We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3576
Sterling Financial Group
California
$205K -$2.25K -15 -1%
KFP
3577
Keystone Financial Planning
Ohio
$205K – – –
RWM
3578
Rezny Wealth Management
Florida
$204K +$4.2K +28 +2%
PO
3579
Private Ocean
California
$204K +$23.2K +155 +12%
FA
3580
Fermata Advisors
California
$204K +$210K +1,404 New
WAOTB
3581
Wealth Advisors of Tampa Bay
Florida
$203K +$210K +1,402 New
CWA
3582
Centennial Wealth Advisory
Michigan
$202K +$209K +1,396 New
ACA
3583
Ascension Capital Advisors
Texas
$201K -$17.7K -118 -8%
LFASL
3584
Lugano Financial Advisors SA (LFA)
Switzerland
$201K -$182K -1,215 -47%
SA
3585
Sicart Associates
New York
$201K – – –
AFO
3586
Arrowroot Family Office
California
$200K +$750 +5 +0.4%
BPCA
3587
Bank Pictet & Cie (Asia)
Singapore
$200K +$207K +1,380 New
PVAMC
3588
PPS&V Asset Management Consultants
Michigan
$200K +$207K +1,379 New
IPW
3589
Impact Partnership Wealth
Georgia
$198K +$91K +607 +80%
KFP
3590
KB Financial Partners
New Jersey
$198K -$450 -3 -0.2%
KFS
3591
Kelly Financial Services
Massachusetts
$194K -$1.5K -10 -0.7%
NCM
3592
Northwest Capital Management
Oregon
$189K – – –
RA
3593
Rise Advisors
New York
$185K -$25.2K -168 -12%
WOSD
3594
WFA of San Diego
California
$183K +$78.4K +523 +71%
CMP
3595
Coston McIsaac & Partners
Maine
$183K – – –
FCG
3596
Financial Connections Group
California
$178K -$15.1K -101 -8%
GC
3597
Gibson Capital
Pennsylvania
$176K – – –
AWM
3598
Abound Wealth Management
Tennessee
$173K -$1.8K -12 -1%
TCM
3599
TD Capital Management
Tennessee
$171K +$450 +3 +0.3%
RWM
3600
Raffa Wealth Management
District of Columbia
$171K +$600 +4 +0.3%
142 143
144
145 146