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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1976
FinTrust Capital Advisors
South Carolina
$2.21M -$40.8K -260 -2%
AFS
1977
Aft Forsyth & Sober
Florida
$2.2M +$31.4K +200 +2%
TWI
1978
Thomas White International
Illinois
$2.2M – – –
MA
1979
MCF Advisors
Kentucky
$2.19M +$137K +875 +7%
OMIC
1980
Old Mission Investment Co
Michigan
$2.19M -$31.2K -199 -1%
IDBONY
1981
Israel Discount Bank of New York
New York
$2.18M +$2.09M +13,342 New
CHJWM
1982
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.18M +$29K +185 +1%
GFP
1983
Gryphon Financial Partners
Ohio
$2.18M -$8.47K -54 -0.4%
PH
1984
Pinnacle Holdings
Oklahoma
$2.18M -$82.3K -525 -4%
WAM
1985
Weatherly Asset Management
California
$2.17M -$143K -915 -6%
LA
1986
LexAurum Advisors
Kansas
$2.17M -$8.31K -53 -0.4%
SWM
1987
Sculati Wealth Management
Michigan
$2.17M – – –
JDR
1988
Jay D. Rosenbaum
$2.17M -$87K -555 -4%
PCP
1989
Proficio Capital Partners
Massachusetts
$2.16M +$245K +1,565 +13%
LWMM
1990
Legacy Wealth Management (Mississippi)
Mississippi
$2.16M – – –
PFGIA
1991
Patriot Financial Group Insurance Agency
Massachusetts
$2.15M +$178K +1,133 +9%
LC
1992
Lavaca Capital
Texas
$2.15M +$449K +2,866 +28%
PMFA
1993
Plante Moran Financial Advisors
Michigan
$2.14M +$336K +2,142 +20%
LNWTC
1994
Laird Norton Wetherby Trust Company
Washington
$2.13M +$41.2K +263 +2%
GWM
1995
Greenwich Wealth Management
Connecticut
$2.13M +$426K +2,717 +26%
MAM
1996
Mastrapasqua Asset Management
Tennessee
$2.13M -$229K -1,460 -10%
ECU
1997
Eisler Capital (UK)
United Kingdom
$2.13M -$1.91M -12,206 -48%
6M
1998
6 Meridian
Kansas
$2.12M +$2.03M +12,926 New
ACS
1999
Archford Capital Strategies
Illinois
$2.11M +$68.5K +437 +4%
PP
2000
Professional Planning
California
$2.11M -$497K -3,169 -20%
78 79
80
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