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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
1976
Home Federal Bank of Tennessee
Tennessee
$4.26M -$111K -475 -3%
CWM
1977
Crowley Wealth Management
Delaware
$4.26M +$4.14M +17,786 New
WFAG
1978
Worth Financial Advisory Group
North Carolina
$4.25M -$189K -813 -4%
FTUS
1979
Flow Traders U.S.
New York
$4.24M +$4.12M +17,679 New
RFA
1980
Register Financial Advisors
Georgia
$4.22M -$125K -537 -3%
AW
1981
Apricus Wealth
South Carolina
$4.22M -$626K -2,687 -13%
DA
1982
Dover Advisors
Virginia
$4.22M -$9.55K -41 -0.2%
CS
1983
Crescent Sterling
Louisiana
$4.22M -$163K -701 -4%
IAS
1984
Investment Advisory Services
Texas
$4.22M -$227K -976 -5%
HCA
1985
Heck Capital Advisors
Wisconsin
$4.2M +$3.4M +14,604 +498%
CIP
1986
Convergence Investment Partners
Florida
$4.2M -$760K -3,264 -16%
AFP
1987
Ausdal Financial Partners
Iowa
$4.19M +$2.07M +8,897 +103%
CTC
1988
Cetera Trust Company
Minnesota
$4.19M -$85K -365 -2%
CB
1989
CNB Bank
Pennsylvania
$4.18M -$29.6K -127 -0.7%
3IP
1990
3Chopt Investment Partners
Virginia
$4.18M +$16.1K +69 +0.4%
SMC
1991
Smith, Moore & Co
Missouri
$4.17M -$142K -610 -3%
VCAM
1992
Van Cleef Asset Management
Ohio
$4.17M -$74.3K -319 -2%
HFM
1993
Hartford Funds Management
Pennsylvania
$4.17M +$256K +1,101 +7%
WA
1994
WP Advisors
California
$4.16M +$24.2K +104 +0.6%
GEA
1995
Glen Eagle Advisors
New Jersey
$4.15M +$112K +479 +3%
BMC
1996
Benin Management Corp
Connecticut
$4.14M +$9.32K +40 +0.2%
FBB
1997
Fulton Breakefield Broenniman
Maryland
$4.13M +$241K +1,035 +6%
WC
1998
Weil Company
California
$4.13M -$441K -1,892 -10%
LI
1999
LRI Investments
Florida
$4.13M – – –
NPT
2000
National Philanthropic Trust
Pennsylvania
$4.11M +$988K +4,242 +33%
78 79
80
81 82