JP Morgan noms I think are the other half of Neweconomy (i.e. same insto but shifting holdings around to different nominee accounts for all or part of their holding)
Citicorp nominees on the other hand is new... maybe another insto who's been building a position in stealth?
Mclarty I am fairly sure is out of EMV entirely.
Truebell are a small fund and possibly had some forced selling with redemptions - past 18 months has not been an easy market in spec end of town, I have heard of plenty of smaller funds who have unfortunately been forced to trim some positions to manage redepmtions during the risk-off / panic periods, which are hopefully now mostly behind us!
Ryan, as mentioned before, overall he holds more than he held last annual, despite one of his holdings (#2 holding) appearing lower.
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