We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
3001
Northwest Financial Advisors
Virginia
$970K -$11.3K -58 -1%
WAM
3002
Weinberger Asset Management
California
$969K +$8.21K +42 +0.9%
CCP
3003
Cassia Capital Partners
North Carolina
$968K +$21.5K +110 +2%
TW
3004
Traveka Wealth
California
$968K +$978 +5 +0.1%
MAG
3005
MRA Advisory Group
New Jersey
$966K +$5.47K +28 +0.6%
C
3006
CEDRUS
Colorado
$964K +$72.5K +371 +8%
RWI
3007
Red Wave Investments
Pennsylvania
$963K – – –
AHL
3008
Abel Hall LLC
Louisiana
$962K +$244K +1,249 +36%
PWS
3009
Private Wealth Strategies
Ohio
$957K +$55.9K +286 +6%
IA
3010
Insight Advisors
Pennsylvania
$955K +$6.06K +31 +0.7%
EHAM
3011
Eagle Harbor Asset Management
Washington
$953K -$46.5K -238 -5%
CFO
3012
Collective Family Office
Pennsylvania
$948K +$191K +975 +26%
MWM
3013
MinichMacGregor Wealth Management
New York
$948K -$9.38K -48 -1%
SAA
3014
Southeast Asset Advisors
Georgia
$946K +$391 +2 +0%
IAG
3015
Investment Advisory Group
Massachusetts
$946K +$175K +897 +24%
PCI
3016
Planning Center Inc
Illinois
$941K +$2.15K +11 +0.2%
MIM
3017
Merrion Investment Management
New Jersey
$939K +$19.6K +100 +2%
OPTFSNA
3018
Old Point Trust & Financial Services N A
Virginia
$938K -$45.9K -235 -5%
HSG
3019
Helen Stephens Group
Texas
$938K -$139K -712 -13%
FP
3020
Fiduciary Planning
Florida
$938K +$10.8K +55 +1%
EIA
3021
Eldridge Investment Advisors
New Hampshire
$936K +$53.8K +275 +6%
CCB
3022
Cutter & Co Brokerage
Missouri
$935K -$52K -266 -5%
TFF
3023
The Family Firm
Maryland
$933K +$2.35K +12 +0.3%
EWA
3024
ERTS Wealth Advisors
Michigan
$931K -$22.5K -115 -2%
MC
3025
Matisse Capital
Oregon
$927K – – –
119 120
121
122 123