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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2501
Lenox Wealth Advisors
New York
$193K -$103 -1 -0.1%
LD
2502
Lipe & Dalton
New York
$191K – – –
PCMK
2503
Paragon Capital Management (Kansas)
Kansas
$188K +$192K +1,861 New
LWM
2504
Lenox Wealth Management
Ohio
$186K +$52.2K +507 +38%
BC
2505
Barnett & Company
Tennessee
$179K – – –
NC
2506
NewSquare Capital
Pennsylvania
$179K – – –
MWC
2507
MKD Wealth Coaches
Michigan
$179K +$927 +9 +0.5%
KC
2508
Knuff & Co
California
$175K +$67K +650 +60%
SCM
2509
Shelton Capital Management
Colorado
$174K -$15.2M -147,901 -89%
HCM
2510
Horrell Capital Management
Arkansas
$167K – – –
SFA
2511
Semmax Financial Advisors
North Carolina
$167K +$111K +1,076 +187%
AA
2512
Advisory Alpha
Michigan
$164K +$150K +1,457 New
QT
2513
Quantbot Technologies
New York
$162K -$7.09M -68,776 -98%
KL
2514
KWMG LLC
Kansas
$153K – – –
AIS
2515
Accurate Investment Solutions
Pennsylvania
$148K +$412 +4 +0.3%
LWM
2516
Liberty Wealth Management
California
$147K -$412 -4 -0.3%
FFW
2517
Fusion Family Wealth
New York
$142K -$729K -7,073 -83%
BL
2518
Balentine LLC
Georgia
$141K -$8.65K -84 -6%
1NWS
2519
1 North Wealth Services
Maryland
$136K +$3.61K +35 +3%
PCFFS
2520
Pacific Center for Financial Services
California
$132K -$24K -233 -15%
PCC
2521
Park Circle Company
Maryland
$132K – – –
NWA
2522
New World Advisors
Massachusetts
$130K +$132K +1,286 New
LYV
2523
Live Your Vision
Pennsylvania
$129K +$7.73K +75 +7%
KFS
2524
Kelly Financial Services
Massachusetts
$127K +$129K +1,254 New
HFM
2525
Harvest Fund Management
China
$125K – – –
99 100
101
102 103