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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1976
Pinnacle Advisory Group
Maryland
$331K -$21.8K -253 -7%
IHL
1977
Investment House LLC
California
$331K – – –
PCM
1978
Peak Capital Management
Colorado
$331K +$312K +3,619 New
ZIG
1979
Zuckerman Investment Group
Illinois
$329K +$20.7K +240 +7%
BFM
1980
Boothbay Fund Management
New York
$327K -$134K -1,548 -30%
HF
1981
HRT Financial
New York
$327K -$36.3K -421 -11%
MWM
1982
Modera Wealth Management
New Jersey
$322K -$22K -255 -7%
LCP
1983
Legacy Capital Partners
Wisconsin
$322K – – –
WRM
1984
Weybosset Research & Management
Rhode Island
$321K +$9.4K +109 +3%
YMRC
1985
Yorktown Management & Research Company
Virginia
$320K – – –
EWM
1986
Empirical Wealth Management
Washington
$319K +$60.1K +696 +25%
NWM
1987
Northwest Wealth Management
Iowa
$318K +$22.2K +257 +8%
CC
1988
Cedar Capital
Illinois
$317K +$19.5K +226 +7%
TCM
1989
Towercrest Capital Management
Pennsylvania
$315K – – –
KP
1990
Keel Point
Alabama
$315K +$7.25K +84 +2%
RWA
1991
RGT Wealth Advisors
Texas
$315K +$22.4K +260 +8%
CPA
1992
Clear Perspective Advisors
Illinois
$314K +$17.3K +200 +6%
WA
1993
WP Advisors
California
$312K -$37.3K -432 -11%
HHAM
1994
HITE Hedge Asset Management
Massachusetts
$310K – – –
SCP
1995
Syntal Capital Partners
Texas
$309K -$156K -1,807 -35%
MFW
1996
Mosaic Family Wealth
Missouri
$307K – – –
RWMH
1997
Riverpoint Wealth Management Holdings
Illinois
$306K -$15.7K -182 -5%
QCMC
1998
Quantum Capital Management (California)
California
$305K -$22.6K -262 -7%
CCA
1999
Conestoga Capital Advisors
Pennsylvania
$305K – – –
SCA
2000
Salient Capital Advisors
Texas
$304K +$25.9K +300 +10%
78 79
80
81 82