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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
2101
Hamilton Point Investment Advisors
North Carolina
$479K – – –
LI
2102
LVZ Inc
Michigan
$479K – – –
TPW
2103
Tiller Private Wealth
Pennsylvania
$479K +$52.2K +460 +12%
CA
2104
Continuum Advisory
Idaho
$476K +$240K +2,111 +101%
PFA
2105
Pathway Financial Advisors
Vermont
$474K – – –
MWM
2106
Modera Wealth Management
New Jersey
$472K +$40.2K +354 +9%
SFG
2107
Sather Financial Group
Texas
$470K -$788K -6,946 -62%
BIA
2108
BHK Investment Advisors
Alabama
$470K +$2.61K +23 +0.6%
BWA
2109
Burt Wealth Advisors
Maryland
$468K -$69.2K -610 -13%
DCM
2110
Dynamic Capital Management
Jersey
$468K +$471K +4,150 New
WIM
2111
Westside Investment Management
California
$464K +$24.2K +213 +5%
ACM
2112
Alethea Capital Management
Washington
$463K – – –
CAM
2113
Claret Asset Management
Quebec, Canada
$463K +$32.6K +287 +8%
EIA
2114
Edgemoor Investment Advisors
Maryland
$462K -$50.6K -446 -10%
FRA
2115
Front Row Advisors
California
$461K +$2.84K +25 +0.6%
WA1
2116
Wimmer Associates 1
California
$458K – – –
KSA
2117
Ken Stern & Associates
California
$455K – – –
SQA
2118
Simon Quick Advisors
New Jersey
$453K -$38.5K -339 -8%
AC
2119
Allstate Corporation
Illinois
$452K +$44.2K +389 +11%
GKWIM
2120
Gerber Kawasaki Wealth & Investment Management
California
$451K +$103K +906 +29%
AIM
2121
Allen Investment Management
New York
$449K – – –
DSAM
2122
Dock Street Asset Management
Florida
$445K – – –
SAM
2123
Seelaus Asset Management
New Jersey
$443K – – –
CA
2124
Crewe Advisors
Utah
$442K – – –
AWE
2125
Avidian Wealth Enterprises
Texas
$441K -$200K -1,762 -31%
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85
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