We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LODC
3251
Lanham O'Dell & Company
West Virginia
$256K – – –
CIM
3252
Confluence Investment Management
Missouri
$255K +$5.46K +37 +2%
EWA
3253
ERTS Wealth Advisors
Michigan
$254K -$15.1K -102 -5%
KPWG
3254
KFA Private Wealth Group
Virginia
$254K +$33.5K +227 +14%
RWMH
3255
Riverpoint Wealth Management Holdings
Illinois
$254K +$275K +1,860 New
SL
3256
Summitry LLC
California
$253K -$181K -1,229 -40%
WCWM
3257
Willow Creek Wealth Management
California
$253K -$2.07K -14 -0.7%
CFSG
3258
Clark Financial Services Group
Missouri
$253K +$45.9K +311 +20%
HWM
3259
HFR Wealth Management
New York
$252K -$23.5K -159 -8%
RFP
3260
Roth Financial Partners
Texas
$252K -$12K -81 -4%
DC
3261
Defender Capital
North Carolina
$252K – – –
NF
3262
Norwood Financial
Pennsylvania
$252K +$14.8K +100 +6%
ORI
3263
Oak Ridge Investments
Illinois
$251K -$568K -3,850 -68%
RBC
3264
Roble Belko & Company
Pennsylvania
$251K +$19.9K +135 +8%
TCOK
3265
Trust Company of Kansas
Kansas
$250K – – –
APS
3266
American Planning Services
Florida
$250K +$1.48K +10 +0.5%
EMG
3267
ETF Managers Group
New Jersey
$250K +$263K +1,781 New
PHAM
3268
Palisades Hudson Asset Management
Florida
$248K -$144K -975 -35%
SHWM
3269
Smith & Howard Wealth Management
Georgia
$248K -$3.1K -21 -1%
AAM
3270
Ameraudi Asset Management
New York
$248K – – –
WCM
3271
Wallace Capital Management
Texas
$248K – – –
ACP
3272
Arcus Capital Partners
Georgia
$248K +$590 +4 +0.2%
EI
3273
Ellevest Inc
New York
$247K -$44.1K -299 -14%
RRCM
3274
Rappaport Reiches Capital Management
Illinois
$246K +$57.9K +392 +28%
SWP
3275
Summit Wealth Partners
Florida
$245K – – –
129 130
131
132 133