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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
2326
Financial Enhancement Group
Indiana
$218K – – –
OAM
2327
Occidental Asset Management
California
$218K – – –
CCM
2328
Chickasaw Capital Management
Tennessee
$217K – – –
BCB
2329
Brian C. Broderick
$214K – – –
CAL
2330
Capital Advisors Ltd
Ohio
$213K – – –
MPM
2331
Meritage Portfolio Management
Kansas
$213K – – –
HCM
2332
Harvest Capital Management
New Hampshire
$212K – – –
DWA
2333
Divergent Wealth Advisors
Utah
$212K +$219K +1,931 New
CAM
2334
Crestone Asset Management
Colorado
$211K – – –
DPI
2335
Diversified Portfolios Inc
Michigan
$211K – – –
CCMT
2336
CMT Capital Markets Trading
Germany
$211K +$217K +1,917 New
EIG
2337
Ellenbecker Investment Group
Wisconsin
$210K -$42K -371 -16%
NFG
2338
Nations Financial Group
Iowa
$210K +$216K +1,906 New
LRIA
2339
Leonard Rickey Investment Advisors
Washington
$209K – – –
CA
2340
Capital Advantage
California
$209K +$215K +1,896 New
FWSM
2341
First Wilshire Securities Management
California
$208K – – –
KTA
2342
Keeley-Teton Advisors
Illinois
$208K – – –
LWA
2343
Lenox Wealth Advisors
New York
$208K +$18K +159 +9%
HCM
2344
HMS Capital Management
Tennessee
$208K +$214K +1,889 New
AAM
2345
Azzad Asset Management
Virginia
$207K – – –
RBCM
2346
Raub Brock Capital Management
California
$204K +$210K +1,856 New
NP
2347
NorthRock Partners
Minnesota
$203K +$209K +1,844 New
RHFI
2348
Reilly Herbert Faulkner III
$202K +$208K +1,834 New
NIC
2349
Northwest Investment Counselors
Oregon
$201K -$11.1K -98 -5%
MSFP
2350
Mark Sheptoff Financial Planning
Connecticut
$201K +$34K +300 +20%