We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2551
HHM Wealth Advisors
Tennessee
$579K +$23.5K +210 +5%
MF
2552
Montis Financial
Massachusetts
$577K +$505K +4,516 New
MIM
2553
Merrion Investment Management
New Jersey
$577K +$508K +4,544 New
GWM
2554
Gray Wealth Management
Maine
$576K +$13.4K +120 +3%
P
2555
&Partners
Tennessee
$575K – – –
HA
2556
HYA Advisors
Missouri
$575K +$1.56K +14 +0.3%
NFSG
2557
Newbridge Financial Services Group
Florida
$575K +$28.2K +252 +6%
EI
2558
Ellevest Inc
New York
$574K +$41.4K +370 +9%
BFG
2559
Berger Financial Group
Minnesota
$573K +$504K +4,511 New
FCIM
2560
Fairview Capital Investment Management
California
$572K +$58.8K +526 +13%
FA
2561
Fountainhead AM
New Jersey
$571K +$503K +4,497 New
MWPCG
2562
Measured Wealth Private Client Group
New Hampshire
$570K -$137K -1,229 -22%
AAM
2563
AMI Asset Management
California
$570K +$8.27K +74 +2%
OAM
2564
Oberweis Asset Management
Illinois
$569K +$447 +4 +0.1%
CRCM
2565
Corbett Road Capital Management
Virginia
$567K -$54.7K -489 -10%
IAP
2566
Indie Asset Partners
Indiana
$566K -$467K -4,179 -48%
BWCS
2567
Beirne Wealth Consulting Services
Connecticut
$566K +$62.6K +560 +14%
MJRIC
2568
Mogy Joel R Investment Counsel
California
$565K -$212K -1,900 -30%
TWP
2569
Tempus Wealth Planning
California
$564K -$8.38K -75 -2%
MA
2570
MONECO Advisors
Connecticut
$562K -$80.1K -717 -15%
CCMW
2571
Cypress Capital Management (Wyoming)
Wyoming
$560K – – –
SFP
2572
Sandbox Financial Partners
Maryland
$560K +$492K +4,405 New
PP
2573
Patron Partners
Texas
$559K +$492K +4,402 New
ACM
2574
AUA Capital Management
Pennsylvania
$557K -$224 -2 -0%
MFGP
2575
Marshall Financial Group (Pennsylvania)
Pennsylvania
$557K +$2.01K +18 +0.4%
101 102
103
104 105