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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
3101
Marotta Asset Management
Virginia
$268K – – –
HGWM
3102
Horst & Graben Wealth Management
Oregon
$268K +$2.41K +21 +0.8%
PCMK
3103
Paragon Capital Management (Kansas)
Kansas
$268K +$12.6K +110 +4%
LDFR
3104
Lehman & Derafelo Financial Resources
Pennsylvania
$267K -$161K -1,400 -35%
HKAM
3105
Horizon Kinetics Asset Management
New York
$267K -$18.6K -162 -6%
LFM
3106
LGT Fund Management
Liechtenstein
$266K -$11.5M -100,279 -98%
TFGT
3107
TS Financial Group (TSFG)
Illinois
$266K +$230 +2 +0.1%
AMR
3108
Asset Management Resources
Massachusetts
$266K +$62.5K +545 +27%
LIM
3109
Lathrop Investment Management
Arkansas
$265K – – –
APW
3110
Axim Planning & Wealth
Ohio
$265K +$28K +244 +11%
MC
3111
Manteio Capital
New Jersey
$265K +$291K +2,538 New
AGA
3112
Arkos Global Advisors
Texas
$263K -$47.1K -410 -14%
SFG
3113
Snider Financial Group
Washington
$263K -$24.8K -216 -8%
IF
3114
Integrity Financial
Wyoming
$263K -$344 -3 -0.1%
VCP
3115
Vista Capital Partners
Oregon
$262K -$65.4K -570 -19%
Vanguard Capital Wealth Advisors
3116
Vanguard Capital Wealth Advisors
Colorado
$262K -$21.7K -189 -7%
ACM
3117
Alethea Capital Management
Washington
$261K -$68.9K -600 -19%
PC
3118
Permit Capital
Pennsylvania
$261K – – –
WP
3119
Wealthspan Partners
Iowa
$261K +$5.51K +48 +2%
HCP
3120
Holt Capital Partners
Texas
$260K – – –
B
3121
Bridgeworth
Alabama
$260K +$11.5K +100 +4%
HFM
3122
Hartford Funds Management
Pennsylvania
$260K +$81.4K +709 +40%
AR
3123
Apeiron RIA
Texas
$260K +$292K +2,547 New
RA
3124
Riversedge Advisors
Delaware
$259K -$157K -1,369 -36%
CWG
3125
Crown Wealth Group
North Carolina
$257K +$45.1K +393 +19%