We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3676
McCarthy & Cox
Ohio
$349K +$315K +1,744 New
MGWA
3677
Monument Group Wealth Advisors
Massachusetts
$349K – – –
MSFP
3678
Mark Sheptoff Financial Planning
Connecticut
$349K – – –
IPW
3679
IronBridge Private Wealth
Texas
$348K -$9.74K -54 -3%
CWAF
3680
Core Wealth Advisors (Florida)
Florida
$348K +$4.51K +25 +1%
WQ
3681
Wealth Quarterback
New Jersey
$348K -$246K -1,363 -44%
NRWA
3682
North Ridge Wealth Advisors
Oregon
$348K – – –
AMG
3683
Asset Management Group
Connecticut
$348K +$5.23K +29 +2%
CP
3684
Capital Planning
Washington
$347K – – –
CC
3685
Capital Counsel
New York
$345K +$79.4K +440 +34%
RIM
3686
Rockbridge Investment Management
New York
$345K – – –
BSHC
3687
Breed's Hill Capital
Massachusetts
$345K -$37.7K -209 -11%
GWA
3688
Gratus Wealth Advisors
Virginia
$344K +$14.1K +78 +4%
CYG
3689
Clean Yield Group
Vermont
$344K -$65K -360 -17%
TPWA
3690
Twin Peaks Wealth Advisors
California
$343K -$34.8K -193 -10%
LWA
3691
Ledgewood Wealth Advisors
New Hampshire
$343K – – –
HFF
3692
Halter Ferguson Financial
Indiana
$343K -$10.3K -57 -3%
UWM
3693
USAdvisors Wealth Management
Minnesota
$343K +$31.6K +175 +11%
OPWM
3694
Oxinas Partners Wealth Management
Indiana
$343K +$722 +4 +0.2%
CM
3695
Columbus Macro
Pennsylvania
$340K -$29.1K -161 -9%
AL
3696
ADE LLC
Maryland
$339K – – –
DWA
3697
Delta Wealth Advisors
Indiana
$338K +$305K +1,688 New
BFG
3698
Baron Financial Group
New Jersey
$337K -$9.02K -50 -3%
AFGAS
3699
Allegiance Financial Group Advisory Services
Virginia
$336K -$7.76K -43 -2%
HKIMG
3700
Hutchens & Kramer Investment Management Group
Indiana
$336K +$16.4K +91 +6%
146 147
148
149 150