03/31/2024 | Conestoga Capital Advisors LLC | 2,066 | $351 | 12/31/2023 | JPM | 2,066 | $351 | 12/31/2023 | WESPAC Advisors LLC | 1,745 | $350 | 03/31/2024 | JPM | 1,745 | $350 | 03/31/2024 | Raymond James Trust CO. of NH | 1,746 | $350 | 03/31/2024 | JPM | 1,746 | $350 | 03/31/2024 | North Ridge Wealth Advisors Inc. | 1,736 | $348 | 03/31/2024 | JPM | 1,736 | $348 | 03/31/2024 | Inspire Advisors LLC | 2,049 | $348 | 12/31/2023 | JPM | 2,049 | $348 | 12/31/2023 | Capital Planning LLC | 1,730 | $347 | 03/31/2024 | JPM | 1,730 | $347 | 03/31/2024 | Elequin Capital LP | 2,040 | $347 | 12/31/2023 | JPM | 2,040 | $347 | 12/31/2023 | Encompass Wealth Advisors LLC | 2,041 | $347 | 12/31/2023 | JPM | 2,041 | $347 | 12/31/2023 | WorthPointe LLC | 2,039 | $347 | 12/31/2023 | JPM | 2,039 | $347 | 12/31/2023 | Three Bridge Wealth Advisors LLC | 2,040 | $347 | 12/31/2023 | JPM | 2,040 | $347 | 12/31/2023 | Oxinas Partners Wealth Management LLC | 1,712 | $343 | 03/31/2024 | JPM | 1,712 | $343 | 03/31/2024 | Twin Peaks Wealth Advisors LLC | 1,714 | $343 | 03/31/2024 | JPM | 1,714 | $343 | 03/31/2024 | Chelsea Counsel Co. | 2,019 | $343 | 12/31/2023 | JPM | 2,019 | $343 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 2,005 | $341 | 12/31/2023 | JPM | 2,005 | $341 | 12/31/2023 | Columbus Macro LLC | 1,699 | $340 | 03/31/2024 | JPM | 1,699 | $340 | 03/31/2024 | Alethea Capital Management LLC | 2,000 | $340 | 12/31/2023 | JPM | 2,000 | $340 | 12/31/2023 | ADE LLC | 1,692 | $339 | 03/31/2024 | JPM | 1,692 | $339 | 03/31/2024 | Obsidian Personal Planning Solutions LLC | 1,994 | $339 | 12/31/2023 | JPM | 1,994 | $339 | 12/31/2023 | Riversedge Advisors LLC | 1,982 | $337 | 12/31/2023 | JPM | 1,982 | $337 | 12/31/2023 | Palo Alto Wealth Advisors LLC | 1,983 | $337 | 12/31/2023 | JPM | 1,983 | $337 | 12/31/2023 | One Day In July LLC | 1,974 | $336 | 12/31/2023 | JPM | 1,974 | $336 | 12/31/2023 | Warwick Investment Management Inc. | 1,977 | $336 | 12/31/2023 | JPM | 1,977 | $336 | 12/31/2023 | Disciplined Investments LLC | 1,670 | $335 | 03/31/2024 | JPM | 1,670 | $335 | 03/31/2024 | Sterling Financial Group Inc. | 1,671 | $335 | 03/31/2024 | JPM | 1,671 | $335 | 03/31/2024 | DAGCO Inc. | 1,972 | $335 | 12/31/2023 | JPM | 1,972 | $335 | 12/31/2023 | Dynamic Wealth Strategies LLC | 1,972 | $335 | 12/31/2023 | JPM | 1,972 | $335 | 12/31/2023 | Horizon Family Wealth Inc. | 1,969 | $335 | 12/31/2023 | JPM | 1,969 | $335 | 12/31/2023 | Clarkston Capital Partners LLC | 1,966 | $334 | 12/31/2023 | JPM | 1,966 | $334 | 12/31/2023 | Mustard Seed Financial LLC | 1,663 | $333 | 03/31/2024 | JPM | 1,663 | $333 | 03/31/2024 | Kearns & Associates LLC | 1,960 | $333 | 12/31/2023 | JPM | 1,960 | $333 | 12/31/2023 | Wealthspan Partners LLC | 1,952 | $332 | 12/31/2023 | JPM | 1,952 | $332 | 12/31/2023 | David R. Rahn & Associates Inc. | 1,653 | $331 | 03/31/2024 | JPM | 1,653 | $331 | 03/31/2024 | Centiva Capital LP | | $331 | 12/31/2023 | Put | 40,000 | $6,804 | 12/31/2023 | Call | 25,000 | $4,252 | 12/31/2023 | JPM | 16,947 | $2,883 | 12/31/2023 | MPS Loria Financial Planners LLC | 1,648 | $330 | 03/31/2024 | JPM | 1,648 | $330 | 03/31/2024 | Rebalance LLC | 1,650 | $330 | 03/31/2024 | JPM | 1,650 | $330 | 03/31/2024 | Graham Capital Wealth Management LLC | 1,650 | $330 | 03/31/2024 | JPM | 1,650 | $330 | 03/31/2024 | EWA LLC | 1,882 | $329 | 12/31/2023 | JPM | 1,882 | $329 | 12/31/2023 | Etfidea LLC | 1,937 | $329 | 12/31/2023 | JPM | 1,937 | $329 | 12/31/2023 | Matthew Goff Investment Advisor LLC | 1,640 | $328 | 03/31/2024 | JPM | 1,640 | $328 | 03/31/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 1,928 | $328 | 12/31/2023 | JPM | 1,928 | $328 | 12/31/2023 | Campbell Wealth Management | 1,930 | $328 | 12/31/2023 | JPM | 1,930 | $328 | 12/31/2023 | Operose Advisors LLC | 1,931 | $328 | 12/31/2023 | JPM | 1,931 | $328 | 12/31/2023 | Breed s Hill Capital LLC | 1,930 | $328 | 12/31/2023 | JPM | 1,930 | $328 | 12/31/2023 | TFB Advisors LLC | 1,928 | $328 | 12/31/2023 | JPM | 1,928 | $328 | 12/31/2023 | FSA Wealth Management LLC | 1,923 | $327 | 12/31/2023 | JPM | 1,923 | $327 | 12/31/2023 | Northstar Advisory Group LLC | 1,918 | $326 | 12/31/2023 | JPM | 1,918 | $326 | 12/31/2023 | Kinloch Capital LLC | 1,908 | $325 | 12/31/2023 | JPM | 1,908 | $325 | 12/31/2023 | Redwood Wealth Management Group LLC | 1,910 | $325 | 12/31/2023 | JPM | 1,910 | $325 | 12/31/2023 | Toth Financial Advisory Corp | 1,619 | $324 | 03/31/2024 | JPM | 1,619 | $324 | 03/31/2024 | Shilanski & Associates Inc. | 1,619 | $324 | 03/31/2024 | JPM | 1,619 | $324 | 03/31/2024 | Resource Planning Group | 1,902 | $324 | 12/31/2023 | JPM | 1,902 | $324 | 12/31/2023 | Crestone Asset Management LLC | 1,900 | $323 | 12/31/2023 | JPM | 1,900 | $323 | 12/31/2023 | BlueChip Wealth Advisors LLC | 1,901 | $323 | 12/31/2023 | JPM | 1,901 | $323 | 12/31/2023 | Centennial Wealth Advisory LLC | 1,608 | $322 | 03/31/2024 | JPM | 1,608 | $322 | 03/31/2024 | Front Street Capital Management Inc. | 1,894 | $322 | 12/31/2023 | JPM | 1,894 | $322 | 12/31/2023 | Manchester Financial Inc. | 1,601 | $321 | 03/31/2024 | JPM | 1,601 | $321 | 03/31/2024 | Riverstone Advisors LLC | 1,879 | $320 | 12/31/2023 | JPM | 1,879 | $320 | 12/31/2023 | Tandem Wealth Advisors LLC | 1,880 | $320 | 12/31/2023 | JPM | 1,880 | $320 | 12/31/2023 | Jackson Thornton Asset Management LLC | 1,884 | $320 | 12/31/2023 | JPM | 1,884 | $320 | 12/31/2023 | KFG Wealth Management LLC | 1,594 | $319 | 03/31/2024 | JPM | 1,594 | $319 | 03/31/2024 | McDonough Capital