We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
3326
Biechele Royce Advisors
Indiana
$38K -$11.5K -100 -22%
SCA
3327
Sander Capital Advisors
Washington
$37K +$40.2K +350 New
PWP
3328
Principle Wealth Partners
Connecticut
$36.7K +$1.09M +9,501 +3%
NMG
3329
New Millennium Group
Utah
$36K – – –
CDIA
3330
Capital Directions Investment Advisors
Georgia
$34K -$59.9K -522 Closed
HWM
3331
Horizons Wealth Management
North Carolina
$33K – – –
AWMS
3332
Advocacy Wealth Management Services
Georgia
$32K – – –
GIS
3333
Grayhawk Investment Strategies
Alberta, Canada
$32K – – –
PP
3334
Paloma Partners
Connecticut
$31K -$7.24M -63,126 -100%
PI
3335
PFS Investments
Georgia
$30.4K +$3.65M +31,796 +12%
BSWA
3336
Bromfield Sneider Wealth Advisors
Massachusetts
$30K – – –
GIA
3337
Goodwin Investment Advisory
Georgia
$29K +$31.9K +278 New
TVWM
3338
Tower View Wealth Management
Wisconsin
$28K -$7.46K -65 -19%
DTIM
3339
Danda Trouve Investment Management
Kansas
$27K +$230 +2 +0.8%
SWM
3340
Stapp Wealth Management
Washington
$27K +$29.8K +260 New
LWP
3341
Laurel Wealth Planning
Minnesota
$26K -$2.64K -23 -8%
PCH
3342
Polar Capital Holdings
United Kingdom
$24.1K +$1.66M +14,486 +7%
DCM
3343
Disciplina Capital Management
Tennessee
$22.8K +$2.18K +19 +10%
ICM
3344
Islay Capital Management
Texas
$22K -$78.7K -686 -76%
LFASL
3345
Lugano Financial Advisors SA (LFA)
Switzerland
$22K – – –
FSWA
3346
Financial Synergies Wealth Advisors
Texas
$21.7K +$115 +1 +0.5%
LWA
3347
Lowe Wealth Advisors
Maryland
$21K – – –
CPFP
3348
Clear Perspectives Financial Planning
Ohio
$19K -$2.87K -25 -12%
SMG
3349
Spectrum Management Group
Indiana
$19K – – –
ARIS
3350
Advanced Research Investment Solutions
California
$18K -$13.1K -114 -40%
132 133
134
135 136