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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1876
Croft-Leominster
Maryland
$345K -$305K -4,000 Closed
HCM
1877
Harvey Capital Management
Florida
$345K – – –
IWA
1878
Intercontinental Wealth Advisors
Texas
$345K +$12.6K +165 +4%
SIM
1879
Sadoff Investment Management
Wisconsin
$342K -$26.7K -350 -8%
FPCP
1880
Fort Point Capital Partners
California
$341K -$194K -2,547 -38%
MA
1881
Marshwinds Advisory
Georgia
$341K -$32.9K -431 -10%
CCM
1882
Cribstone Capital Management
Maine
$341K -$534 -7 -0.2%
SFS
1883
Summit Financial Strategies
Ohio
$340K +$23.6K +309 +9%
RWM
1884
RKL Wealth Management
Pennsylvania
$339K +$300K +3,931 New
CIAS
1885
Capital Investment Advisory Services
North Carolina
$338K +$298K +3,914 New
VWM
1886
Vector Wealth Management
Minnesota
$336K -$25.3K -332 -8%
FC
1887
Financial Consulate
Maryland
$336K – – –
KPCM
1888
Kings Point Capital Management
New York
$336K – – –
FCMC
1889
Founders Capital Management (Connecticut)
Connecticut
$335K +$1.75K +23 +0.6%
JSL
1890
JT Stratford LLC
Georgia
$334K +$295K +3,874 New
MFW
1891
Mosaic Family Wealth
Missouri
$333K -$580K -7,610 -66%
SS
1892
Simplicity Solutions
Minnesota
$333K +$10.5K +138 +4%
DWM
1893
Darwin Wealth Management
Florida
$331K +$1.22K +16 +0.4%
SFG
1894
SNS Financial Group
Minnesota
$330K +$292K +3,830 New
RG
1895
Rikoon Group
New Mexico
$329K +$45.7K +599 +19%
AAP
1896
Arax Advisory Partners
Colorado
$329K +$291K +3,818 New
HPIA
1897
Hamilton Point Investment Advisors
North Carolina
$328K – – –
RFA
1898
Reilly Financial Advisors
California
$327K +$103K +1,348 +55%
AMCA
1899
Arthur M. Cohen & Associates
Illinois
$327K +$289K +3,792 New
CC
1900
Cornerstone Capital
California
$326K – – –
74 75
76
77 78