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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1951
Versant Capital Management
Arizona
$374K -$9.41K -102 -3%
GC
1952
Gilbert & Cook
Iowa
$368K -$414K -4,492 -54%
ACM
1953
AUA Capital Management
Pennsylvania
$367K – – –
HPIA
1954
Hamilton Point Investment Advisors
North Carolina
$363K – – –
EF
1955
Empirical Finance
Pennsylvania
$361K – – –
LIA
1956
LBMC Investment Advisors
Tennessee
$360K +$116K +1,261 +50%
FAN
1957
Financial Advisors Network
California
$359K +$2.77K +30 +0.8%
HF
1958
HRT Financial
New York
$358K +$16.2K +176 +5%
LRIC
1959
Long Road Investment Counsel
Michigan
$356K – – –
PAG
1960
Pinnacle Advisory Group
Maryland
$356K +$9.5K +103 +3%
AIS
1961
American Investment Services
Massachusetts
$356K +$60.9K +660 +22%
NFG
1962
Nadler Financial Group
Illinois
$355K +$461 +5 +0.1%
FCIM
1963
Fairview Capital Investment Management
California
$354K +$342K +3,705 New
MWM
1964
Merriman Wealth Management
Washington
$352K +$126K +1,368 +59%
KP
1965
Keel Point
Alabama
$351K +$21.2K +230 +7%
FCMC
1966
Founders Capital Management (Connecticut)
Connecticut
$347K +$1.84K +20 +0.6%
ICM
1967
IMS Capital Management
Oregon
$346K -$146K -1,586 -30%
BC
1968
Blueport Capital
Texas
$346K -$60.9K -660 -15%
IHL
1969
Investment House LLC
California
$346K – – –
EWM
1970
Empirical Wealth Management
Washington
$346K +$12.5K +136 +4%
SNBOSD
1971
Security National Bank of So Dak
Iowa
$345K -$1.2K -13 -0.4%
ZIG
1972
Zuckerman Investment Group
Illinois
$343K – – –
MWM
1973
Modera Wealth Management
New Jersey
$343K +$5.44K +59 +2%
WRM
1974
Weybosset Research & Management
Rhode Island
$343K +$6.92K +75 +2%
HWM
1975
Highwater Wealth Management
Colorado
$342K -$36.1K -391 -10%
77 78
79
80 81