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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1976
S Harris Financial Group
Texas
$5.8M +$5.57M +18,004 New
ACM
1977
Altrius Capital Management
North Carolina
$5.8M +$308K +994 +6%
MFS
1978
Monetta Financial Services
Illinois
$5.8M -$1.7M -5,500 -23%
AMG
1979
Advisors Management Group
Wisconsin
$5.79M -$1.26M -4,074 -18%
PWM
1980
Platt Wealth Management
California
$5.79M +$5.56M +17,955 New
GWM
1981
Graybill Wealth Management
Illinois
$5.78M +$52K +168 +0.9%
TP
1982
Tranquility Partners
Tennessee
$5.77M -$489K -1,579 -8%
FPWM
1983
FSB Premier Wealth Management
Iowa
$5.76M +$366K +1,183 +7%
OAM
1984
Oak Asset Management
California
$5.76M -$40.2K -130 -0.7%
KAS
1985
KPP Advisory Services
Kentucky
$5.76M +$241K +780 +5%
3IP
1986
3Chopt Investment Partners
Virginia
$5.76M -$22K -71 -0.4%
ALA
1987
Atlas Legacy Advisors
California
$5.74M -$302K -975 -5%
ARC
1988
Advisor Resource Council
Texas
$5.73M +$5.76M +18,593 New
MFA
1989
Mayflower Financial Advisors
Massachusetts
$5.72M -$139K -448 -2%
FFS
1990
Founders Financial Securities
Maryland
$5.72M +$841K +2,715 +18%
SFG
1991
Snider Financial Group
Washington
$5.7M +$120K +389 +2%
FCFC
1992
First Commonwealth Financial Corp
Pennsylvania
$5.7M +$35.6K +115 +0.7%
RMAM
1993
Raab & Moskowitz Asset Management
New Jersey
$5.7M -$26.6K -86 -0.5%
LM
1994
Lincluden Management
Ontario, Canada
$5.7M -$437K -1,411 -7%
SLWA
1995
San Luis Wealth Advisors
California
$5.7M +$251K +810 +5%
PWG
1996
Portside Wealth Group
Utah
$5.69M +$235K +760 +4%
ABWM
1997
Alpine Bank Wealth Management
Colorado
$5.68M -$16.4K -53 -0.3%
SMC
1998
Smith, Moore & Co
Missouri
$5.68M -$325K -1,050 -6%
MSK
1999
Melissa S. Kampmann
$5.68M -$186K -600 -3%
AAM
2000
Aureus Asset Management
Massachusetts
$5.67M +$16.7K +54 +0.3%
78 79
80
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