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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1976
NWF Advisory Services
California
$5.47M -$147K -495 -3%
SFG
1977
Snider Financial Group
Washington
$5.46M -$16.1K -54 -0.3%
BHB
1978
Bank Hapoalim BM
Israel
$5.46M -$66K -222 -1%
CFFP
1979
Center for Financial Planning
Michigan
$5.45M +$77.3K +260 +2%
BCA
1980
Bay Colony Advisors
Massachusetts
$5.44M +$184K +619 +4%
MIA
1981
MeadowBrook Investment Advisors
Michigan
$5.42M -$20.8K -70 -0.4%
DA
1982
Denali Advisors
California
$5.42M -$59.5K -200 -1%
WFAG
1983
Worth Financial Advisory Group
North Carolina
$5.39M -$118K -396 -2%
KAS
1984
KPP Advisory Services
Kentucky
$5.39M -$311K -1,046 -6%
CFS
1985
Commonwealth Financial Services
West Virginia
$5.39M +$34.8K +117 +0.7%
ST
1986
Sageworth Trust
Pennsylvania
$5.38M +$4.68M +15,738 +1,193%
SM
1987
Sweeney & Michel
California
$5.38M -$50.9K -171 -0.9%
LI
1988
LRI Investments
Florida
$5.37M -$204K -687 -2%
ACM
1989
Altrius Capital Management
North Carolina
$5.36M -$1.43M -4,801 -22%
CTC
1990
Cetera Trust Company
Minnesota
$5.35M -$7.43K -25 -0.1%
BCM
1991
Boltwood Capital Management
California
$5.35M +$11.3K +38 +0.2%
BCM
1992
Brookmont Capital Management
Texas
$5.34M -$215K -723 -4%
PWG
1993
Portside Wealth Group
Utah
$5.33M -$72.3K -243 -1%
SLWA
1994
San Luis Wealth Advisors
California
$5.32M +$1.04M +3,496 +26%
IWA
1995
Invera Wealth Advisors
Oregon
$5.32M -$59.5K -200 -1%
EFA
1996
Edge Financial Advisors
Illinois
$5.31M +$153K +515 +7%
BSA
1997
Bull Street Advisors
Georgia
$5.31M – – –
WFG
1998
Wills Financial Group
Virginia
$5.3M -$25.3K -85 -0.5%
CWM
1999
Crowley Wealth Management
Delaware
$5.29M -$47.3K -159 -0.9%
WGC
2000
Watts Gwilliam & Co
Arizona
$5.27M – – –
78 79
80
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