We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3001
Opal Wealth Advisors
New York
$290K -$8.78K -56 -3%
TWP
3002
Tower Wealth Partners
Pennsylvania
$290K +$8.62K +55 +3%
SHWM
3003
Smith & Howard Wealth Management
Georgia
$290K +$277K +1,769 New
GB
3004
Goepper Burkhardt
South Carolina
$287K – – –
LD
3005
Lipe & Dalton
New York
$287K – – –
PA
3006
Parkside Advisors
California
$287K – – –
DA
3007
Detalus Advisors
Missouri
$285K – – –
TWM
3008
TMD Wealth Management
Arizona
$285K – – –
AAIM
3009
Asset Advisors Investment Management
Georgia
$285K +$314 +2 +0.1%
BFG
3010
Baron Financial Group
New Jersey
$284K – – –
SAF
3011
Smith Anglin Financial
Texas
$284K -$5.8K -37 -2%
ICM
3012
Intrepid Capital Management
Florida
$284K +$2.04K +13 +0.8%
LFS
3013
Legacy Financial Strategies
Kansas
$283K +$1.25K +8 +0.5%
FWSM
3014
First Wilshire Securities Management
California
$281K +$314 +2 +0.1%
SWP
3015
ShoreHaven Wealth Partners
New Jersey
$280K -$5.17K -33 -2%
TC
3016
Tatro Capital
Kentucky
$279K -$255K -1,625 -49%
WCM
3017
Wallace Capital Management
Texas
$279K -$7.84K -50 -3%
EA
3018
Ellsworth Advisors
Ohio
$278K -$22.4K -143 -8%
SA
3019
Shilanski & Associates
Alaska
$278K -$3.61K -23 -1%
AC
3020
AlphaCore Capital
California
$277K +$265K +1,691 New
SWP
3021
Summit Wealth Partners
Florida
$276K +$2.35K +15 +0.9%
KPWG
3022
KFA Private Wealth Group
Virginia
$275K -$32.8K -209 -11%
SBWIC
3023
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$1.25K +8 +0.5%
DOA
3024
D'Orazio & Associates
Virginia
$271K +$97.5K +622 +60%
SIP
3025
Stoneridge Investment Partners
Pennsylvania
$268K +$257K +1,637 New
119 120
121
122 123