We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2976
Tacita Capital
Ontario, Canada
$310K – – –
RIM
2977
Rockbridge Investment Management
New York
$310K +$627 +4 +0.2%
VBFG
2978
Vishria Bird Financial Group
Tennessee
$309K – – –
TS
2979
Tamar Securities
California
$308K -$173K -1,103 -37%
EFL
2980
ERn Financial LLC
Wisconsin
$308K – – –
CYG
2981
Clean Yield Group
Vermont
$308K +$20.5K +131 +7%
PEA
2982
Pacific Edge Advisors
California
$307K – – –
CIM
2983
Confluence Investment Management
Missouri
$305K +$12.2K +78 +4%
SFC
2984
SYM Financial Corp
Indiana
$305K +$47.8K +305 +20%
WCWM
2985
Willow Creek Wealth Management
California
$304K -$20.2K -129 -6%
CWM
2986
Curi Wealth Management
North Carolina
$303K +$2.67K +17 +0.9%
VFM
2987
Vivid Financial Management
California
$302K -$16.1K -103 -5%
TCOK
2988
Trust Company of Kansas
Kansas
$302K +$11.9K +76 +4%
SEEDPG
2989
S.E.E.D. Planning Group
New York
$301K -$64K -408 -18%
FDS
2990
Freedom Day Solutions
Texas
$300K +$5.8K +37 +2%
TCM
2991
Tanaka Capital Management
New York
$299K -$15.7K -100 -5%
SFG
2992
Sovereign Financial Group
Connecticut
$298K -$73.4K -468 -20%
AAM
2993
Ameraudi Asset Management
New York
$297K – – –
HA
2994
Harborview Advisors
Maine
$297K +$470 +3 +0.2%
KC
2995
Kingfisher Capital
North Carolina
$297K +$31.7K +202 +13%
CIAS
2996
CFS Investment Advisory Services
New Jersey
$297K +$284K +1,813 New
PC
2997
Prairiewood Capital
North Dakota
$294K – – –
TCM
2998
Tradewinds Capital Management
Washington
$294K – – –
ACM
2999
Alamar Capital Management
California
$294K +$40.8K +260 +17%
AL
3000
ADE LLC
Maryland
$292K -$94.2K -601 -25%
118 119
120
121 122