We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
NL
2501
Navalign LLC
California
$2.36M +$71.7K +308 +3%
PL
2502
Plancorp LLC
Missouri
$2.36M +$317K +1,362 +16%
FW
2503
FullCircle Wealth
Texas
$2.36M -$56.6K -243 -3%
YWS
2504
Yarger Wealth Strategies
Ohio
$2.35M +$84.8K +364 +4%
RSVP
2505
Ramsay Stattman Vela & Price
Colorado
$2.35M +$14.9K +64 +0.7%
DRS
2506
Deane Retirement Strategies
Louisiana
$2.35M +$2.28M +9,790 New
DL
2507
DOHJ LLC
Washington
$2.34M +$96.9K +416 +4%
WCBA
2508
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$58.5K -251 -3%
TRIA
2509
Trail Ridge Investment Advisors
Colorado
$2.34M +$24K +103 +1%
PIA
2510
Pinion Investment Advisors
Kansas
$2.34M -$42.9K -184 -2%
SIG
2511
Sky Investment Group
Connecticut
$2.33M +$3.49K +15 +0.2%
RWA
2512
Redhawk Wealth Advisors
Minnesota
$2.33M -$28.2K -121 -1%
FP
2513
Financial Perspectives
Minnesota
$2.33M +$136K +582 +6%
WW
2514
Waterfront Wealth
Kansas
$2.32M +$73.8K +317 +3%
HWM
2515
Hemington Wealth Management
Virginia
$2.32M +$85K +365 +4%
SRA
2516
Secured Retirement Advisors
Minnesota
$2.32M -$169K -726 -7%
LWM
2517
Lakeridge Wealth Management
Ohio
$2.32M +$4.42K +19 +0.2%
FWM
2518
Forefront Wealth Management
Pennsylvania
$2.32M +$2.25M +9,662 New
BFA
2519
Beacon Financial Advisory
Ohio
$2.31M +$41.9K +180 +2%
TSS
2520
Two Sigma Securities
New York
$2.31M -$10.1M -43,300 -82%
LAIC
2521
Lederer & Associates Investment Counsel
California
$2.31M -$122K -523 -5%
SCA
2522
Sandy Cove Advisors
Massachusetts
$2.3M +$69.6K +299 +3%
AC
2523
Apella Capital
Connecticut
$2.3M +$1.4K +6 +0.1%
YDMI
2524
Y.D. More Investments
Israel
$2.3M +$449K +1,926 +25%
MSWM
2525
McGlone Suttner Wealth Management
Wisconsin
$2.3M +$76.6K +329 +4%