Management Inc | 1,881 | $319 | 12/31/2023 | JPM | 1,881 | $319 | 12/31/2023 | Shira Ridge Wealth Management | 1,588 | $318 | 03/31/2024 | JPM | 1,588 | $318 | 03/31/2024 | Adams Wealth Management | 1,869 | $318 | 12/31/2023 | JPM | 1,869 | $318 | 12/31/2023 | Ruedi Wealth Management Inc. | 1,867 | $318 | 12/31/2023 | JPM | 1,867 | $318 | 12/31/2023 | Veritas Investment Partners UK Ltd. | 1,862 | $317 | 12/31/2023 | JPM | 1,862 | $317 | 12/31/2023 | TMD Wealth Management LLC | 1,862 | $317 | 12/31/2023 | JPM | 1,862 | $317 | 12/31/2023 | Arcus Capital Partners LLC | 1,571 | $315 | 03/31/2024 | JPM | 1,571 | $315 | 03/31/2024 | Defender Capital LLC. | 1,849 | $315 | 12/31/2023 | JPM | 1,849 | $315 | 12/31/2023 | Motive Wealth Advisors | 1,851 | $315 | 12/31/2023 | JPM | 1,851 | $315 | 12/31/2023 | ACT Wealth Management LLC | 1,570 | $314 | 03/31/2024 | JPM | 1,570 | $314 | 03/31/2024 | Schiavi & Co LLC | 1,847 | $314 | 12/31/2023 | JPM | 1,847 | $314 | 12/31/2023 | HFR Wealth Management LLC | 1,845 | $314 | 12/31/2023 | JPM | 1,845 | $314 | 12/31/2023 | Paragon Private Wealth Management LLC | 1,844 | $314 | 12/31/2023 | JPM | 1,844 | $314 | 12/31/2023 | Capital Market Strategies LLC | 1,557 | $312 | 03/31/2024 | JPM | 1,557 | $312 | 03/31/2024 | Smith Shellnut Wilson LLC ADV | 1,832 | $312 | 12/31/2023 | JPM | 1,832 | $312 | 12/31/2023 | Van Leeuwen & Company LLC | 1,835 | $312 | 12/31/2023 | JPM | 1,835 | $312 | 12/31/2023 | Paragon Financial Partners Inc. | 1,555 | $311 | 03/31/2024 | JPM | 1,555 | $311 | 03/31/2024 | Alpine Global Management LLC | 1,831 | $311 | 12/31/2023 | JPM | 1,831 | $311 | 12/31/2023 | Vista Private Wealth Partners. LLC | 1,803 | $310 | 12/31/2023 | JPM | 1,803 | $310 | 12/31/2023 | Sanchez Wealth Management Group | 1,819 | $309 | 12/31/2023 | JPM | 1,819 | $309 | 12/31/2023 | Ameraudi Asset Management Inc. | 1,816 | $309 | 12/31/2023 | JPM | 1,816 | $309 | 12/31/2023 | Financial Advisors Network Inc. | 1,810 | $308 | 12/31/2023 | JPM | 1,810 | $308 | 12/31/2023 | Flynn Zito Capital Management LLC | 1,811 | $308 | 12/31/2023 | JPM | 1,811 | $308 | 12/31/2023 | Boyd Wealth Management LLC | 1,527 | $306 | 03/31/2024 | JPM | 1,527 | $306 | 03/31/2024 | IronBridge Private Wealth LLC | 1,794 | $305 | 12/31/2023 | JPM | 1,794 | $305 | 12/31/2023 | Sage Financial Management Group Inc. | 1,787 | $304 | 12/31/2023 | JPM | 1,787 | $304 | 12/31/2023 | Traction Financial Partners LLC | 1,786 | $304 | 12/31/2023 | JPM | 1,786 | $304 | 12/31/2023 | Sebold Capital Management Inc. | 1,510 | $303 | 03/31/2024 | JPM | 1,510 | $303 | 03/31/2024 | Lazard Freres Gestion S.A.S. | 1,775 | $302 | 12/31/2023 | JPM | 1,775 | $302 | 12/31/2023 | Gimbal Financial | 1,774 | $302 | 12/31/2023 | JPM | 1,774 | $302 | 12/31/2023 | Widmann Financial Services Inc. | 1,775 | $302 | 12/31/2023 | JPM | 1,775 | $302 | 12/31/2023 | Argonautica Private Wealth Management Inc. | 1,774 | $302 | 12/31/2023 | JPM | 1,774 | $302 | 12/31/2023 | Legacy Financial Group Inc. | 1,774 | $302 | 12/31/2023 | JPM | 1,774 | $302 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 1,775 | $302 | 12/31/2023 | JPM | 1,775 | $302 | 12/31/2023 | Rational Advisors LLC | 1,502 | $301 | 03/31/2024 | JPM | 1,502 | $301 | 03/31/2024 | Halter Ferguson Financial Inc. | 1,771 | $301 | 12/31/2023 | JPM | 1,771 | $301 | 12/31/2023 | Smallwood Wealth Investment Management LLC | 1,767 | $301 | 12/31/2023 | JPM | 1,767 | $301 | 12/31/2023 | Lewis Asset Management LLC | 1,770 | $301 | 12/31/2023 | JPM | 1,770 | $301 | 12/31/2023 | Bourne Lent Asset Management Inc. | 1,500 | $300 | 03/31/2024 | JPM | 1,500 | $300 | 03/31/2024 | WMG Financial Advisors LLC | 1,762 | $300 | 12/31/2023 | JPM | 1,762 | $300 | 12/31/2023 | Seed Wealth Management Inc. | 1,496 | $298 | 03/31/2024 | JPM | 1,496 | $298 | 03/31/2024 | Family Investment Center Inc. | 1,484 | $297 | 03/31/2024 | JPM | 1,484 | $297 | 03/31/2024 | Capital Performance Advisors LLP | 1,747 | $297 | 12/31/2023 | JPM | 1,747 | $297 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 1,740 | $296 | 12/31/2023 | JPM | 1,740 | $296 | 12/31/2023 | Monument Group Wealth Advisors LLC | 1,743 | $296 | 12/31/2023 | JPM | 1,743 | $296 | 12/31/2023 | Halpern Financial Inc. | 1,490 | $295 | 03/31/2024 | JPM | 1,490 | $295 | 03/31/2024 | Baron Financial Group LLC | 1,730 | $294 | 12/31/2023 | JPM | 1,730 | $294 | 12/31/2023 | Hill Island Financial LLC | 1,726 | $294 | 12/31/2023 | JPM | 1,726 | $294 | 12/31/2023 | AlphaMark Advisors LLC | 1,465 | $293 | 03/31/2024 | JPM | 1,465 | $293 | 03/31/2024 | Private Ocean LLC | | $293 | 03/31/2024 | JPM | 1,423 | $285 | 03/31/2024 | JPM.PRD | 307 | $8 | 03/31/2024 | Rockbridge Investment Management LCC | 1,723 | $293 | 12/31/2023 | JPM | 1,723 | $293 | 12/31/2023 | Allegiance Financial Group Advisory Services LLC | 1,722 | $293 | 12/31/2023 | JPM | 1,722 | $293 | 12/31/2023 | Wealthstar Advisors LLC | 1,460 | $292 | 03/31/2024 | JPM | 1,460 | $292 | 03/31/2024 | Oceanside Advisors LLC | 1,460 | $292 | 03/31/2024 | JPM | 1,460 | $292 | 03/31/2024 | Core Wealth Advisors Inc. | 1,714 | $292 | 12/31/2023 | JPM | 1,714 | $292 | 12/31/2023 | Washburn Capital Management Inc. | 1,718 | $292 | 12/31/2023 | JPM | 1,718 | $292 | 12/31/2023 | Root Financial Partners LLC | 1,450 | $291 | 03/31/2024 | JPM | 1,450 | $291 | 03/31/2024 | Advanced Research Investment Solutions LLC | 1,708 | $291 | 12/31/2023 | JPM | 1,708 | $291 | 12/31/2023 | Family Asset Management LLC | 1,710 | $291 | 12/31/2023 | JPM | 1,710 | $291 | 12/31/2023 | Silverberg Bernstein Capital Management LLC | 1,449 | $290 | 03/31/2024 | JPM | 1,449 | $290 | 03/31/2024 | Bluefin Capital Management LLC | 1,700 | $290 | 12/31/2023 | JPM | 1,700 | $290 | 12/31/2023 | Asset Management Group Inc. | 1,706 | $290 | 12/31/2023 | JPM | 1,706 | $290 | 12/31/2023 | Tobam | 1,703 | $290 | 12/31/2023 | JPM | 1,703 | $290 | 12/31/2023 | Better Money Decisions LLC | 1,703 | $290 | 12/31/2023 | JPM | 1,703 | $290 | 12/31/2023 | Lakeside Advisors INC. | 1,705 | $290 | 12/31/2023 | JPM | 1,705 | $290 | 12/31/2023 | New England Professional Planning Group Inc. | 1,445 | $289 | 03/31/2024 | JPM | 1,445 | $289 | 03/31/2024 | Clarus Wealth Advisors | 1,478 | $289 | 03/31/2024 | JPM | 1,478 | $289 | 03/31/2024 | Lecap Asset Management Ltd. | 1,697 | $289 | 12/31/2023 | JPM | 1,697 | $289 | 12/31/2023 | Peterson Wealth Advisors LLC | 1,438 | $288 | 03/31/2024 | JPM | 1,438 | $288 | 03/31/2024 | Nova R Wealth Inc. | 1,437 | $288 | 03/31/2024 | JPM | 1,437 | $288 | 03/31/2024 | Gibson Capital LLC | 1,432 | $287 | 03/31/2024 | JPM | 1,432 | $287 | 03/31/2024 | Houlihan Financial Resource Group Ltd. | 1,668 | $284 | 12/31/2023 | JPM | 1,668 | $284 | 12/31/2023 | WCM Investment Management LLC | 1,659 | $283 | 12/31/2023 | JPM | 1,659 | $283 | 12/31/2023 | Morling Financial Advisors LLC | 1,663 | $283 | 12/31/2023 | JPM | 1,663 | $283 | 12/31/2023 | Annapolis Financial Services LLC | 1,407 | $282 | 03/31/2024 | JPM | 1,407 | $282 | 03/31/2024 | East Coast Asset Management LLC. | 1,656 | $282 | 12/31/2023 | JPM | 1,656 | $282 | 12/31/2023 | Red Lighthouse Investment Management LLC | 1,658 | $282 | 12/31/2023 | JPM | 1,658 | $282 | 12/31/2023 | IMZ Advisory Inc | 1,402 | $281 | 03/31/2024 | JPM | 1,402 | $281 | 03/31/2024 | Client 1ST Advisory Group LLC | 1,650 | $281 | 12/31/2023 | JPM | 1,650 | $281 | 12/31/2023 | Sterling Investment Management Inc. | 1,398 | $280 | 03/31/2024 | JPM | 1,398 | $280 | 03/31/2024 | Unio Capital LLC | 1,649 | $280 | 12/31/2023 | JPM | 1,649 | $280 | 12/31/2023 | Mainsail Asset Management LLC | 1,394 | $279 | 03/31/2024 | JPM | 1,394 | $279 | 03/31/2024 | PPS&V Asset Management Consultants Inc. | 1,388 | $278 | 03/31/2024 | JPM | 1,388 | $278 | 03/31/2024 | Yoder Wealth Management Inc. | 1,387 | $278 | 03/31/2024 | JPM | 1,387 | $278 | 03/31/2024 | Power Wealth Management LLC | 1,636 | $278 | 12/31/2023 | JPM | 1,636 | $278 | 12/31/2023 | XY Capital Ltd | 1,628 | $277 | 12/31/2023 | JPM | 1,628 | $277 | 12/31/2023 | Quad Cities Investment Group LLC | 1,378 | $276 | 03/31/2024 | JPM | 1,378 | $276 | 03/31/2024 | Insight Wealth Partners LLC | 1,620 | $276 | 12/31/2023 | JPM | 1,620 | $276 | 12/31/2023 | Jacobson & Schmitt Advisors LLC | 1,624 | $276 | 12/31/2023 | JPM | 1,624 | $276 | 12/31/2023 | Avondale Wealth Management | 1,375 | $275 | 03/31/2024 | JPM | 1,375 | $275 | 03/31/2024 | Safeguard Financial LLC | 1,373 | $275 | 03/31/2024 | JPM | 1,373 | $275 | 03/31/2024 | Petix & Botte Co | 1,616 | $275 | 12/31/2023 | JPM | 1,616 | $275 | 12/31/2023 | Saturna Capital CORP | 1,608 | $274 | 12/31/2023 | JPM | 1,608 | $274 | 12/31/2023 | Syverson Strege & Co | 1,610 | $274 | 12/31/2023 | JPM | 1,610 | $274 | 12/31/2023 | Copperleaf Capital LLC | 1,608 | $274 | 12/31/2023 | JPM | 1,608 | $274 | 12/31/2023 | Maripau Wealth Management LLC | 1,611 | $274 | 12/31/2023 | JPM | 1,611 | $274 | 12/31/2023 | Keystone Financial Planning Inc. | 1,365 | $273 | 03/31/2024 | JPM | 1,365 | $273 | 03/31/2024 | Flower City Capital | 1,365 | $273 | 03/31/2024 | JPM | 1,365 | $273 | 03/31/2024 | Baker Boyer National Bank | 1,360 | $272 | 03/31/2024 | JPM | 1,360 | $272 | 03/31/2024 | Private Capital Advisors Inc. | 1,600 | $272 | 12/31/2023 | JPM | 1,600 | $272 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 1,599 | $272 | 12/31/2023 | JPM | 1,599 | $272 | 12/31/2023 | Patrick Mauro Investment Advisor INC. | 1,598 | $272 | 12/31/2023 | JPM | 1,598 | $272 | 12/31/2023 | Sonoma Private Wealth LLC | 1,600 | $272 | 12/31/2023 | JPM | 1,600 | $272 | 12/31/2023 | Kwmg LLC | 1,354 | $271 | 03/31/2024 | JPM | 1,354 | $271 | 03/31/2024 | Kendall Capital Management | 1,596 | $271 | 12/31/2023 | JPM | 1,596 | $271 | 12/31/2023 | Lutz Financial Services LLC | 1,581 | $269 | 12/31/2023 | JPM | 1,581 | $269 | 12/31/2023 | Edmp Inc. | 1,337 | $268 | 03/31/2024 | JPM | 1,337 | $268 | 03/31/2024 | Lifestyle Asset Management Inc. | 1,337 | $268 | 03/31/2024 | JPM | 1,337 | $268 | 03/31/2024 | Cascade Wealth Advisors Inc | 1,468 | $268 | 03/31/2024 | JPM | 1,468 | $268 | 03/31/2024 | Able Wealth Management LLC | 1,573 | $268 | 12/31/2023 | JPM | 1,573 | $268 | 12/31/2023 | Cadent Capital Advisors LLC | 1,334 | $267 | 03/31/2024 | JPM | 1,334 | $267 | 03/31/2024 | Cedar Wealth Management LLC | 1,568 | $267 | 12/31/2023 | JPM | 1,568 | $267 | 12/31/2023 | Gouws Capital LLC | 1,570 | $267 | 12/31/2023 | JPM | 1,570 | $267 | 12/31/2023 | UMA Financial Services Inc. | 1,326 | $266 | 03/31/2024 | JPM | 1,326 | $266 | 03/31/2024 | Fortress Wealth Management Inc. | 1,330 | $266 | 03/31/2024 | JPM | 1,330 | $266 | 03/31/2024 | Oak Ridge Investments LLC | 1,566 | $266 | 12/31/2023 | JPM | 1,566 | $266 | 12/31/2023 | Mendota Financial Group LLC | 1,561 | $266 | 12/31/2023 | JPM | 1,561 | $266 | 12/31/2023 | Sterling Manor Financial LLC | 1,316 | $264 | 03/31/2024 | JPM | 1,316 | $264 | 03/31/2024 | TNF LLC | 1,529 | $264 | 12/31/2023 | JPM | 1,529 | $264 | 12/31/2023 | Baskin Financial Services Inc. | 1,545 | $263 | 12/31/2023 | JPM | 1,545 | $263 | 12/31/2023 | USAdvisors Wealth Management LLC | 1,546 | $263 | 12/31/2023 | JPM | 1,546 | $263 | 12/31/2023 | Madrona Financial Services LLC | 1,301 | $261 | 03/31/2024 | JPM | 1,301 | $261 | 03/31/2024 | Northwest Capital Management Inc | 1,304 | $261 | 03/31/2024 | JPM | 1,304 | $261 | 03/31/2024 | Golden Road Advisors LLC | 1,304 | $261 | 03/31/2024 | JPM | 1,304 | $261 | 03/31/2024 | Essential Planning LLC. | 1,534 | $261 | 12/31/2023 | JPM | 1,534 | $261 | 12/31/2023 | Continuum Wealth Advisors LLC | 1,536 | $261 | 12/31/2023 | JPM | 1,536 | $261 | 12/31/2023 | Dentgroup LLC | 1,299 | $260 | 03/31/2024 | JPM | 1,299 | $260 | 03/31/2024 | Gill Capital Partners LLC | 1,526 | $260 | 12/31/2023 | JPM | 1,526 | $260 | 12/31/2023 | Lipe & Dalton | 1,530 | $260 | 12/31/2023 | JPM | 1,530 | $260 | 12/31/2023 | Beaird Harris Wealth Management LLC | 1,521 | $259 | 12/31/2023 | JPM | 1,521 | $259 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 1,516 | $258 | 12/31/2023 | JPM | 1,516 | $258 | 12/31/2023 | Scott Capital Advisors LLC | 1,302 | $257 | 03/31/2024 | JPM | 1,302 | $257 | 03/31/2024 | Dravo Bay LLC | 1,508 | $257 | 12/31/2023 | JPM | 1,508 | $257 | 12/31/2023 | Garrett Wealth Advisory Group LLC | 1,507 | $256 | 12/31/2023 | JPM | 1,507 | $256 | 12/31/2023 | Keener Financial Planning LLC | 1,507 | $256 | 12/31/2023 | JPM | 1,507 | $256 | 12/31/2023 | Curtis Advisory Group LLC | 1,500 | $255 | 12/31/2023 | JPM | 1,500 | $255 | 12/31/2023 | Trevian Wealth Management LLC | 1,502 | $255 | 12/31/2023 | JPM | 1,502 | $255 | 12/31/2023 | LFA Lugano Financial Advisors SA | 1,490 | $253 | 12/31/2023 | JPM | 1,490 | $253 | 12/31/2023 | Yeomans Consulting Group Inc. | 1,489 | $253 | 12/31/2023 | JPM | 1,489 | $253 | 12/31/2023 | Coston McIsaac & Partners | 1,258 | $252 | 03/31/2024 | JPM | 1,258 | $252 | 03/31/2024 | Wallace Capital Management Inc. | 1,479 | $252 | 12/31/2023 | JPM | 1,479 | $252 | 12/31/2023 | 4J Wealth Management LLC | 1,252 | $251 | 03/31/2024 | JPM | 1,252 | $251 | 03/31/2024 | Rain Capital Management LLC | 1,478 | $251 | 12/31/2023 | JPM | 1,478 | $251 | 12/31/2023 | Acas LLC | 1,475 | $251 | 12/31/2023 | JPM | 1,475 | $251 | 12/31/2023 | Lokken Investment Group LLC | 1,465 | $249 | 12/31/2023 | JPM | 1,465 | $249 | 12/31/2023 | Balanced Wealth Group LLC | 1,464 | $249 | 12/31/2023 | JPM | 1,464 | $249 | 12/31/2023 | Hubbell Strickland Wealth Management LLC | 1,237 | $248 | 03/31/2024 | JPM | 1,237 | $248 | 03/31/2024 | Versant Capital Management Inc | 1,233 | $247 | 03/31/2024 | JPM | 1,233 | $247 | 03/31/2024 | Epic Trust Investment Advisors LLC | 1,234 | $247 | 03/31/2024 | JPM | 1,234 | $247 | 03/31/2024 | Basso Capital Management L.P. | 1,451 | $247 | 12/31/2023 | JPM | 1,451 | $247 | 12/31/2023 | Opus Capital Group LLC | 1,455 | $247 | 12/31/2023 | JPM | 1,455 | $247 | 12/31/2023 | Encompass More Asset Management | 1,452 | $247 | 12/31/2023 | JPM | 1,452 | $247 | 12/31/2023 | Paragon Capital Management LLC | 1,442 | $245 | 12/31/2023 | JPM | 1,442 | $245 | 12/31/2023 | DB Wealth Management Group LLC | 1,439 | $245 | 12/31/2023 | JPM | 1,439 | $245 | 12/31/2023 | WFA Asset Management Corp | 1,216 | $244 | 03/31/2024 | JPM | 1,216 | $244 | 03/31/2024 | FFT Wealth Management LLC | 1,433 | $244 | 12/31/2023 | JPM | 1,433 | $244 | 12/31/2023 | Crane Advisory LLC | 1,240 | $243 | 03/31/2024 | JPM | 1,240 | $243 | 03/31/2024 | Empirical Asset Management LLC | 1,424 | $242 | 12/31/2023 | JPM | 1,424 | $242 | 12/31/2023 | Asset Management Resources LLC | 1,423 | $242 | 12/31/2023 | JPM | 1,423 | $242 | 12/31/2023 | Significant Wealth Partners LLC | 1,424 | $242 | 12/31/2023 | JPM | 1,424 | $242 | 12/31/2023 | Lountzis Asset Management LLC | 1,415 | $241 | 12/31/2023 | JPM | 1,415 | $241 | 12/31/2023 | Verity Asset Management Inc. | 1,408 | $240 | 12/31/2023 | JPM | 1,408 | $240 | 12/31/2023 | Wick Capital Partners LLC | 1,405 | $239 | 12/31/2023 | JPM | 1,405 | $239 | 12/31/2023 | Muirfield Wealth Advisors LLC | 1,188 | $238 | 03/31/2024 | JPM | 1,188 | $238 | 03/31/2024 | Outlook Wealth Advisors LLC | 1,178 | $236 | 03/31/2024 | JPM | 1,178 | $236 | 03/31/2024 | Sicart Associates LLC | 1,385 | $236 | 12/31/2023 | JPM | 1,385 | $236 | 12/31/2023 | Rooted Wealth Advisors Inc. | 1,180 | $235 | 03/31/2024 | JPM | 1,180 | $235 | 03/31/2024 | Bank Pictet & Cie Asia Ltd. | 1,380 | $235 | 12/31/2023 | JPM | 1,380 | $235 | 12/31/2023 | Clearwater Capital Advisors LLC | 1,382 | $235 | 12/31/2023 | JPM | 1,382 | $235 | 12/31/2023 | CCG Wealth Management LLC | 1,167 | $234 | 03/31/2024 | JPM | 1,167 | $234 | 03/31/2024 | First Wilshire Securities Management Inc. | 1,374 | $234 | 12/31/2023 | JPM | 1,374 | $234 | 12/31/2023 | White Lighthouse Investment Management Inc. | 1,378 | $234 | 12/31/2023 | JPM | 1,378 | $234 | 12/31/2023 | Values Added Financial LLC | 1,373 | $234 | 12/31/2023 | JPM | 1,373 | $234 | 12/31/2023 | Leeward Financial Partners LLC | 1,156 | $232 | 03/31/2024 | JPM | 1,156 | $232 | 03/31/2024 | Ascension Capital Advisors Inc. | 1,363 | $232 | 12/31/2023 | JPM | 1,363 | $232 | 12/31/2023 | Western Pacific Wealth Management LP | 1,356 | $231 | 12/31/2023 | JPM | 1,356 | $231 | 12/31/2023 | Blue Investment Partners LLC | 1,358 | $231 | 12/31/2023 | JPM | 1,358 | $231 | 12/31/2023 | Kennedy Capital Management Inc. | 1,350 | $230 | 12/31/2023 | JPM | 1,350 | $230 | 12/31/2023 | Renaissance Investment Group LLC | 1,355 | $230 | 12/31/2023 | JPM | 1,355 | $230 | 12/31/2023 | Corbyn Investment Management Inc. MD | 1,349 | $229 | 12/31/2023 | JPM | 1,349 | $229 | 12/31/2023 | RAM Investment Partners LLC | 1,346 | $229 | 12/31/2023 | JPM | 1,346 | $229 | 12/31/2023 | Elite Life Management LLC | 1,346 | $229 | 12/31/2023 | JPM | 1,346 | $229 | 12/31/2023 | Arrowroot Family Office LLC | 1,340 | $228 | 12/31/2023 | JPM | 1,340 | $228 | 12/31/2023 | Eastover Investment Advisors LLC | 1,135 | $227 | 03/31/2024 | JPM | 1,135 | $227 | 03/31/2024 | Towerpoint Wealth LLC | 1,133 | $227 | 03/31/2024 | JPM | 1,133 | $227 | 03/31/2024 | Caerus Investment Advisors LLC | 1,133 | $227 | 03/31/2024 | JPM | 1,133 | $227 | 03/31/2024 | Aspect Partners LLC | 1,333 | $227 | 12/31/2023 | JPM | 1,333 | $227 | 12/31/2023 | Rather & Kittrell Inc. | 1,327 | $226 | 12/31/2023 | JPM | 1,327 | $226 | 12/31/2023 | AFG Fiduciary Services Limited Partnership | 1,140 | $225 | 03/31/2024 | JPM | 1,140 | $225 | 03/31/2024 | Eaton Cambridge Inc. | 1,316 | $224 | 12/31/2023 | JPM | 1,316 | $224 | 12/31/2023 | Stonehearth Capital Management LLC | 1,114 | $223 | 03/31/2024 | JPM | 1,114 | $223 | 03/31/2024 | First Pacific Financial | 1,113 | $223 | 03/31/2024 | JPM | 1,113 | $223 | 03/31/2024 | FOCUS Wealth Advisors LLC | 1,111 | $223 | 03/31/2024 | JPM | 1,111 | $223 | 03/31/2024 | AAFCPAs Wealth Management LLC | 1,310 | $223 | 12/31/2023 | JPM | 1,310 | $223 | 12/31/2023 | Asset Allocation Strategies LLC | 1,313 | $223 | 12/31/2023 | JPM | 1,313 | $223 | 12/31/2023 | Tilson Financial Group Inc. | 1,311 | $223 | 12/31/2023 | JPM | 1,311 | $223 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 1,307 | $222 | 12/31/2023 | JPM | 1,307 | $222 | 12/31/2023 | Sterling Financial Planning Inc. | 1,306 | $222 | 12/31/2023 | JPM | 1,306 | $222 | 12/31/2023 | Adamsbrown Wealth Consultants LLC | 1,305 | $222 | 12/31/2023 | JPM | 1,305 | $222 | 12/31/2023 | PFS Partners LLC | 1,102 | $221 | 03/31/2024 | JPM | 1,102 | $221 | 03/31/2024 | XR Securities LLC | | $221 | 12/31/2023 | Call | 21,300 | $3,623 | 12/31/2023 | Put | 20,000 | $3,402 | 12/31/2023 | Oxbow Advisors LLC | 1,300 | $221 | 12/31/2023 | JPM | 1,300 | $221 | 12/31/2023 | Foguth Wealth Management LLC. | 1,099 | $220 | 03/31/2024 | JPM | 1,099 | $220 | 03/31/2024 | AJOVista LLC | 1,291 | $220 | 12/31/2023 | JPM | 1,291 | $220 | 12/31/2023 | Northern Capital Management Inc. | 1,287 | $219 | 12/31/2023 | JPM | 1,287 | $219 | 12/31/2023 | Redwood Financial Network Corp | 1,288 | $219 | 12/31/2023 | JPM | 1,288 | $219 | 12/31/2023 | Capital Counsel LLC NY | 1,284 | $218 | 12/31/2023 | JPM | 1,284 | $218 | 12/31/2023 | Alamar Capital Management LLC | 1,280 | $218 | 12/31/2023 | JPM | 1,280 | $218 | 12/31/2023 | NDVR Inc. | 1,280 | $218 | 12/31/2023 | JPM | 1,280 | $218 | 12/31/2023 | Strata Wealth Advisors LLC | 1,083 | $217 | 03/31/2024 | JPM | 1,083 | $217 | 03/31/2024 | Enzi Wealth | 1,183 | $216 | 03/31/2024 | JPM | 1,183 | $216 | 03/31/2024 | Capstone Capital Wealth Advisors | 1,080 | $216 | 03/31/2024 | JPM | 1,080 | $216 | 03/31/2024 | Prentiss Smith & Co. Inc. | 1,269 | $216 | 12/31/2023 | JPM | 1,269 | $216 | 12/31/2023 | Horizon Investment Services LLC | 1,271 | $216 | 12/31/2023 | JPM | 1,271 | $216 | 12/31/2023 | Joseph P. Lucia & Associates LLC | 1,272 | $216 | 12/31/2023 | JPM | 1,272 | $216 | 12/31/2023 | West Wealth Group LLC | 1,272 | $216 | 12/31/2023 | JPM | 1,272 | $216 | 12/31/2023 | Bensler LLC | 1,266 | $215 | 12/31/2023 | JPM | 1,266 | $215 | 12/31/2023 | Tradewinds Capital Management LLC | 1,069 | $214 | 03/31/2024 | JPM | 1,069 | $214 | 03/31/2024 | Epiq Partners LLC | 1,068 | $214 | 03/31/2024 | JPM | 1,068 | $214 | 03/31/2024 | Parkside Advisors LLC | 1,064 | $213 | 03/31/2024 | JPM | 1,064 | $213 | 03/31/2024 | Satovsky Asset Management LLC | 1,157 | $213 | 03/31/2024 | JPM | 1,157 | $213 | 03/31/2024 | Capasso Planning Partners LLC | 1,064 | $213 | 03/31/2024 | JPM | 1,064 | $213 | 03/31/2024 | Greenspring Advisors LLC | 1,065 | $213 | 03/31/2024 | JPM | 1,065 | $213 | 03/31/2024 | Capstone Wealth Management Group LLC | 1,065 | $213 | 03/31/2024 | JPM | 1,065 | $213 | 03/31/2024 | Fusion Family Wealth LLC | 1,250 | $213 | 12/31/2023 | JPM | 1,250 | $213 | 12/31/2023 | Blue Barn Wealth LLC | 1,254 | $213 | 12/31/2023 | JPM | 1,254 | $213 | 12/31/2023 | FinDec Wealth Services Inc. | 1,255 | $213 | 12/31/2023 | JPM | 1,255 | $213 | 12/31/2023 | G2 Capital Management LLC OH | 1,246 | $212 | 12/31/2023 | JPM | 1,246 | $212 | 12/31/2023 | Orgel Wealth Management LLC | 1,055 | $211 | 03/31/2024 | JPM | 1,055 | $211 | 03/31/2024 | EWG Elevate Inc. | 1,051 | $211 | 03/31/2024 | JPM | 1,051 | $211 | 03/31/2024 | Rappaport Reiches Capital Management LLC | 1,053 | $211 | 03/31/2024 | JPM | 1,053 | $211 | 03/31/2024 | Hanlon Investment Management Inc. | 1,238 | $211 | 12/31/2023 | JPM | 1,238 | $211 | 12/31/2023 | Hilltop Wealth Advisors LLC | 1,048 | $210 | 03/31/2024 | JPM | 1,048 | $210 | 03/31/2024 | Newton One Investments LLC | 1,047 | $210 | 03/31/2024 | JPM | 1,047 | $210 | 03/31/2024 | Coyle Financial Counsel LLC | 1,236 | $210 | 12/31/2023 | JPM | 1,236 | $210 | 12/31/2023 | O Connor Financial Group LLC | 1,042 | $209 | 03/31/2024 | JPM | 1,042 | $209 | 03/31/2024 | Financial Connections Group Inc. | 1,231 | $209 | 12/31/2023 | JPM | 1,231 | $209 | 12/31/2023 | O Brien Wealth Partners LLC | 1,039 | $208 | 03/31/2024 | JPM | 1,039 | $208 | 03/31/2024 | DGS Capital Management LLC | 1,038 | $208 | 03/31/2024 | JPM | 1,038 | $208 | 03/31/2024 | Kuhn & Co Investment Counsel | 1,222 | $208 | 12/31/2023 | JPM | 1,222 | $208 | 12/31/2023 | MMA Asset Management LLC | 1,184 | $207 | 12/31/2023 | JPM | 1,184 | $207 | 12/31/2023 | ETF Store Inc. | 1,216 | $207 | 12/31/2023 | JPM | 1,216 | $207 | 12/31/2023 | MUFG Securities EMEA plc | 1,210 | $206 | 12/31/2023 | JPM | 1,210 | $206 | 12/31/2023 | Paradigm Strategies in Wealth Management LLC | 1,209 | $206 | 12/31/2023 | JPM | 1,209 | $206 | 12/31/2023 | Family Wealth Group LLC | 1,205 | $205 | 12/31/2023 | JPM | 1,205 | $205 | 12/31/2023 | Dodds Wealth LLC | 1,206 | $205 | 12/31/2023 | JPM | 1,206 | $205 | 12/31/2023 | Flaharty Asset Management LLC | 1,198 | $204 | 12/31/2023 | JPM | 1,198 | $204 | 12/31/2023 | IAG Wealth Partners LLC | 1,015 | $203 | 03/31/2024 | JPM | 1,015 | $203 | 03/31/2024 | Legend Financial Advisors Inc. | 1,006 | $202 | 03/31/2024 | JPM | 1,006 | $202 | 03/31/2024 | Avion Wealth | 1,186 | $202 | 12/31/2023 | JPM | 1,186 | $202 | 12/31/2023 | Prairiewood Capital LLC | 1,187 | $202 | 12/31/2023 | JPM | 1,187 | $202 | 12/31/2023 | Creekmur Asset Management LLC | 1,188 | $202 | 12/31/2023 | JPM | 1,188 | $202 | 12/31/2023 | Sentinel Pension Advisors Inc. | 1,183 | $201 | 12/31/2023 | JPM | 1,183 | $201 | 12/31/2023 | Stonebridge Capital Management Inc. | 1,000 | $200 | 03/31/2024 | JPM | 1,000 | $200 | 03/31/2024 | Garrison Bradford & Associates Inc. | 1,000 | $200 | 03/31/2024 | JPM | 1,000 | $200 | 03/31/2024 | StoneCrest Wealth Management Inc. | 1,000 | $200 | 03/31/2024 | JPM | 1,000 | $200 | 03/31/2024 | Intrepid Capital Management Inc. | 1,178 | $200 | 12/31/2023 | JPM | 1,178 | $200 | 12/31/2023 | Aigen Investment Management LP | 1,178 | $200 | 12/31/2023 | JPM | 1,178 | $200 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 1,175 | $199 | 12/31/2023 | JPM | 1,175 | $199 | 12/31/2023 | AlphaCentric Advisors LLC | 969 | $194 | 03/31/2024 | JPM | 969 | $194 | 03/31/2024 | Timber Creek Capital Management LLC | 950 | $190 | 03/31/2024 | JPM | 950 | $190 | 03/31/2024 | RE Dickinson Investment Advisors LLC | 1,115 | $190 | 12/31/2023 | JPM | 1,115 | $190 | 12/31/2023 | Life Planning Partners Inc | 1,067 | $181 | 12/31/2023 | JPM | 1,067 | $181 | 12/31/2023 | McClarren Financial Advisors Inc. | 1,054 | $179 | 12/31/2023 | JPM | 1,054 | $179 | 12/31/2023 | Virtus Investment Advisers Inc. | 1,040 | $177 | 12/31/2023 | JPM | 1,040 | $177 | 12/31/2023 | PrairieView Partners LLC | 1,000 | $170 | 12/31/2023 | JPM | 1,000 | $170 | 12/31/2023 | BOCHK Asset Management Ltd | 1,000 | $170 | 12/31/2023 | JPM | 1,000 | $170 | 12/31/2023 | HBC Financial Services PLLC | 994 | $169 | 12/31/2023 | JPM | 994 | $169 | 12/31/2023 | Cornerstone Planning Group LLC | 984 | $167 | 12/31/2023 | JPM | 984 | $167 | 12/31/2023 | Sander Capital Advisors Inc. | 800 | $160 | 03/31/2024 | JPM | 800 | $160 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 787 | $158 | 03/31/2024 | JPM | 787 | $158 | 03/31/2024 | Fairman Group LLC | 899 | $153 | 12/31/2023 | JPM | 899 | $153 | 12/31/2023 | Scarborough Advisors LLC | 896 | $152 | 12/31/2023 | JPM | 896 | $152 | 12/31/2023 | Pineridge Advisors LLC | 866 | $147 | 12/31/2023 | JPM | 866 | $147 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 712 | $143 | 03/31/2024 | JPM | 712 | $143 | 03/31/2024 | Macroview Investment Management LLC | 842 | $143 | 12/31/2023 | JPM | 842 | $143 | 12/31/2023 | FWL Investment Management LLC | 819 | $139 | 12/31/2023 | JPM | 819 | $139 | 12/31/2023 | Maryland Capital Advisors Inc. | 678 | $136 | 03/31/2024 | JPM | 678 | $136 | 03/31/2024 | Advantage Trust Co | 790 | $134 | 12/31/2023 | JPM | 790 | $134 | 12/31/2023 | TD Capital Management LLC | 777 | $132 | 12/31/2023 | JPM | 777 | $132 | 12/31/2023 | Financial Avengers Inc. | 753 | $128 | 12/31/2023 | JPM | 753 | $128 | 12/31/2023 | Guardian Wealth Management Inc. | 721 | $123 | 12/31/2023 | JPM | 721 | $123 | 12/31/2023 | Long Island Wealth Management Inc. | 707 | $120 | 12/31/2023 | JPM | 707 | $120 | 12/31/2023 | Heritage Wealth Management Inc. CA | | $120 | 12/31/2023 | JPM | 1,105 | $188 | 12/31/2023 | Put | 400 | $68 | 12/31/2023 | Clear Street Markets LLC | 700 | $119 | 12/31/2023 | JPM | 700 | $119 | 12/31/2023 | Disciplina Capital Management LLC | 679 | $116 | 12/31/2023 | JPM | 679 | $116 | 12/31/2023 | Evolution Advisers Inc. | 651 | $112 | 12/31/2023 | JPM | 651 | $112 | 12/31/2023 | Dunhill Financial LLC | 622 | $106 | 12/31/2023 | JPM | 622 | $106 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 622 | $106 | 12/31/2023 | JPM | 622 | $106 | 12/31/2023 | DecisionPoint Financial LLC | 610 | $104 | 12/31/2023 | JPM | 610 | $104 | 12/31/2023 | Global Wealth Strategies & Associates | 515 | $103 | 03/31/2024 | JPM | 515 | $103 | 03/31/2024 | WealthCollab LLC | 589 | $100 | 12/31/2023 | JPM | 589 | $100 | 12/31/2023 | Signature Resources Capital Management LLC | 486 | $97 | 03/31/2024 | JPM | 486 | $97 | 03/31/2024 | Acima Private Wealth LLC | 569 | $97 | 12/31/2023 | JPM | 569 | $97 | 12/31/2023 | Valley Forge Investment Consultants Inc. ADV | 563 | $96 | 12/31/2023 | JPM | 563 | $96 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 552 | $94 | 12/31/2023 | JPM | 552 | $94 | 12/31/2023 | Davis Capital Management | 467 | $93 | 03/31/2024 | JPM | 467 | $93 | 03/31/2024 | Horrell Capital Management Inc. | 548 | $93 | 12/31/2023 | JPM | 548 | $93 | 12/31/2023 | Main Street Group LTD | 538 | $92 | 12/31/2023 | JPM | 538 | $92 | 12/31/2023 | Bay Harbor Wealth Management LLC | 427 | $86 | 03/31/2024 | JPM | 427 | $86 | 03/31/2024 | Fortis Advisors LLC | 500 | $85 | 12/31/2023 | JPM | 500 | $85 | 12/31/2023 | Impact Partnership Wealth LLC | 502 | $85 | 12/31/2023 | JPM | 502 | $85 | 12/31/2023 | Hoese & Co LLP | 445 | $83 | 03/31/2024 | JPM | 445 | $83 | 03/31/2024 | Valued Wealth Advisors LLC | 489 | $83 | 12/31/2023 | JPM | 489 | $83 | 12/31/2023 | Red Tortoise LLC | 410 | $82 | 03/31/2024 | JPM | 410 | $82 | 03/31/2024 | Robbins Farley LLC | 377 | $76 | 03/31/2024 | JPM | 377 | $76 | 03/31/2024 | Miller Wealth Advisors LLC | 445 | $76 | 12/31/2023 | JPM | 445 | $76 | 12/31/2023 | Iron Horse Wealth Management LLC | 375 | $75 | 03/31/2024 | JPM | 375 | $75 | 03/31/2024 | Nordwand Advisors LLC | 439 | $75 | 12/31/2023 | JPM | 439 | $75 | 12/31/2023 | Livelsberger Financial Advisory | 434 | $74 | 12/31/2023 | JPM | 434 | $74 | 12/31/2023 | FSC Wealth Advisors LLC | 361 | $72 | 03/31/2024 | JPM | 361 | $72 | 03/31/2024 | Marquette Asset Management LLC | 400 | $68 | 12/31/2023 | JPM | 400 | $68 | 12/31/2023 | Kapitalo Investimentos Ltda | 391 | $67 | 12/31/2023 | JPM | 391 | $67 | 12/31/2023 | Redmont Wealth Advisors LLC | 328 | $66 | 03/31/2024 | JPM | 328 | $66 | 03/31/2024 | True Wealth Design LLC | 387 | $66 | 12/31/2023 | JPM | 387 | $66 | 12/31/2023 | Cedar Mountain Advisors LLC | 313 | $63 | 03/31/2024 | JPM | 313 | $63 | 03/31/2024 | Transcendent Capital Group LLC | 312 | $62 | 03/31/2024 | JPM | 312 | $62 | 03/31/2024 | Westend Capital Management LLC | 292 | $58 | 03/31/2024 | JPM | 292 | $58 | 03/31/2024 | Bromfield Sneider Wealth Advisors | 290 | $58 | 03/31/2024 | JPM | 290 | $58 | 03/31/2024 | Horizons Wealth Management | 278 | $56 | 03/31/2024 | JPM | 278 | $56 | 03/31/2024 | Tanaka Capital Management Inc. | 331 | $56 | 12/31/2023 | JPM | 331 | $56 | 12/31/2023 | Tidemark LLC | 329 | $56 | 12/31/2023 | JPM | 329 | $56 | 12/31/2023 | Tanglewood Legacy Advisors LLC | 273 | $55 | 03/31/2024 | JPM | 273 | $55 | 03/31/2024 | Creative Capital Management Investments LLC | 267 | $53 | 03/31/2024 | JPM | 267 | $53 | 03/31/2024 | Bear Mountain Capital Inc. | 302 | $51 | 12/31/2023 | JPM | 302 | $51 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 293 | $50 | 12/31/2023 | JPM | 293 | $50 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 290 | $49 | 12/31/2023 | JPM | 290 | $49 | 12/31/2023 | Tower View Investment Management & Research LLC | 281 | $48 | 12/31/2023 | JPM | 281 | $48 | 12/31/2023 | Rakuten Securities Inc. | 261 | $44 | 12/31/2023 | JPM | 261 | $44 | 12/31/2023 | VitalStone Financial LLC | 253 | $43 | 12/31/2023 | JPM | 253 | $43 | 12/31/2023 | Partnership Wealth Management LLC | 207 | $41 | 03/31/2024 | JPM | 207 | $41 | 03/31/2024 | Kathleen S. Wright Associates Inc. | 200 | $40 | 03/31/2024 | JPM | 200 | $40 | 03/31/2024 | Stuart Chaussee & Associates Inc. | 235 | $40 | 12/31/2023 | JPM | 235 | $40 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 234 | $40 | 12/31/2023 | JPM | 234 | $40 | 12/31/2023 | Grayhawk Investment Strategies Inc. | 222 | $38 | 12/31/2023 | JPM | 222 | $38 | 12/31/2023 | Delos Wealth Advisors LLC | 213 | $36 | 12/31/2023 | JPM | 213 | $36 | 12/31/2023 | Ulland Investment Advisors LLC | 209 | $36 | 12/31/2023 | JPM | 209 | $36 | 12/31/2023 | Bare Financial Services Inc | 203 | $35 | 12/31/2023 | JPM | 203 | $35 | 12/31/2023 | Richardson Capital Management LLC | 170 | $34 | 03/31/2024 | JPM | 170 | $34 | 03/31/2024 | Lummis Asset Management LP | 182 | $31 | 12/31/2023 | JPM | 182 | $31 | 12/31/2023 | Lowe Wealth Advisors LLC | 150 | $30 | 03/31/2024 | JPM | 150 | $30 | 03/31/2024 | Resources Management Corp CT ADV | 170 | $29 | 12/31/2023 | JPM | 170 | $29 | 12/31/2023 | Headlands Technologies LLC | 173 | $29 | 12/31/2023 | JPM | 173 | $29 | 12/31/2023 | Carolina Wealth Advisors LLC | 139 | $28 | 03/31/2024 | JPM | 139 | $28 | 03/31/2024 | Stone House Investment Management LLC | 156 | $27 | 12/31/2023 | JPM | 156 | $27 | 12/31/2023 | EntryPoint Capital LLC | 152 | $26 | 12/31/2023 | JPM | 152 | $26 | 12/31/2023 | Clear Investment Research LLC | 139 | $24 | 12/31/2023 | JPM | 139 | $24 | 12/31/2023 | Morton Brown Family Wealth LLC | 115 | $23 | 03/31/2024 | JPM | 115 | $23 | 03/31/2024 | ClariVest Asset Management LLC | 131 | $22 | 12/31/2023 | JPM | 131 | $22 | 12/31/2023 | Strengthening Families & Communities LLC | 132 | $22 | 12/31/2023 | JPM | 132 | $22 | 12/31/2023 | New England Capital Financial Advisors LLC | 130 | $22 | 12/31/2023 | JPM | 130 | $22 | 12/31/2023 | Quarry LP | 130 | $22 | 12/31/2023 | JPM | 130 | $22 | 12/31/2023 | Clarity Asset Management Inc. | 122 | $21 | 12/31/2023 | JPM | 122 | $21 | 12/31/2023 | Mizuho Securities Co. Ltd. | 110 | $19 | 12/31/2023 | JPM | 110 | $19 | 12/31/2023 | Goodman Advisory Group LLC | 93 | $16 | 12/31/2023 | JPM | 93 | $16 | 12/31/2023 | PFG Private Wealth Management LLC | 68 | $14 | 03/31/2024 | JPM | 68 | $14 | 03/31/2024 | Exchange Traded Concepts LLC | 66 | $13 | 03/31/2024 | JPM | 66 | $13 | 03/31/2024 | WestEnd Advisors LLC | 56 | $10 | 12/31/2023 | JPM | 56 | $10 | 12/31/2023 | HighMark Wealth Management LLC | 61 | $10 | 12/31/2023 | JPM | 61 | $10 | 12/31/2023 | Leith Wheeler Investment Counsel Ltd. | 54,971 | $9 | 12/31/2023 | JPM | 54,971 | $9 | 12/31/2023 | Your Advocates Ltd. LLP | 50 | $9 | 12/31/2023 | JPM | 50 | $9 | 12/31/2023 | Retirement Group LLC | 48 | $8 | 12/31/2023 | JPM | 48 | $8 | 12/31/2023 | Activest Wealth Management | 37 | $7 | 03/31/2024 | JPM | 37 | $7 | 03/31/2024 | PayPay Securities Corp | 32 | $6 | 03/31/2024 | JPM | 32 | $6 | 03/31/2024 | Kessler Investment Group LLC | 26 | $5 | 03/31/2024 | JPM | 