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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1951
LBMC Investment Advisors
Tennessee
$360K +$116K +1,261 +50%
FAN
1952
Financial Advisors Network
California
$359K +$2.77K +30 +0.8%
HF
1953
HRT Financial
New York
$358K +$16.2K +176 +5%
LRIC
1954
Long Road Investment Counsel
Michigan
$356K – – –
PAG
1955
Pinnacle Advisory Group
Maryland
$356K +$9.5K +103 +3%
AIS
1956
American Investment Services
Massachusetts
$356K +$60.9K +660 +22%
NFG
1957
Nadler Financial Group
Illinois
$355K +$461 +5 +0.1%
FCIM
1958
Fairview Capital Investment Management
California
$354K +$342K +3,705 New
MWM
1959
Merriman Wealth Management
Washington
$352K +$126K +1,368 +59%
KP
1960
Keel Point
Alabama
$351K +$21.2K +230 +7%
FCMC
1961
Founders Capital Management (Connecticut)
Connecticut
$347K +$1.84K +20 +0.6%
ICM
1962
IMS Capital Management
Oregon
$346K -$146K -1,586 -30%
BC
1963
Blueport Capital
Texas
$346K -$60.9K -660 -15%
IHL
1964
Investment House LLC
California
$346K – – –
EWM
1965
Empirical Wealth Management
Washington
$346K +$12.5K +136 +4%
SNBOSD
1966
Security National Bank of So Dak
Iowa
$345K -$1.2K -13 -0.4%
ZIG
1967
Zuckerman Investment Group
Illinois
$343K – – –
MWM
1968
Modera Wealth Management
New Jersey
$343K +$5.44K +59 +2%
WRM
1969
Weybosset Research & Management
Rhode Island
$343K +$6.92K +75 +2%
HWM
1970
Highwater Wealth Management
Colorado
$342K -$36.1K -391 -10%
RWA
1971
RGT Wealth Advisors
Texas
$338K +$8.12K +88 +3%
LCP
1972
Legacy Capital Partners
Wisconsin
$337K – – –
DIP
1973
DT Investment Partners
Pennsylvania
$334K +$37.8K +410 +13%
SL
1974
Summitry LLC
California
$334K +$322K +3,496 New
SFS
1975
Summit Financial Strategies
Ohio
$333K -$83.7K -908 -21%
77 78
79
80 81