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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1976
Zhang Financial
Michigan
$912K +$899K +8,153 New
BCM
1977
Breiter Capital Management
Florida
$909K +$152K +1,375 +20%
HBWM
1978
Hollow Brook Wealth Management
New York
$907K – – –
AF
1979
Allworth Financial
California
$907K +$11.9K +108 +1%
MPM
1980
Meritage Portfolio Management
Kansas
$904K +$892K +8,087 New
DACG
1981
Donor Advised Charitable Giving
California
$903K +$223K +2,025 +33%
SC
1982
Slow Capital
California
$902K -$1.13M -10,211 -56%
EWM
1983
Empirical Wealth Management
Washington
$901K -$36.2K -328 -4%
CA
1984
Cambridge Advisors
Nebraska
$899K -$153K -1,392 -15%
IIM
1985
Ironwood Investment Management
Massachusetts
$896K +$60.6K +550 +7%
CCFM
1986
Clear Creek Financial Management
Washington
$896K +$884K +8,015 New
RWM
1987
Ritholtz Wealth Management
New York
$895K +$10.9K +99 +1%
F
1988
F3Logic
Minnesota
$889K +$173K +1,571 +25%
NWM
1989
Northwest Wealth Management
Iowa
$888K -$64.7K -587 -7%
WAG
1990
Winthrop Advisory Group
Massachusetts
$884K +$40.8K +370 +5%
HAIM
1991
Hunter Associates Investment Management
Pennsylvania
$883K – – –
SSG
1992
Summit Securities Group
New York
$883K +$22.1K +200 +3%
RCA
1993
Rowland Carmichael Advisors
Arizona
$882K +$34.6K +314 +4%
SCM
1994
Sterneck Capital Management
Missouri
$878K +$5.62K +51 +0.7%
PWM
1995
Paulson Wealth Management
Illinois
$877K -$20.5K -186 -2%
EF
1996
Empirical Finance
Pennsylvania
$877K -$17.3K -157 -2%
WA
1997
Wealth Architects
California
$877K +$33.7K +306 +4%
CBA
1998
Coastal Bridge Advisors
Connecticut
$875K -$110K -1,002 -11%
LB
1999
Legacy Bridge
Iowa
$875K – – –
HR
2000
Hardy Reed
Mississippi
$873K -$6.95K -63 -0.8%
78 79
80
81 82