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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIMU
2476
Veritas Investment Management (UK)
United Kingdom
$244K – – –
NA
2477
Navellier & Associates
Nevada
$244K +$11K +100 +5%
LFS
2478
Legacy Financial Strategies
Kansas
$242K +$5.29K +48 +2%
CWA
2479
Clarus Wealth Advisors
Arizona
$241K +$232K +2,104 +4,294%
LGWM
2480
Litman Gregory Wealth Management
California
$240K +$135K +1,225 +133%
RHFI
2481
Reilly Herbert Faulkner III
$240K +$237K +2,148 New
FA
2482
Financial Advisors
Massachusetts
$239K -$21.1K -191 -8%
RWM
2483
Reston Wealth Management
Virginia
$237K – – –
LWM
2484
Lenox Wealth Management
Ohio
$237K +$31.9K +289 +16%
KIM
2485
Karpus Investment Management
New York
$236K – – –
TFA
2486
Toth Financial Advisory
Virginia
$236K +$992 +9 +0.4%
TCCM
2487
Timber Creek Capital Management
Massachusetts
$236K +$11K +100 +5%
LC
2488
Landaas & Company
Wisconsin
$235K +$441 +4 +0.2%
MCM
2489
McRae Capital Management
New Jersey
$235K +$11K +100 +5%
KLI
2490
Kelman-Lazarov Inc
Tennessee
$234K – – –
ADMI
2491
Albert D. Mason Inc
Massachusetts
$233K – – –
CAM
2492
Crestone Asset Management
Colorado
$233K – – –
MTC
2493
McDaniel Terry & Co
Texas
$232K -$43.1K -391 -16%
PHAM
2494
Palisades Hudson Asset Management
Florida
$232K – – –
LRIA
2495
Leonard Rickey Investment Advisors
Washington
$232K +$229K +2,077 New
VBFG
2496
Vishria Bird Financial Group
Tennessee
$231K +$228K +2,067 New
BRC
2497
Bell Rock Capital
Delaware
$230K -$2.58M -23,423 -92%
SNBOSCI
2498
Security National Bank of Sioux City Iowa
Iowa
$230K – – –
BWM
2499
Brickley Wealth Management
California
$230K +$227K +2,059 New
CIC
2500
Cutler Investment Counsel
Oregon
$229K +$226K +2,051 New
98 99
100
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