We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2676
Centric Wealth Management
Illinois
$744K -$13.3K -90 -2%
WWMSC
2677
Wagner Wealth Management (South Carolina)
South Carolina
$743K -$183K -1,239 -19%
FPCG
2678
Forum Private Client Group
Indiana
$742K +$804K +5,445 New
RWA
2679
RGT Wealth Advisors
Texas
$741K -$92.1K -624 -10%
WDA
2680
Wendell David Associates
New Hampshire
$738K
BWA
2681
Burt Wealth Advisors
Maryland
$736K
FP
2682
Financial Perspectives
Minnesota
$735K +$52.8K +358 +7%
FBT
2683
First Bank & Trust
South Dakota
$734K -$223K -1,508 -22%
VAG
2684
VisionPoint Advisory Group
Texas
$734K -$198K -1,339 -18%
CFD
2685
Creative Financial Designs
Indiana
$732K -$870K -5,894 -52%
UC
2686
Unio Capital
New Jersey
$732K
FA
2687
Faithward Advisors
Pennsylvania
$732K +$148 +1 +0%
TWM
2688
Titus Wealth Management
California
$731K +$11.5K +78 +1%
KWM
2689
Kaydan Wealth Management
Michigan
$731K +$18K +122 +2%
EIA
2690
Edgemoor Investment Advisors
Maryland
$730K +$224K +1,515 +39%
Harris Associates
2691
Harris Associates
Illinois
$728K
GWS
2692
Glassman Wealth Services
Virginia
$727K -$10.5K -71 -1%
PAG
2693
Powers Advisory Group
Illinois
$726K +$24.7K +167 +3%
HCM
2694
Hutchinson Capital Management
California
$725K +$14.2K +96 +2%
CF
2695
Copperwynd Financial
Arizona
$724K +$25.4K +172 +3%
C
2696
Certuity
Florida
$723K -$587K -3,976 -43%
IHL
2697
Investment House LLC
California
$722K -$44.3K -300 -5%
LWP
2698
Legacy Wealth Planning
Nevada
$722K -$39K -264 -5%
OFW
2699
Omnia Family Wealth
Florida
$718K -$14K -95 -2%
ES
2700
Eagle Strategies
New York
$717K +$38.1K +258 +5%