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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2001
Merriman Wealth Management
Washington
$562K +$159K +1,570 +43%
FCB
2002
First Command Bank
Texas
$561K – – –
FCFS
2003
First Command Financial Services
Texas
$561K – – –
MC
2004
Marcus Capital
Illinois
$561K – – –
LIA
2005
LBMC Investment Advisors
Tennessee
$561K +$149K +1,472 +39%
KFA
2006
Kelleher Financial Advisors
New York
$560K -$50.6K -500 -9%
MSAM
2007
Moloney Securities Asset Management
Missouri
$560K -$17K -168 -3%
OAM
2008
Oberweis Asset Management
Illinois
$560K +$304 +3 +0.1%
WIA
2009
Westbourne Investment Advisors
Maryland
$559K -$7.59K -75 -1%
CCA
2010
Clearwater Capital Advisors
Illinois
$558K -$18.7K -185 -3%
HWA
2011
Heritage Wealth Advisors
Virginia
$558K -$4.25K -42 -0.8%
CCM
2012
Consolidated Capital Management
California
$558K – – –
WCBA
2013
Weaver C. Barksdale & Associates
Tennessee
$558K +$109K +1,075 +26%
CC
2014
Cedar Capital
Illinois
$556K +$116K +1,147 +28%
MIC
2015
Meridian Investment Counsel
California
$555K -$93.7K -925 -15%
FWP
2016
FAS Wealth Partners
Kansas
$555K +$506 +5 +0.1%
NFG
2017
Nadler Financial Group
Illinois
$553K +$147K +1,452 +39%
FC
2018
Fulcrum Capital
Washington
$551K +$522K +5,156 New
SIM
2019
Sadoff Investment Management
Wisconsin
$550K -$25.5K -252 -5%
DW
2020
Domani Wealth
Pennsylvania
$548K – – –
TAM
2021
Trillium Asset Management
Massachusetts
$545K -$42.5K -420 -8%
GG
2022
GenWealth Group
New Jersey
$543K +$58.6K +579 +14%
QPWM
2023
Quadrant Private Wealth Management
Pennsylvania
$541K +$512K +5,056 New
MIP
2024
Marietta Investment Partners
Wisconsin
$540K +$257K +2,540 +101%
BWA
2025
Burt Wealth Advisors
Maryland
$539K +$36.1K +357 +8%
79 80
81
82 83