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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2476
Toth Financial Advisory
Virginia
$204K +$1.06K +10 +0.5%
SIA
2477
Strategic Investment Advisors
Michigan
$204K +$222K +2,088 New
MAA
2478
Mraz Amerine & Associates
California
$203K – – –
SWMG
2479
Strategic Wealth Management Group
Maryland
$203K +$221K +2,075 New
NP
2480
NorthRock Partners
Minnesota
$202K +$26.1K +245 +13%
MCMT
2481
Moon Capital Management (Tennessee)
Tennessee
$201K – – –
SNBOSCI
2482
Security National Bank of Sioux City Iowa
Iowa
$200K – – –
ARMC
2483
American Research & Management Company
Massachusetts
$200K +$5.33K +50 +3%
TCCM
2484
Timber Creek Capital Management
Massachusetts
$196K – – –
TCM
2485
Tanaka Capital Management
New York
$195K – – –
NCM
2486
New Capital Management
Texas
$194K -$14.9K -140 -7%
FEG
2487
Financial Enhancement Group
Indiana
$191K – – –
BCI
2488
Brinker Capital Investments
Pennsylvania
$189K +$91.8K +862 +80%
LWA
2489
Lenox Wealth Advisors
New York
$187K – – –
LD
2490
Lipe & Dalton
New York
$184K +$201K +1,883 New
EWA
2491
ERTS Wealth Advisors
Michigan
$177K +$193K +1,816 New
BC
2492
Barnett & Company
Tennessee
$172K -$30.5K -286 -14%
NC
2493
NewSquare Capital
Pennsylvania
$172K +$12.1K +114 +7%
MWC
2494
MKD Wealth Coaches
Michigan
$172K +$188K +1,764 New
CAM
2495
CenterStar Asset Management
Illinois
$166K – – –
HCM
2496
Horrell Capital Management
Arkansas
$161K – – –
RCAG
2497
Rehmann Capital Advisory Group
Michigan
$154K -$2.13M -19,993 -93%
PCFFS
2498
Pacific Center for Financial Services
California
$150K -$6.29K -59 -4%
KL
2499
KWMG LLC
Kansas
$148K – – –
BL
2500
Balentine LLC
Georgia
$144K +$105K +985 +200%
98 99
100
101 102