We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
3351
Clean Yield Group
Vermont
$304K -$22K -147 -7%
CRG
3352
Cornerstone Retirement Group
Nevada
$303K -$19.9K -133 -6%
WQ
3353
Wealth Quarterback
New Jersey
$303K +$5.7K +38 +2%
CPW
3354
Catalyst Private Wealth
California
$303K +$9.59K +64 +3%
NF
3355
Norwood Financial
Pennsylvania
$301K +$2.25K +15 +0.7%
DP
3356
Denver PWM
Colorado
$300K +$35.4K +236 +13%
BIA
3357
Bell Investment Advisors
California
$300K +$134K +894 +76%
CCA
3358
Conestoga Capital Advisors
Pennsylvania
$300K – – –
RIA
3359
Richwood Investment Advisors
Ohio
$299K -$25.5K -170 -8%
SAM
3360
Shikiar Asset Management
New York
$299K – – –
RHJA
3361
Rice Hall James & Associates
California
$298K – – –
GSIS
3362
Global Strategic Investment Solutions
Arizona
$298K +$36.7K +245 +14%
FPF
3363
First Pacific Financial
Washington
$297K – – –
VCM
3364
Versant Capital Management
Arizona
$297K – – –
TBWA
3365
Three Bridge Wealth Advisors
California
$296K – – –
JWM
3366
Janiczek Wealth Management
Colorado
$295K +$107K +711 +54%
ODIJL
3367
One Day In July LLC
Vermont
$295K +$305K +2,034 New
SAM
3368
Seelaus Asset Management
New Jersey
$294K -$349K -2,330 -53%
EF
3369
Exeter Financial
Arizona
$294K – – –
AIM
3370
Arcadia Investment Management
Michigan
$294K – – –
AFS
3371
Axiom Financial Strategies
Indiana
$294K -$450 -3 -0.1%
CCC
3372
Chelsea Counsel Company
California
$293K – – –
WMWM
3373
Whitaker-Myers Wealth Managers
Ohio
$292K – – –
BWM
3374
BCS Wealth Management
Tennessee
$292K +$66.4K +443 +28%
FDS
3375
Freedom Day Solutions
Texas
$292K +$75.1K +501 +33%
133 134
135
136 137