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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Cornerstone Advisory
Maryland
$2.01M -$144K -1,052 -6%
RF
1977
Rollins Financial
Georgia
$2.01M -$5.48K -40 -0.3%
EWA
1978
Etesian Wealth Advisors
Oregon
$2.01M -$21.8K -159 -1%
FPAS
1979
Focus Partners Advisor Solutions
Missouri
$2.01M -$353K -2,576 -14%
BCFD
1980
Boit C.F. David
$2M – – –
CCG
1981
Chatham Capital Group
Georgia
$2M +$20.6K +150 +1%
CG
1982
Corundum Group
Colorado
$1.99M +$330K +2,409 +19%
GCC
1983
Guardian Capital (Canada)
Ontario, Canada
$1.99M – – –
MWM
1984
Marion Wealth Management
Pennsylvania
$1.99M +$122K +892 +6%
IWP
1985
Icon Wealth Partners
Texas
$1.98M +$2.08M +15,188 New
OIA
1986
Optimum Investment Advisors
Illinois
$1.98M -$171K -1,250 -8%
RWS
1987
Resolute Wealth Strategies
Mississippi
$1.97M +$2.08M +15,154 New
LWM
1988
Lodestone Wealth Management
Washington
$1.97M -$18.4K -134 -0.7%
GFP
1989
Gryphon Financial Partners
Ohio
$1.96M -$34.9K -255 -2%
SWM
1990
Segment Wealth Management
Texas
$1.96M -$9.35M -68,249 -82%
SN
1991
Sittner & Nelson
Oregon
$1.96M -$160K -1,165 -7%
EWM
1992
Empirical Wealth Management
Washington
$1.96M -$97.1K -709 -4%
CG
1993
Carmignac Gestion
France
$1.95M – – –
MTIC
1994
Missouri Trust & Investment Company
Missouri
$1.95M -$45.6K -333 -2%
FCB
1995
First County Bank
Connecticut
$1.95M -$213K -1,555 -9%
VA
1996
Verdad Advisers
Massachusetts
$1.95M +$2.05M +14,967 New
BLC
1997
Brown, Lisle/Cummings
Rhode Island
$1.95M +$6.17K +45 +0.3%
SEEDPG
1998
S.E.E.D. Planning Group
New York
$1.95M -$209K -1,526 -9%
OFA
1999
Oak Family Advisors
Illinois
$1.95M -$152K -1,112 -7%
GAM
2000
Grandview Asset Management
Pennsylvania
$1.94M +$3.29K +24 +0.2%
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80
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