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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2526
Lantz Financial
Illinois
$948K +$101K +798 +13%
AWM
2527
Angeles Wealth Management
California
$947K +$134K +1,058 +18%
KFA
2528
Kelleher Financial Advisors
New York
$947K +$760 +6 +0.1%
PCM
2529
Prelude Capital Management
New York
$946K +$400K +3,157 +81%
AMC
2530
Asset Management Corp
Illinois
$944K -$138K -1,091 -13%
EIA
2531
Edgemoor Investment Advisors
Maryland
$943K +$220K +1,733 +33%
SCA
2532
Sippican Capital Advisors
Massachusetts
$941K -$12.7K -100 -1%
FPA
2533
First Pacific Advisors
California
$939K – – –
MIC
2534
Meridian Investment Counsel
California
$938K – – –
CWP
2535
Core Wealth Partners
California
$936K +$912K +7,197 New
PWM
2536
Purus Wealth Management
California
$934K -$4.94K -39 -0.6%
OIS
2537
Okabena Investment Services
Minnesota
$933K -$454K -3,587 -34%
CFA
2538
CWS Financial Advisors
Michigan
$933K -$53.5K -422 -6%
PCH
2539
PGIM Custom Harvest
New Jersey
$931K +$880K +6,943 New
FCB
2540
First Command Bank
Texas
$931K +$48.4K +382 +6%
FCFS
2541
First Command Financial Services
Texas
$931K +$48.4K +382 +6%
EBSAM
2542
Eubel Brady & Suttman Asset Management
Ohio
$930K -$1.9K -15 -0.2%
PA
2543
Probity Advisors
Texas
$927K – – –
CCG
2544
Coastwise Capital Group
California
$925K +$874K +6,900 New
UM
2545
Ulysses Management
New York
$925K -$393K -3,100 -31%
HGERS
2546
Householder Group Estate & Retirement Specialist
Arizona
$924K -$2.66K -21 -0.3%
CIA
2547
Cladis Investment Advisory
Montana
$922K +$4.56K +36 +0.5%
BWP
2548
Balboa Wealth Partners
Arizona
$921K -$80K -631 -8%
CPA
2549
Capital Planning Advisors
California
$921K -$1.64M -12,961 -65%
GWS
2550
Glassman Wealth Services
Virginia
$920K +$93.6K +739 +12%
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102
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