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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2476
Legacy Financial Strategies
Kansas
$210K -$3.61K -35 -2%
MCMT
2477
Moon Capital Management (Tennessee)
Tennessee
$208K – – –
SNBOSCI
2478
Security National Bank of Sioux City Iowa
Iowa
$208K – – –
EWA
2479
ERTS Wealth Advisors
Michigan
$205K +$21.2K +206 +11%
TCCM
2480
Timber Creek Capital Management
Massachusetts
$204K – – –
DPI
2481
Diversified Portfolios Inc
Michigan
$204K +$208K +2,019 New
TCM
2482
Tanaka Capital Management
New York
$203K +$1.13K +11 +0.6%
GIP
2483
Greatmark Investment Partners
Georgia
$203K +$207K +2,010 New
MLFP
2484
MPS Loria Financial Planners
Illinois
$202K -$69.2K -672 -25%
EC
2485
EJF Capital
Virginia
$202K -$51.5K -500 -20%
ROC
2486
River Oaks Capital
Minnesota
$202K -$51.5K -500 -20%
MCM
2487
McRae Capital Management
New Jersey
$202K -$30.9K -300 -13%
MAA
2488
Mraz Amerine & Associates
California
$202K -$8.65K -84 -4%
NCM
2489
New Capital Management
Texas
$202K +$1.44K +14 +0.7%
LBA
2490
Letko, Brosseau & Associates
Quebec, Canada
$202K +$206K +2,000 New
SIM
2491
Spark Investment Management
New York
$202K +$206K +2,000 New
LWA
2492
Lenox Wealth Advisors
New York
$193K -$103 -1 -0.1%
LD
2493
Lipe & Dalton
New York
$191K – – –
PCMK
2494
Paragon Capital Management (Kansas)
Kansas
$188K +$192K +1,861 New
LWM
2495
Lenox Wealth Management
Ohio
$186K +$52.2K +507 +38%
BC
2496
Barnett & Company
Tennessee
$179K – – –
NC
2497
NewSquare Capital
Pennsylvania
$179K – – –
MWC
2498
MKD Wealth Coaches
Michigan
$179K +$927 +9 +0.5%
KC
2499
Knuff & Co
California
$175K +$67K +650 +60%
SCM
2500
Shelton Capital Management
Colorado
$174K -$15.2M -147,901 -89%
98 99
100
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