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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
1951
Riverpoint Wealth Management Holdings
Illinois
$297K – – –
KP
1952
Keel Point
Alabama
$296K +$3.18K +36 +1%
MFW
1953
Mosaic Family Wealth
Missouri
$295K -$44.1K -500 -13%
VHAM
1954
Van Hulzen Asset Management
California
$295K – – –
ZIG
1955
Zuckerman Investment Group
Illinois
$295K +$46.2K +524 +19%
CCA
1956
Conestoga Capital Advisors
Pennsylvania
$293K -$88.2K -1,000 -23%
JSL
1957
JT Stratford LLC
Georgia
$291K -$49.4K -560 -14%
WI
1958
Wedgewood Investors
Pennsylvania
$289K +$13.2K +150 +5%
BP
1959
BBR Partners
New York
$288K -$327K -3,709 -53%
EIA
1960
Edgemoor Investment Advisors
Maryland
$288K – – –
JGIA
1961
Jackson Grant Investment Advisers
Connecticut
$288K +$62.7K +711 +28%
MCM
1962
Millie Capital Management
California
$285K – – –
CC
1963
Cedar Capital
Illinois
$285K +$286K +3,240 New
CPA
1964
Clear Perspective Advisors
Illinois
$284K -$35.3K -400 -11%
WA
1965
WealthTrust Axiom
Pennsylvania
$283K -$2.96M -33,500 -91%
NWM
1966
Northwest Wealth Management
Iowa
$283K +$284K +3,222 New
TBA
1967
Train Babcock Advisors
New York
$282K -$27.5K -312 -9%
JC
1968
Jentner Corp
Ohio
$282K +$24.3K +275 +9%
EP
1969
Elkhorn Partners
Nebraska
$281K – – –
HC
1970
Hourglass Capital
Texas
$281K – – –
AMG
1971
Asset Management Group
Connecticut
$281K +$1.59K +18 +0.6%
RWA
1972
RGT Wealth Advisors
Texas
$280K -$177K -2,008 -39%
CWM
1973
Cranbrook Wealth Management
Michigan
$277K -$52.9K -600 -16%
HWM
1974
Highwater Wealth Management
Colorado
$273K -$36K -408 -12%
TCOO
1975
Trust Company of Oklahoma
Oklahoma
$272K – – –
77 78
79
80 81