We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
2976
Vishria Bird Financial Group
Tennessee
$309K – – –
TS
2977
Tamar Securities
California
$308K -$173K -1,103 -37%
EFL
2978
ERn Financial LLC
Wisconsin
$308K – – –
CYG
2979
Clean Yield Group
Vermont
$308K +$20.5K +131 +7%
PEA
2980
Pacific Edge Advisors
California
$307K – – –
CIM
2981
Confluence Investment Management
Missouri
$305K +$12.2K +78 +4%
SFC
2982
SYM Financial Corp
Indiana
$305K +$47.8K +305 +20%
WCWM
2983
Willow Creek Wealth Management
California
$304K -$20.2K -129 -6%
CWM
2984
Curi Wealth Management
North Carolina
$303K +$2.67K +17 +0.9%
VFM
2985
Vivid Financial Management
California
$302K -$16.1K -103 -5%
TCOK
2986
Trust Company of Kansas
Kansas
$302K +$11.9K +76 +4%
SEEDPG
2987
S.E.E.D. Planning Group
New York
$301K -$64K -408 -18%
FDS
2988
Freedom Day Solutions
Texas
$300K +$5.8K +37 +2%
TCM
2989
Tanaka Capital Management
New York
$299K -$15.7K -100 -5%
SFG
2990
Sovereign Financial Group
Connecticut
$298K -$73.4K -468 -20%
AAM
2991
Ameraudi Asset Management
New York
$297K – – –
HA
2992
Harborview Advisors
Maine
$297K +$470 +3 +0.2%
KC
2993
Kingfisher Capital
North Carolina
$297K +$31.7K +202 +13%
CIAS
2994
CFS Investment Advisory Services
New Jersey
$297K +$284K +1,813 New
PC
2995
Prairiewood Capital
North Dakota
$294K – – –
TCM
2996
Tradewinds Capital Management
Washington
$294K – – –
ACM
2997
Alamar Capital Management
California
$294K +$40.8K +260 +17%
AL
2998
ADE LLC
Maryland
$292K -$94.2K -601 -25%
BWM
2999
BCS Wealth Management
Tennessee
$292K +$3.61K +23 +1%
MWA
3000
Motive Wealth Advisors
Michigan
$291K +$41.9K +267 +18%
118 119
120
121 122