We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3126
Covey Capital Advisors
Georgia
$256K – – –
MAP
3127
Milestone Advisory Partners
North Carolina
$256K – – –
AL
3128
Arnhold LLC
New York
$256K +$2.29K +20 +0.8%
SBWIC
3129
Schaper Benz & Wise Investment Counsel
Wisconsin
$254K -$19.5K -170 -7%
WA
3130
Wealth Advisors
California
$254K – – –
AWS
3131
Arkfeld Wealth Strategies
Nebraska
$254K +$262K +2,283 New
MIAS
3132
Mason Investment Advisory Services
Virginia
$254K +$1.15K +10 +0.4%
EA
3133
Ellsworth Advisors
Ohio
$252K -$66.7K -581 -19%
PFA
3134
Pure Financial Advisors
California
$252K +$689 +6 +0.2%
TWM
3135
Trevian Wealth Management
Massachusetts
$252K +$12.9K +112 +5%
KC
3136
Kinloch Capital
Virginia
$252K +$45.9K +400 +20%
LC
3137
Lavaca Capital
Texas
$251K -$1.01M -8,804 -80%
GAMC
3138
Garner Asset Management Corp
Texas
$251K -$83.7K -729 -23%
EWA
3139
Encompass Wealth Advisors
Oregon
$250K +$20.1K +175 +8%
WF
3140
Whelan Financial
California
$249K +$274K +2,385 New
BFS
3141
Bickling Financial Services
Massachusetts
$248K +$2.18K +19 +0.8%
SNBOSCI
3142
Security National Bank of Sioux City Iowa
Iowa
$248K +$27.7K +241 +11%
MECA
3143
Miller Equity Capital Advisors
Texas
$248K +$273K +2,377 New
WFO
3144
Wealthgate Family Office
Colorado
$247K – – –
SF
3145
Symphony Financial
Texas
$246K -$26.7K -233 -9%
MA
3146
MKT Advisors
California
$246K -$22.7K -198 -8%
WQ
3147
Wealth Quarterback
New Jersey
$245K +$7.92K +69 +3%
TC
3148
Truvestments Capital
Florida
$244K -$9.76K -85 -4%
DP
3149
Denver PWM
Colorado
$244K +$3.67K +32 +1%
ML
3150
Mayport LLC
Massachusetts
$243K -$40.2K -350 -13%
124 125
126
127 128