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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
2326
Meritage Portfolio Management
Kansas
$213K – – –
HCM
2327
Harvest Capital Management
New Hampshire
$212K – – –
DWA
2328
Divergent Wealth Advisors
Utah
$212K +$219K +1,931 New
CAM
2329
Crestone Asset Management
Colorado
$211K – – –
DPI
2330
Diversified Portfolios Inc
Michigan
$211K – – –
CCMT
2331
CMT Capital Markets Trading
Germany
$211K +$217K +1,917 New
EIG
2332
Ellenbecker Investment Group
Wisconsin
$210K -$42K -371 -16%
NFG
2333
Nations Financial Group
Iowa
$210K +$216K +1,906 New
LRIA
2334
Leonard Rickey Investment Advisors
Washington
$209K – – –
CA
2335
Capital Advantage
California
$209K +$215K +1,896 New
FWSM
2336
First Wilshire Securities Management
California
$208K – – –
KTA
2337
Keeley-Teton Advisors
Illinois
$208K – – –
LWA
2338
Lenox Wealth Advisors
New York
$208K +$18K +159 +9%
HCM
2339
HMS Capital Management
Tennessee
$208K +$214K +1,889 New
AAM
2340
Azzad Asset Management
Virginia
$207K – – –
RBCM
2341
Raub Brock Capital Management
California
$204K +$210K +1,856 New
NP
2342
NorthRock Partners
Minnesota
$203K +$209K +1,844 New
RHFI
2343
Reilly Herbert Faulkner III
$202K +$208K +1,834 New
NIC
2344
Northwest Investment Counselors
Oregon
$201K -$11.1K -98 -5%
MSFP
2345
Mark Sheptoff Financial Planning
Connecticut
$201K +$34K +300 +20%
AC
2346
Avenir Corporation
Virginia
$201K +$207K +1,830 New
SC
2347
SRB Corp
Massachusetts
$200K -$14K -124 -6%
NC
2348
NewSquare Capital
Pennsylvania
$198K +$8.38K +74 +4%
BC
2349
Barnett & Company
Tennessee
$194K – – –
MWM
2350
MinichMacGregor Wealth Management
New York
$193K +$3.17K +28 +2%
92 93
94
95 96