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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%
IDBONY
1980
Israel Discount Bank of New York
New York
$2.18M +$2.09M +13,342 New
CHJWM
1981
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.18M +$29K +185 +1%
GFP
1982
Gryphon Financial Partners
Ohio
$2.18M -$8.47K -54 -0.4%
PH
1983
Pinnacle Holdings
Oklahoma
$2.18M -$82.3K -525 -4%
WAM
1984
Weatherly Asset Management
California
$2.17M -$143K -915 -6%
LA
1985
LexAurum Advisors
Kansas
$2.17M -$8.31K -53 -0.4%
SWM
1986
Sculati Wealth Management
Michigan
$2.17M – – –
JDR
1987
Jay D. Rosenbaum
$2.17M -$87K -555 -4%
PCP
1988
Proficio Capital Partners
Massachusetts
$2.16M +$245K +1,565 +13%
LWMM
1989
Legacy Wealth Management (Mississippi)
Mississippi
$2.16M – – –
PFGIA
1990
Patriot Financial Group Insurance Agency
Massachusetts
$2.15M +$178K +1,133 +9%
LC
1991
Lavaca Capital
Texas
$2.15M +$449K +2,866 +28%
PMFA
1992
Plante Moran Financial Advisors
Michigan
$2.14M +$336K +2,142 +20%
LNWTC
1993
Laird Norton Wetherby Trust Company
Washington
$2.13M +$41.2K +263 +2%
GWM
1994
Greenwich Wealth Management
Connecticut
$2.13M +$426K +2,717 +26%
MAM
1995
Mastrapasqua Asset Management
Tennessee
$2.13M -$229K -1,460 -10%
ECU
1996
Eisler Capital (UK)
United Kingdom
$2.13M -$1.91M -12,206 -48%
6M
1997
6 Meridian
Kansas
$2.12M +$2.03M +12,926 New
ACS
1998
Archford Capital Strategies
Illinois
$2.11M +$68.5K +437 +4%
PP
1999
Professional Planning
California
$2.11M -$497K -3,169 -20%
CCG
2000
Chatham Capital Group
Georgia
$2.11M -$39.2K -250 -2%
78 79
80
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