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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
2476
Capital Investment Counsel Inc
North Carolina
$214K +$217K +2,111 New
TFA
2477
Toth Financial Advisory
Virginia
$213K +$1.03K +10 +0.5%
LC
2478
Landaas & Company
Wisconsin
$212K -$278K -2,696 -56%
KLI
2479
Kelman-Lazarov Inc
Tennessee
$212K +$216K +2,095 New
ADMI
2480
Albert D. Mason Inc
Massachusetts
$211K -$24.7K -240 -10%
SWMG
2481
Strategic Wealth Management Group
Maryland
$211K +$618 +6 +0.3%
CAM
2482
Crestone Asset Management
Colorado
$211K +$214K +2,080 New
NA
2483
Navellier & Associates
Nevada
$211K +$214K +2,081 New
PHAM
2484
Palisades Hudson Asset Management
Florida
$210K -$176K -1,711 -45%
LFS
2485
Legacy Financial Strategies
Kansas
$210K -$3.61K -35 -2%
MCMT
2486
Moon Capital Management (Tennessee)
Tennessee
$208K – – –
SNBOSCI
2487
Security National Bank of Sioux City Iowa
Iowa
$208K – – –
EWA
2488
ERTS Wealth Advisors
Michigan
$205K +$21.2K +206 +11%
TCCM
2489
Timber Creek Capital Management
Massachusetts
$204K – – –
DPI
2490
Diversified Portfolios Inc
Michigan
$204K +$208K +2,019 New
TCM
2491
Tanaka Capital Management
New York
$203K +$1.13K +11 +0.6%
GIP
2492
Greatmark Investment Partners
Georgia
$203K +$207K +2,010 New
MLFP
2493
MPS Loria Financial Planners
Illinois
$202K -$69.2K -672 -25%
EC
2494
EJF Capital
Virginia
$202K -$51.5K -500 -20%
ROC
2495
River Oaks Capital
Minnesota
$202K -$51.5K -500 -20%
MCM
2496
McRae Capital Management
New Jersey
$202K -$30.9K -300 -13%
MAA
2497
Mraz Amerine & Associates
California
$202K -$8.65K -84 -4%
NCM
2498
New Capital Management
Texas
$202K +$1.44K +14 +0.7%
LBA
2499
Letko, Brosseau & Associates
Quebec, Canada
$202K +$206K +2,000 New
SIM
2500
Spark Investment Management
New York
$202K +$206K +2,000 New
98 99
100
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