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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2501
Transamerica Financial Advisors
Florida
$222K +$219K +1,986 New
SWMG
2502
Strategic Wealth Management Group
Maryland
$221K -$11.4K -103 -5%
PCMK
2503
Paragon Capital Management (Kansas)
Kansas
$221K +$12.9K +117 +6%
FPGK
2504
Financial Partners Group (Kansas)
Kansas
$220K +$217K +1,964 New
AC
2505
Avenir Corporation
Virginia
$220K +$217K +1,970 New
DIP
2506
DT Investment Partners
Pennsylvania
$219K +$216K +1,961 New
MAA
2507
Mraz Amerine & Associates
California
$217K -$6.73K -61 -3%
GAM
2508
Garrison Asset Management
Arkansas
$217K +$214K +1,944 New
AIFS
2509
A&I Financial Services
Colorado
$216K +$213K +1,935 New
DWA
2510
Divergent Wealth Advisors
Utah
$216K +$213K +1,935 New
MWM
2511
MinichMacGregor Wealth Management
New York
$214K +$208K +1,887 New
IA
2512
Independence Advisors
Pennsylvania
$214K +$211K +1,910 New
OWM
2513
Orgel Wealth Management
Wisconsin
$213K +$210K +1,907 New
Marshall Wace
2514
Marshall Wace
United Kingdom
$212K -$7.34M -66,565 -97%
LD
2515
Lipe & Dalton
New York
$211K
NA
2516
Nottingham Advisors
New York
$210K +$207K +1,879 New
DPI
2517
Diversified Portfolios Inc
Michigan
$209K -$16.5K -150 -7%
BDF
2518
Black Diamond Financial
Maryland
$208K +$206K +1,864 New
BCB
2519
Brian C. Broderick
$207K +$204K +1,848 New
CCT
2520
Capital City Trust
Florida
$207K +$204K +1,849 New
FC
2521
FCA Corp
Texas
$207K +$204K +1,850 New
CHA
2522
Cooper/Haims Advisors
New York
$207K +$204K +1,851 New
B
2523
Bridgeworth
Alabama
$206K +$203K +1,842 New
SAM
2524
SP Asset Management
California
$206K +$204K +1,846 New
WG
2525
Winton Group
United Kingdom
$205K -$437K -3,966 -68%