We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3101
SageGuard Financial Group
Tennessee
$214K -$203K -1,292 -48%
CPWM
3102
Cypress Point Wealth Management
Texas
$214K +$216K +1,377 New
RPGK
3103
Retirement Planning Group (Kansas)
Kansas
$212K -$4.08K -26 -2%
VLC
3104
Van Leeuwen & Company
New Jersey
$212K
EPWM
3105
Essex Private Wealth Management
Massachusetts
$211K
TFA
3106
Toth Financial Advisory
Virginia
$210K +$157 +1 +0.1%
EGM
3107
Engineers Gate Manager
New York
$209K +$211K +1,345 New
PFA
3108
Peak Financial Advisors
Colorado
$208K
NI
3109
NFC Investments
Tennessee
$207K
PG
3110
Prostatis Group
Maryland
$207K -$942 -6 -0.4%
WLIM
3111
White Lighthouse Investment Management
Massachusetts
$206K -$2.36K -15 -1%
RCS
3112
Retirement Capital Strategies
California
$206K +$942 +6 +0.5%
EP
3113
EPIQ Partners
Minnesota
$206K +$208K +1,322 New
TFIPS
3114
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K -$223K -1,423 -52%
SFA
3115
Seneca Financial Advisors
New York
$206K -$9.74K -62 -4%
MGAM
3116
McGowan Group Asset Management
Texas
$205K -$5.18K -33 -2%
DT
3117
Daniels + Tansey
Delaware
$205K
CFA
3118
Camarda Financial Advisors
Florida
$204K +$206K +1,311 New
MHP
3119
Manatuck Hill Partners
Connecticut
$203K +$205K +1,305 New
Flossbach Von Storch
3120
Flossbach Von Storch
Germany
$202K +$204K +1,300 New
MWP
3121
MYCIO Wealth Partners
Pennsylvania
$200K -$17.9K -114 -8%
TCM
3122
TD Capital Management
Tennessee
$197K +$314 +2 +0.2%
MGIM
3123
M&G Investment Management
United Kingdom
$195K +$68.6M +436,487 +53%
AFS
3124
Annapolis Financial Services
Maryland
$195K -$45.2K -288 -19%
TF
3125
TimeScale Financial
Massachusetts
$194K +$31.7K +202 +19%