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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1876
Gilbert & Cook
Iowa
$354K +$312K +4,097 New
RPAM
1877
Rhenman & Partners Asset Management
Sweden
$353K +$107K +1,399 +52%
RSVP
1878
Ramsay Stattman Vela & Price
Colorado
$351K -$30.1K -395 -9%
CCM
1879
Carlson Capital Management
Minnesota
$348K -$24.9K -326 -7%
SNBOSD
1880
Security National Bank of So Dak
Iowa
$346K – – –
CL
1881
Croft-Leominster
Maryland
$345K -$305K -4,000 Closed
HCM
1882
Harvey Capital Management
Florida
$345K – – –
IWA
1883
Intercontinental Wealth Advisors
Texas
$345K +$12.6K +165 +4%
SIM
1884
Sadoff Investment Management
Wisconsin
$342K -$26.7K -350 -8%
FPCP
1885
Fort Point Capital Partners
California
$341K -$194K -2,547 -38%
MA
1886
Marshwinds Advisory
Georgia
$341K -$32.9K -431 -10%
CCM
1887
Cribstone Capital Management
Maine
$341K -$534 -7 -0.2%
SFS
1888
Summit Financial Strategies
Ohio
$340K +$23.6K +309 +9%
RWM
1889
RKL Wealth Management
Pennsylvania
$339K +$300K +3,931 New
CIAS
1890
Capital Investment Advisory Services
North Carolina
$338K +$298K +3,914 New
VWM
1891
Vector Wealth Management
Minnesota
$336K -$25.3K -332 -8%
FC
1892
Financial Consulate
Maryland
$336K – – –
KPCM
1893
Kings Point Capital Management
New York
$336K – – –
FCMC
1894
Founders Capital Management (Connecticut)
Connecticut
$335K +$1.75K +23 +0.6%
JSL
1895
JT Stratford LLC
Georgia
$334K +$295K +3,874 New
MFW
1896
Mosaic Family Wealth
Missouri
$333K -$580K -7,610 -66%
SS
1897
Simplicity Solutions
Minnesota
$333K +$10.5K +138 +4%
DWM
1898
Darwin Wealth Management
Florida
$331K +$1.22K +16 +0.4%
SFG
1899
SNS Financial Group
Minnesota
$330K +$292K +3,830 New
RG
1900
Rikoon Group
New Mexico
$329K +$45.7K +599 +19%