26 | $5 | 03/31/2024 | Team Financial Group LLC | 29 | $5 | 12/31/2023 | JPM | 29 | $5 | 12/31/2023 | JDM Financial Group LLC | 29 | $5 | 12/31/2023 | JPM | 29 | $5 | 12/31/2023 | Caitlin John LLC | 22 | $4 | 12/31/2023 | JPM | 22 | $4 | 12/31/2023 | Sanctuary Wealth Management L.L.C. | 20 | $3 | 12/31/2023 | JPM | 20 | $3 | 12/31/2023 | Insight Financial Services | 10 | $2 | 03/31/2024 | JPM | 10 | $2 | 03/31/2024 | Mariner Investment Group LLC | 100,000 | $0 | 12/31/2023 | Put | 100,000 | $0 | 12/31/2023 | Clear Street LLC | | $0 | 12/31/2023 | JPM | 200,000 | $34,020 | 12/31/2023 | Put | 200,000 | $34,020 | 12/31/2023 | Readystate Asset Management LP | | $0 | 12/31/2023 | Put | 20,600 | $3,504 | 12/31/2023 | Call | 20,600 | $3,504 | 12/31/2023 | Caas Capital Management LP | | $-170 | 12/31/2023 | Put | 24,500 | $4,167 | 12/31/2023 | Call | 23,500 | $3,997 | 12/31/2023 | Marathon Trading Investment Management LLC | | $-177 | 12/31/2023 | Put | 4,500 | $765 | 12/31/2023 | JPM | 2,855 | $486 | 12/31/2023 | Call | 600 | $102 | 12/31/2023 | LMR Partners LLP | | $-221 | 12/31/2023 | Put | 14,400 | $2,449 | 12/31/2023 | Call | 13,100 | $2,228 | 12/31/2023 | Point72 Middle East FZE | | $-527 | 12/31/2023 | Put | 32,300 | $5,494 | 12/31/2023 | Call | 29,200 | $4,967 | 12/31/2023 | SpiderRock Advisors LLC | | $-600 | 12/31/2023 | Put | 4,800 | $600 | 12/31/2023 | Verition Fund Management LLC | | $-994 | 12/31/2023 | Put | 41,200 | $7,008 | 12/31/2023 | JPM | 23,058 | $3,922 | 12/31/2023 | Call | 12,300 | $2,092 | 12/31/2023 | Delta Accumulation LLC | | $-1,091 | 12/31/2023 | Put | 92,100 | $13,395 | 12/31/2023 | Call | 84,600 | $12,304 | 12/31/2023 | Maven Securities LTD | | $-1,598 | 12/31/2023 | Put | 15,700 | $2,671 | 12/31/2023 | JPM | 6,309 | $1,073 | 12/31/2023 | IMC Chicago LLC | | $-2,885 | 03/31/2024 | Put | 1,368,400 | $274,091 | 03/31/2024 | Call | 1,354,000 | $271,206 | 03/31/2024 | Two Sigma Securities LLC | | $-5,943 | 12/31/2023 | Put | 306,700 | $52,170 | 12/31/2023 | Call | 260,300 | $44,277 | 12/31/2023 | JPM | 11,464 | $1,950 | 12/31/2023 | Wolverine Asset Management LLC | | $-11,430 | 12/31/2023 | Put | 173,500 | $29,512 | 12/31/2023 | Call | 106,300 | $18,082 | 12/31/2023 | One River Asset Management LLC | | $-15,072 | 12/31/2023 | Put | 275,200 | $46,812 | 12/31/2023 | Call | 184,400 | $31,366 | 12/31/2023 | JPM | 2,196 | $374 | 12/31/2023 | Eisler Capital US LLC | | $-17,095 | 12/31/2023 | Put | 148,900 | $25,328 | 12/31/2023 | Call | 48,400 | $8,233 | 12/31/2023 | Qube Research & Technologies Ltd | | $-18,280 | 12/31/2023 | Put | 361,600 | $61,508 | 12/31/2023 | JPM | 213,131 | $36,254 | 12/31/2023 | Call | 41,000 | $6,974 | 12/31/2023 | BlueCrest Capital Management Ltd | | $-22,019 | 12/31/2023 | Put | 143,800 | $24,460 | 12/31/2023 | JPM | 14,348 | $2,441 | 12/31/2023 | Lombard Odier Asset Management USA Corp | | $-34,530 | 12/31/2023 | Put | 230,000 | $39,123 | 12/31/2023 | JPM | 27,000 | $4,593 | 12/31/2023 | Group One Trading L.P. | | $-44,039 | 12/31/2023 | Put | 683,800 | $116,314 | 12/31/2023 | Call | 359,400 | $61,134 | 12/31/2023 | JPM | 65,499 | $11,141 | 12/31/2023 | Optiver Holding B.V. | | $-51,383 | 12/31/2023 | Put | 1,728,700 | $294,052 | 12/31/2023 | Call | 1,285,600 | $218,681 | 12/31/2023 | JPM | 141,025 | $23,988 | 12/31/2023 | BNP Paribas Arbitrage SA | | $-68,185 | 12/31/2023 | Put | 41,683 | $709,028 | 12/31/2023 | JPM | 2,563,990 | $436,094 | 12/31/2023 | Call | 12,037 | $204,749 | 12/31/2023 | Walleye Capital LLC | | $-69,129 | 12/31/2023 | Put | 831,100 | $141,370 | 12/31/2023 | Call | 424,700 | $72,241 | 12/31/2023 | Eisler Capital UK Ltd. | | $-70,800 | 12/31/2023 | Put | 650,025 | $110,569 | 12/31/2023 | Call | 177,025 | $30,112 | 12/31/2023 | JPM | 56,772 | $9,657 | 12/31/2023 | Capital Fund Management S.A. | | $-72,888 | 12/31/2023 | Put | 959,800 | $163,262 | 12/31/2023 | Call | 531,300 | $90,374 | 12/31/2023 | Millennium Management LLC | | $-73,772 | 12/31/2023 | Put | 2,190,200 | $372,553 | 12/31/2023 | Call | 1,599,700 | $272,109 | 12/31/2023 | JPM | 156,802 | $26,672 | 12/31/2023 | PEAK6 Investments LLC | | $-86,462 | 12/31/2023 | Put | 637,100 | $108,371 | 12/31/2023 | Call | 119,300 | $20,293 | 12/31/2023 | JPM | 9,500 | $1,616 | 12/31/2023 | Balyasny Asset Management LLC | | $-86,586 | 12/31/2023 | Put | 1,968,600 | $334,859 | 12/31/2023 | JPM | 1,149,372 | $195,508 | 12/31/2023 | Call | 310,200 | $52,765 | 12/31/2023 | Capstone Investment Advisors LLC | | $-106,768 | 12/31/2023 | Put | 1,145,700 | $194,884 | 12/31/2023 | Call | 517,300 | $87,993 | 12/31/2023 | JPM | 722 | $123 | 12/31/2023 | CMT Capital Markets Trading GmbH | | $-171,325 | 12/31/2023 | Put | 2,158,400 | $367,144 | 12/31/2023 | Call | 1,150,000 | $195,615 | 12/31/2023 | JPM | 1,200 | $204 | 12/31/2023 | Curated Wealth Partners LLC | | $-838,057 | 03/31/2024 | Put | 4,184 | $838,057 | 03/31/2024 | Assenagon Asset Management S.A. | | $-848,854 | 03/31/2024 | Put | 4,950,000 | $991,485 | 03/31/2024 | Call | 620,000 | $124,186 | 03/31/2024 | JPM | 92,088 | $18,445 | 03/31/2024 | Mendel Money Management | | $-1,840,652 | 12/31/2023 | Put | 10,821 | $1,840,652 | 12/31/2023 | Genus Capital Management Inc. | 55,949 | $-9,516,925 | 12/31/2023 | Put | 55,949 | $9,516,925 | 12/31/2023 |
See Summary: Institutional Holders of JPM
See Details: Top 10 Hedge Funds Holding JPM
Also See: JPM Insider Buying
Also See: JPM Holdings Changes
Analysts Forecast: JPMorgan Chase and Price Target
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