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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PH
1976
Pinnacle Holdings
Oklahoma
$1.72M +$93.7K +756 +5%
SWMG
1977
Signature Wealth Management Group
Georgia
$1.72M +$1.89M +15,274 New
CA
1978
Cornerstone Advisory
Maryland
$1.72M -$1.19M -9,569 -39%
LC
1979
LCNB Corp
Ohio
$1.72M +$39K +315 +2%
MPPLM
1980
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M +$75.6K +610 +4%
MAWCM
1981
Mine & Arao Wealth Creation & Management
California
$1.71M +$365K +2,943 +24%
LCAM
1982
London & Capital Asset Management
United Kingdom
$1.71M +$26.5K +214 +1%
CA
1983
Continental Advisors
Utah
$1.7M – – –
QT
1984
Quantamental Technologies
New York
$1.7M +$1.87M +15,088 New
HCCM
1985
Hudson Canyon Capital Management
New York
$1.7M +$80.5K +650 +5%
DAM
1986
Delta Asset Management
Tennessee
$1.7M -$149K -1,206 -7%
BCM
1987
Birmingham Capital Management
Alabama
$1.7M +$9.91K +80 +0.5%
MCM
1988
Manchester Capital Management
Vermont
$1.69M -$81.3K -656 -4%
PHS
1989
Pekin Hardy Strauss
Illinois
$1.69M -$1.17M -9,457 -39%
BFA
1990
Brendel Financial Advisors
New Hampshire
$1.69M +$1.11K +9 +0.1%
GCM
1991
Granby Capital Management
Florida
$1.69M +$372K +3,000 +25%
PIM
1992
Perpetual Investment Management
Australia
$1.69M +$447K +3,611 +32%
WPA
1993
West Paces Advisors
Georgia
$1.69M -$333K -2,686 -15%
MCM
1994
McMillion Capital Management
North Carolina
$1.68M -$462K -3,732 -20%
WWM
1995
Wolff Wiese Magana
California
$1.68M +$100K +809 +6%
LIA
1996
LS Investment Advisors
Michigan
$1.67M -$24.3K -196 -1%
TWA
1997
TCI Wealth Advisors
Arizona
$1.67M +$21.3K +172 +1%
OL
1998
Optas LLC
Texas
$1.67M +$42.1K +340 +2%
GCC
1999
Guardian Capital (Canada)
Ontario, Canada
$1.67M +$508K +4,100 +38%
WA
2000
Wambolt & Associates
Colorado
$1.67M -$2.97K -24 -0.2%
78 79
80
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