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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
2651
Timber Creek Capital Management
Massachusetts
$295K – – –
LC
2652
Landaas & Company
Wisconsin
$294K +$641 +5 +0.2%
CA
2653
Capital Advantage
California
$294K +$8.46K +66 +3%
LWM
2654
Lenox Wealth Management
Ohio
$293K -$61K -476 -18%
BBL
2655
Beck Bode LLC
Massachusetts
$293K -$34.6K -270 -11%
FC
2656
FCA Corp
Texas
$293K – – –
MCM
2657
McRae Capital Management
New Jersey
$293K – – –
CWM
2658
Campbell Wealth Management
Virginia
$292K -$49.4K -385 -16%
RPAM
2659
Rhenman & Partners Asset Management
Sweden
$292K -$48.4K -377 -15%
KLI
2660
Kelman-Lazarov Inc
Tennessee
$292K – – –
VFM
2661
Vivid Financial Management
California
$290K +$271K +2,113 New
BWM
2662
Brickley Wealth Management
California
$289K +$5.64K +44 +2%
PO
2663
Private Ocean
California
$289K +$85K +663 +47%
EFL
2664
ERn Financial LLC
Wisconsin
$289K +$266K +2,071 New
AFG
2665
Affinia Financial Group
Massachusetts
$288K +$265K +2,063 New
SNBOSCI
2666
Security National Bank of Sioux City Iowa
Iowa
$286K – – –
KM
2667
Kalos Management
Georgia
$285K +$262K +2,045 New
AWM
2668
Apollon Wealth Management
South Carolina
$283K +$128 +1 +0%
MWM
2669
Madison Wealth Management
Ohio
$283K +$260K +2,027 New
LRIC
2670
Long Road Investment Counsel
Michigan
$283K +$261K +2,032 New
MLFP
2671
MPS Loria Financial Planners
Illinois
$280K +$770 +6 +0.3%
CCM
2672
Chickasaw Capital Management
Tennessee
$279K – – –
RC
2673
Rovin Capital
Arizona
$279K +$257K +2,002 New
RA
2674
Rational Advisors
New York
$276K -$1.2M -9,343 -82%
NCM
2675
New Capital Management
Texas
$276K – – –
105 106
107
108 109