We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2776
Global Financial Private Client
Florida
$478K -$230 -2 -0%
TWM
2777
TriaGen Wealth Management
California
$477K -$27.5K -240 -5%
ARMC
2778
American Research & Management Company
Massachusetts
$477K -$4.36K -38 -0.8%
SPI
2779
Sutton Place Investors
New York
$476K +$16.9K +147 +3%
MIM
2780
Merrion Investment Management
New Jersey
$474K – – –
DE
2781
Day & Ennis
Georgia
$473K -$9.53K -83 -2%
OFS
2782
OneAscent Financial Services
Alabama
$473K +$8.95K +78 +2%
FFA
2783
Fi3 Financial Advisors
Indiana
$471K +$14.1K +123 +3%
EF
2784
Empowered Funds
Pennsylvania
$470K +$516K +4,495 New
MFGP
2785
Marshall Financial Group (Pennsylvania)
Pennsylvania
$468K +$2.18K +19 +0.4%
CWP
2786
Curated Wealth Partners
California
$465K -$1.95K -17 -0.4%
FG
2787
Foster Group
Iowa
$464K -$220K -1,915 -30%
SWA
2788
Sax Wealth Advisors
New Jersey
$462K -$2.52K -22 -0.5%
OLVIG
2789
Oliver Lagore Vanvalin Investment Group
Michigan
$461K +$230 +2 +0%
CCT
2790
Capital City Trust
Florida
$459K -$11.5K -100 -2%
WF
2791
Wayfinding Financial
Washington
$459K +$46K +401 +10%
TSWM
2792
Tyler-Stone Wealth Management
Ohio
$458K -$9.29K -81 -2%
SCA
2793
Sandy Cove Advisors
Massachusetts
$458K +$27.3K +238 +6%
CFLC
2794
California First Leasing Corp
California
$458K +$503K +4,380 New
SIS
2795
Sound Income Strategies
Florida
$457K +$20.7K +180 +4%
SC
2796
Saturna Capital
Washington
$457K +$283K +2,470 +130%
SFP
2797
Sweet Financial Partners
Minnesota
$456K -$404K -3,520 -45%
BMCM
2798
Bryn Mawr Capital Management
Pennsylvania
$454K -$5.51K -48 -1%
PCI
2799
Planning Center Inc
Illinois
$454K +$115 +1 +0%
HIG
2800
Heritage Investment Group
Florida
$453K -$115K -1,006 -19%
110 111
112
113 114