We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
3551
Freedom Day Solutions
Texas
$416K -$15.9K -88 -4%
CWM
3552
CarsonAllaria Wealth Management
Illinois
$415K -$88.6K -491 -19%
CWM
3553
Campbell Wealth Management
Virginia
$415K +$25.3K +140 +7%
SC
3554
Sykon Capital
New York
$415K – – –
CWM
3555
Cedar Wealth Management
California
$414K +$90.2K +500 +32%
CCA
3556
Conestoga Capital Advisors
Pennsylvania
$414K – – –
RHJA
3557
Rice Hall James & Associates
California
$412K – – –
SA
3558
Skyline Advisors
Washington
$412K +$180 +1 +0%
TCM
3559
Triumph Capital Management
Colorado
$411K -$294K -1,627 -44%
RA
3560
Riversedge Advisors
Delaware
$411K +$12.6K +70 +4%
VFP
3561
Verus Financial Partners
Virginia
$411K +$180 +1 +0%
ONSWM
3562
Old North State Wealth Management
North Carolina
$410K +$37.9K +210 +11%
FF
3563
Francis Financial
$409K -$62.1K -344 -14%
TBWA
3564
Three Bridge Wealth Advisors
California
$409K – – –
AIM
3565
Arcadia Investment Management
Michigan
$408K +$2.89K +16 +0.8%
VPP
3566
Vertex Planning Partners
Illinois
$408K -$98.3K -545 -21%
SSC
3567
Syverson Strege & Co
Iowa
$406K +$75.4K +418 +26%
BWCS
3568
Beirne Wealth Consulting Services
Connecticut
$406K -$386K -2,137 -51%
WHCI
3569
W.H. Cornerstone Investments
Massachusetts
$406K +$91.8K +509 +34%
AFS
3570
Axiom Financial Strategies
Indiana
$405K -$13.7K -76 -4%
LFA
3571
Level Financial Advisors
New York
$405K -$15K -83 -4%
EGWAG
3572
Elwood & Goetz Wealth Advisory Group
Georgia
$404K – – –
JFG
3573
JMG Financial Group
Illinois
$404K -$54.1K -300 -13%
EWA
3574
Encompass Wealth Advisors
Oregon
$403K -$5.23K -29 -1%
TAM
3575
TCP Asset Management
Ohio
$402K +$11.7K +65 +3%
141 142
143
144 145