We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3101
Birchcreek Wealth Management
Ohio
$1.84M -$204K -660 -10%
SWM
3102
Sendero Wealth Management
Texas
$1.84M +$26K +84 +1%
AW
3103
Alchemi Wealth
Connecticut
$1.84M +$1.77M +5,709 New
BAG
3104
Bridgewealth Advisory Group
California
$1.84M -$67.5K -218 -4%
ML
3105
McAdam LLC
Pennsylvania
$1.84M +$145K +469 +9%
PWM
3106
Parkway Wealth Management
Texas
$1.84M +$1.76M +5,699 New
LFS
3107
Legacy Financial Strategies
Kansas
$1.84M +$23.5K +76 +1%
GIP
3108
Greatmark Investment Partners
Georgia
$1.83M -$71.2K -230 -4%
BF
3109
Brucke Financial
Indiana
$1.83M -$59.1K -191 -3%
CCP
3110
Cassia Capital Partners
North Carolina
$1.83M -$101K -326 -5%
RCM
3111
RMR Capital Management
California
$1.83M – – –
MFGM
3112
Marshall Financial Group (Maryland)
Maryland
$1.83M -$120K -389 -6%
SCA
3113
Sander Capital Advisors
Washington
$1.82M +$1.46M +4,715 +502%
BWM
3114
Braeburn Wealth Management
Michigan
$1.82M +$1.75M +5,650 New
NWA
3115
New World Advisors
Massachusetts
$1.82M +$89.8K +290 +5%
PW
3116
PUREfi Wealth
Massachusetts
$1.82M -$18.3K -59 -1%
BWA
3117
Brave Warrior Advisors
New York
$1.82M – – –
SGFG
3118
Silver Grove Financial Group
New York
$1.82M +$18.6K +60 +1%
OTL
3119
Oak Thistle LLC
New York
$1.82M +$1.35M +4,366 +344%
MEAC
3120
M.E. Allison & Co
Texas
$1.81M +$310 +1 +0%
WMWM
3121
Wilkins Miller Wealth Management
Alabama
$1.81M +$5.88K +19 +0.3%
AWA
3122
Amplius Wealth Advisors
Pennsylvania
$1.81M -$299K -966 -15%
BFWA
3123
Benchmark Financial Wealth Advisors
Florida
$1.81M +$152K +492 +10%
SMWM
3124
Silvia McColl Wealth Management
California
$1.8M – – –
CNTOF
3125
Canandaigua National Trust of Florida
New York
$1.8M +$137K +444 +9%
123 124
125
126 127