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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1776
Intercontinental Wealth Advisors
Texas
$239K -$812 -13 -0.3%
DWM
1777
Darwin Wealth Management
Florida
$239K +$240K +3,850 New
FCMC
1778
Founders Capital Management (Connecticut)
Connecticut
$238K +$1.44K +23 +0.6%
CRIG
1779
Charter Research & Investment Group
Connecticut
$236K -$75K -1,200 -24%
NEPPG
1780
New England Professional Planning Group
Rhode Island
$236K – – –
DE
1781
Day & Ennis
Georgia
$235K – – –
CC
1782
Cornerstone Capital
California
$235K +$2.62K +42 +1%
FMA
1783
FNY Managed Accounts
New York
$233K +$153K +2,446 +188%
FGP
1784
Foyston, Gordon, & Payne
Ontario, Canada
$233K – – –
CPS
1785
Counsel Portfolio Services
Ontario, Canada
$230K – – –
EIA
1786
Edgemoor Investment Advisors
Maryland
$230K – – –
IIC
1787
Ironwood Investment Counsel
Arizona
$227K -$110K -1,761 -33%
GJCM
1788
Grand Jean Capital Management
California
$227K +$228K +3,650 New
TFCP
1789
Twin Focus Capital Partners
Massachusetts
$226K -$45.2K -724 -17%
HPIA
1790
Hamilton Point Investment Advisors
North Carolina
$226K – – –
MKC
1791
M. Kraus & Co
Vermont
$226K – – –
ST
1792
Sabal Trust
Florida
$224K +$225K +3,610 New
MWM
1793
Merriman Wealth Management
Washington
$220K +$221K +3,533 New
BFG
1794
Beacon Financial Group
Texas
$219K -$23.4K -375 -9%
C
1795
CFO4Life
Texas
$219K +$62 +1 +0%
YMRC
1796
Yorktown Management & Research Company
Virginia
$217K – – –
TFF
1797
The Family Firm
Maryland
$217K +$687 +11 +0.3%
WI
1798
Wedgewood Investors
Pennsylvania
$216K – – –
PRS
1799
Pinkerton Retirement Specialists
Idaho
$216K +$214K +3,425 +5,905%
FMP
1800
Financial Management Professionals
Texas
$215K +$22.7K +363 +12%
70 71
72
73 74