We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2626
Carlson Capital Management
Minnesota
$905K +$26.1K +159 +3%
BDF
2627
Black Diamond Financial
Maryland
$904K -$6.08K -37 -0.6%
ORI
2628
Oak Ridge Investments
Illinois
$902K -$176K -1,074 -16%
PGA
2629
Portland Global Advisors
Maine
$902K – – –
JSW
2630
Journey Strategic Wealth
New Jersey
$902K +$936K +5,698 New
RWA
2631
Rainsberger Wealth Advisors
Colorado
$900K +$934K +5,686 New
PFA
2632
Pathway Financial Advisors
Vermont
$898K +$993K +6,046 New
FCB
2633
First Command Bank
Texas
$896K – – –
FFA
2634
Freedman Financial Associates
Massachusetts
$896K – – –
CRWM
2635
Castle Rock Wealth Management
California
$896K +$164 +1 +0%
RP
2636
Riverwater Partners
Wisconsin
$896K +$930K +5,661 New
APW
2637
Aurora Private Wealth
New Jersey
$895K +$20K +122 +2%
BWA
2638
Bordeaux Wealth Advisors
California
$891K +$247K +1,503 +36%
BFA
2639
BMS Financial Advisors
South Dakota
$890K +$923K +5,619 New
NO
2640
Ninety One
South Africa
$889K -$17.6M -106,888 -95%
AWMG
2641
Alliance Wealth Management Group
New Jersey
$889K – – –
IHL
2642
Investment House LLC
California
$887K -$4.11K -25 -0.4%
MAC
2643
Mason & Associates (California)
California
$887K +$920K +5,600 New
PIMG
2644
Patriot Investment Management Group
Tennessee
$885K -$48.4K -295 -5%
CWS
2645
Cypress Wealth Services
California
$884K -$164K -998 -15%
MWP
2646
Moller Wealth Partners
$883K – – –
SFG
2647
SNS Financial Group
Minnesota
$882K +$45.8K +279 +5%
SAM
2648
Seelaus Asset Management
New Jersey
$882K +$73.9K +450 +9%
D
2649
Diversified
Delaware
$881K +$1.31K +8 +0.1%
LWP
2650
Legacy Wealth Planning
Nevada
$880K -$21.5K -131 -2%
104 105
106
107 108