We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
3301
Norwood Financial
Pennsylvania
$277K +$287K +1,750 New
TWM
3302
TMD Wealth Management
Arizona
$276K – – –
SAF
3303
Smith Anglin Financial
Texas
$276K +$1.64K +10 +0.6%
MKA
3304
M. Kulyk & Associates
Georgia
$276K +$67.2K +409 +31%
KFS
3305
Kurt F. Somerville
$275K +$49.3K +300 +21%
BFG
3306
Baron Financial Group
New Jersey
$275K – – –
LFS
3307
Legacy Financial Strategies
Kansas
$274K – – –
FWSM
3308
First Wilshire Securities Management
California
$272K – – –
CFAM
3309
Coury Firm Asset Management
Pennsylvania
$272K +$282K +1,716 New
CCA
3310
Clearwater Capital Advisors
Illinois
$271K -$56.5K -344 -17%
DPI
3311
Diversified Portfolios Inc
Michigan
$271K -$52.4K -319 -16%
RBC
3312
Roble Belko & Company
Pennsylvania
$270K +$32.8K +200 +13%
RPGK
3313
Retirement Planning Group (Kansas)
Kansas
$270K +$51.9K +316 +23%
CIA
3314
Caerus Investment Advisors
Texas
$269K +$279K +1,696 New
LA
3315
Lakeside Advisors
Washington
$269K +$279K +1,699 New
TFP
3316
Triune Financial Partners
Kansas
$268K +$278K +1,693 New
RIA
3317
Richwood Investment Advisors
Ohio
$268K +$278K +1,691 New
TC
3318
Tatro Capital
Kentucky
$267K -$3.28K -20 -1%
SA
3319
Shilanski & Associates
Alaska
$267K -$1.81K -11 -0.6%
MPW
3320
MA Private Wealth
California
$267K +$15.9K +97 +6%
BFA
3321
Buttonwood Financial Advisors
Maryland
$267K +$277K +1,688 New
DP
3322
Denver PWM
Colorado
$266K +$66.3K +404 +33%
HW
3323
Hamilton Wealth
California
$266K +$275K +1,677 New
KC
3324
Kenfarb & Co
Kentucky
$266K +$276K +1,682 New
PW
3325
Peninsula Wealth
California
$266K +$276K +1,682 New
131 132
133
134 135