We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
3351
Laidlaw Wealth Management
New York
$639K -$42.1K -200 -6%
CW
3352
Code Waechter
Florida
$638K +$637K +3,026 New
NJBEST
3353
New Jersey Better Educational Savings Trust
New Jersey
$636K
RSWA
3354
Robinson Smith Wealth Advisors
Maine
$636K -$246K -1,166 -28%
AS
3355
Altshuler Shaham
Israel
$633K -$1.07M -5,102 -63%
BAM
3356
Bayview Asset Management
Florida
$633K -$527K -2,500 -45%
ML
3357
Mayport LLC
Massachusetts
$631K -$60.9K -289 -9%
SWM
3358
SilverOak Wealth Management
Minnesota
$630K
PW
3359
Peninsula Wealth
California
$629K +$27.8K +132 +5%
EC
3360
EdgeRock Capital
Colorado
$628K +$29.9K +142 +5%
EMAM
3361
Encompass More Asset Management
California
$628K +$166K +789 +36%
CRIG
3362
Charter Research & Investment Group
Connecticut
$628K
LA
3363
Lane & Associates
New Jersey
$627K +$3.58K +17 +0.6%
CCP
3364
Clarity Capital Partners
California
$627K -$8.64K -41 -1%
Cohen & Steers
3365
Cohen & Steers
New York
$624K -$13.1K -62 -2%
MSWMA
3366
Market Street Wealth Management Advisors
Indiana
$624K +$5.9K +28 +1%
PWMA
3367
Pension & Wealth Management Advisors
Massachusetts
$623K +$32.9K +156 +6%
MPCL
3368
My Personal CFO LLC
Washington
$623K +$3.16K +15 +0.5%
CFG
3369
Clayton Financial Group
Missouri
$623K +$126K +599 +25%
SHF
3370
Safe Harbor Fiduciary
Florida
$623K +$622K +2,954 New
SG
3371
Strid Group
Pennsylvania
$622K
TPW
3372
Tiller Private Wealth
Pennsylvania
$622K +$3.16K +15 +0.5%
MWA
3373
Motive Wealth Advisors
Michigan
$621K
BW
3374
Basepoint Wealth
Iowa
$619K -$92K -437 -13%
HCA
3375
Heck Capital Advisors
Wisconsin
$618K -$16.6K -79 -3%