We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
3351
Plan A Wealth
Nebraska
$908K +$883K +3,789 New
MWM
3352
Maltin Wealth Management
New Jersey
$907K +$3.73K +16 +0.4%
FFM
3353
Flagstone Financial Management
Nebraska
$906K -$64.1K -275 -7%
GG
3354
GenWealth Group
New Jersey
$906K -$14.9K -64 -2%
THL
3355
Tillman Hartley LLC
Colorado
$906K – – –
ISFAN
3356
Investor's Fiduciary Advisor Network
Washington
$905K +$880K +3,780 New
AWS
3357
Arkfeld Wealth Strategies
Nebraska
$904K +$3.73K +16 +0.4%
GC
3358
GFG Capital
Florida
$904K +$233 +1 +0%
BWA
3359
BlueSky Wealth Advisors
North Carolina
$903K – – –
HIW
3360
Holos Integrated Wealth
Pennsylvania
$902K +$877K +3,764 New
MAG
3361
Mayfair Advisory Group
Alabama
$901K +$48.9K +210 +6%
HKAM
3362
Horizon Kinetics Asset Management
New York
$898K -$75K -322 -8%
PGA
3363
Portland Global Advisors
Maine
$896K +$3.03K +13 +0.3%
HC
3364
Hourglass Capital
Texas
$895K – – –
MC
3365
McCarthy & Cox
Ohio
$895K -$67.3K -289 -7%
GW
3366
Griffith & Werner
Georgia
$892K +$866K +3,720 New
HAS
3367
Holland Advisory Services
Florida
$891K +$28.9K +124 +3%
CWA
3368
Consilio Wealth Advisors
Washington
$891K +$21.4K +92 +3%
KA
3369
KDT Advisors
New York
$890K +$865K +3,712 New
AWM
3370
Atticus Wealth Management
Florida
$888K +$24.7K +106 +3%
MAG
3371
M3 Advisory Group
Massachusetts
$887K -$26.3K -113 -3%
DWA
3372
Dougherty Wealth Advisers
Minnesota
$887K – – –
WMWM
3373
Whitaker-Myers Wealth Managers
Ohio
$885K +$50.5K +217 +6%
WAG
3374
Wallace Advisory Group
California
$885K -$292K -1,254 -23%
WMA
3375
William Mack & Associates
Michigan
$884K +$859K +3,689 New
133 134
135
136 137