We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
3576
Capital Directions Investment Advisors
Georgia
$43.9K +$41.4K +327 New
HWM
3577
Horizons Wealth Management
North Carolina
$43K – – –
BWA
3578
Boulder Wealth Advisors
Colorado
$43K +$40.5K +320 New
RF
3579
Robbins Farley
New Hampshire
$41.3K -$327K -2,584 -89%
BSWA
3580
Bromfield Sneider Wealth Advisors
Massachusetts
$38.9K – – –
TVWM
3581
Tower View Wealth Management
Wisconsin
$37K +$253 +2 +0.7%
EA
3582
Evolution Advisers
Virginia
$33K -$35.5K -280 -53%
CCMI
3583
Creative Capital Management Investments
California
$30K +$28.1K +222 New
GIS
3584
Grayhawk Investment Strategies
Alberta, Canada
$29.8K +$8.81M +69,556 +31,332%
DCM
3585
Disciplina Capital Management
Tennessee
$29.5K +$253 +2 +0.9%
RFS
3586
Retirement Financial Solutions
Tennessee
$26.4K +$25K +197 New
CPFP
3587
Clear Perspectives Financial Planning
Ohio
$24.9K – – –
QL
3588
Quarry LP
New York
$24.8K +$23.4K +185 New
WA
3589
Win Advisors
Florida
$23.3K +$22K +174 New
HWM
3590
HighMark Wealth Management
Minnesota
$21.7K +$253 +2 +1%
PS
3591
PayPay Securities
Japan
$21.3K +$20.1K +159 New
LWA
3592
Lowe Wealth Advisors
Maryland
$20.1K -$6.33K -50 -25%
MWC
3593
MBM Wealth Consultants
Missouri
$20K – – –
BA
3594
Bellwether Advisors
Nebraska
$19.5K -$44.1K -348 -71%
SFCL
3595
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
NECFA
3596
New England Capital Financial Advisors
Connecticut
$17.4K +$16.3K +129 New
LWP
3597
Laurel Wealth Planning
Minnesota
$16.8K -$16.1K -127 -50%
GFL
3598
Granite FO LLC
New Hampshire
$16.4K +$15.1K +119 New
CIR
3599
Clear Investment Research
Georgia
$16K +$127 +1 +0.8%
ST
3600
Sageworth Trust
Pennsylvania
$15K +$5.2K +41 +59%
142 143
144
145 146