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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1776
ARGA Investment Management
Connecticut
$260K +$254K +3,900 New
SSA
1777
Schonfeld Strategic Advisors
New York
$260K +$254K +3,900 New
KPCM
1778
Kings Point Capital Management
New York
$259K -$142K -2,178 -36%
FC
1779
Financial Consulate
Maryland
$259K -$6.52K -100 -3%
MIC
1780
MU Investments Company
Japan
$257K -$275K -4,220 -52%
FCMC
1781
Founders Capital Management (Connecticut)
Connecticut
$257K +$1.7K +26 +0.7%
MSE
1782
MUFG Securities EMEA
United Kingdom
$257K +$251K +3,853 New
IWA
1783
Intercontinental Wealth Advisors
Texas
$255K -$1.5K -23 -0.6%
DWM
1784
Darwin Wealth Management
Florida
$254K -$1.89K -29 -0.8%
CRIG
1785
Charter Research & Investment Group
Connecticut
$253K – – –
HPIA
1786
Hamilton Point Investment Advisors
North Carolina
$253K +$10.3K +158 +4%
CC
1787
Cornerstone Capital
California
$252K – – –
CFS
1788
Commonwealth Financial Services
West Virginia
$250K +$115K +1,763 +89%
SS
1789
Simplicity Solutions
Minnesota
$248K -$13.4K -206 -5%
EIA
1790
Edgemoor Investment Advisors
Maryland
$247K – – –
MKC
1791
M. Kraus & Co
Vermont
$243K +$261 +4 +0.1%
ST
1792
Sabal Trust
Florida
$242K +$1.3K +20 +0.6%
SFS
1793
Summit Financial Strategies
Ohio
$242K +$13.6K +208 +6%
IHL
1794
Investment House LLC
California
$241K -$282K -4,320 -54%
HF
1795
HRT Financial
New York
$233K -$26.3K -404 -10%
YMRC
1796
Yorktown Management & Research Company
Virginia
$233K – – –
TFF
1797
The Family Firm
Maryland
$233K +$782 +12 +0.3%
WI
1798
Wedgewood Investors
Pennsylvania
$229K -$2.61K -40 -1%
KFS
1799
Kurt F. Somerville
$229K – – –
BJ
1800
Brouwer & Janachowski
California
$229K +$224K +3,438 New
70 71
72
73 74