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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2101
Sather Financial Group
Texas
$470K -$788K -6,946 -62%
BIA
2102
BHK Investment Advisors
Alabama
$470K +$2.61K +23 +0.6%
BWA
2103
Burt Wealth Advisors
Maryland
$468K -$69.2K -610 -13%
DCM
2104
Dynamic Capital Management
Jersey
$468K +$471K +4,150 New
WIM
2105
Westside Investment Management
California
$464K +$24.2K +213 +5%
ACM
2106
Alethea Capital Management
Washington
$463K – – –
CAM
2107
Claret Asset Management
Quebec, Canada
$463K +$32.6K +287 +8%
EIA
2108
Edgemoor Investment Advisors
Maryland
$462K -$50.6K -446 -10%
WA1
2109
Wimmer Associates 1
California
$458K – – –
KSA
2110
Ken Stern & Associates
California
$455K – – –
SQA
2111
Simon Quick Advisors
New Jersey
$453K -$38.5K -339 -8%
AC
2112
Allstate Corporation
Illinois
$452K +$44.2K +389 +11%
GKWIM
2113
Gerber Kawasaki Wealth & Investment Management
California
$451K +$103K +906 +29%
AIM
2114
Allen Investment Management
New York
$449K – – –
DSAM
2115
Dock Street Asset Management
Florida
$445K – – –
SAM
2116
Seelaus Asset Management
New Jersey
$443K – – –
CA
2117
Crewe Advisors
Utah
$442K – – –
AWE
2118
Avidian Wealth Enterprises
Texas
$441K -$200K -1,762 -31%
RWMH
2119
Riverpoint Wealth Management Holdings
Illinois
$441K +$11.4K +100 +3%
SWK
2120
Stephen W. Kidder
$439K – – –
FCB
2121
First Command Bank
Texas
$437K +$7.72K +68 +2%
FCFS
2122
First Command Financial Services
Texas
$437K +$7.72K +68 +2%
CCM
2123
Carlson Capital Management
Minnesota
$436K +$161K +1,416 +58%
TAIM
2124
TD Ameritrade Investment Management
Nebraska
$435K +$335K +2,955 +329%
CIA
2125
Cascade Investment Advisors
Oregon
$434K – – –
83 84
85
86 87