We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
3751
Knuff & Co
California
$747K – – –
CWAF
3752
Core Wealth Advisors (Florida)
Florida
$746K +$183K +615 +35%
CWMGO
3753
Capstone Wealth Management Group (Oregon)
Oregon
$746K +$15.5K +52 +2%
TS
3754
Tamar Securities
California
$745K +$12.2K +41 +2%
SCI
3755
Silver Coast Investments
United States
$745K -$9.52K -32 -1%
GF
3756
Gimbal Financial
Indiana
$743K +$20.8K +70 +3%
IGGA
3757
Iron Gate Global Advisors
Utah
$743K -$33.9K -114 -5%
IA
3758
IMZ Advisory
Florida
$739K +$67.2K +226 +11%
PS
3759
Planned Solutions
California
$739K -$4.16K -14 -0.6%
KFS
3760
Kaizen Financial Strategies
California
$737K -$6.84K -23 -1%
KIC
3761
Keating Investment Counselors
Florida
$737K +$14.9K +50 +2%
IPW
3762
Intergy Private Wealth
Colorado
$736K -$31.2K -105 -4%
FCM
3763
Fourpath Capital Management
Oklahoma
$735K -$96.4K -324 -12%
IW
3764
Imprint Wealth
South Carolina
$735K +$693K +2,330 New
SFPG
3765
Stonebridge Financial Planning Group
Florida
$733K +$10.7K +36 +2%
GGI
3766
Godsey & Gibb Inc
Virginia
$732K -$5.35K -18 -0.8%
GRA
3767
Golden Road Advisors
Florida
$730K +$289K +973 +73%
SWM
3768
SFG Wealth Management
Maryland
$729K +$5.06K +17 +0.7%
WCM
3769
Wallace Capital Management
Texas
$729K -$21.7K -73 -3%
VAF
3770
Values Added Financial
District of Columbia
$729K -$90.7K -305 -12%
RIM
3771
Rockbridge Investment Management
New York
$728K -$52.9K -178 -7%
PMIA
3772
Patrick Mauro Investment Advisor
Illinois
$727K -$132K -443 -16%
FAFN
3773
First Affirmative Financial Network
Colorado
$727K -$78.8K -265 -10%
NI
3774
NDVR Inc
Massachusetts
$726K +$108K +364 +19%
KFP
3775
Kerr Financial Planning
California
$726K +$712K +2,393 New
149 150
151
152 153