We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
3776
First Affirmative Financial Network
Colorado
$727K -$78.8K -265 -10%
NI
3777
NDVR Inc
Massachusetts
$726K +$108K +364 +19%
KFP
3778
Kerr Financial Planning
California
$726K +$712K +2,393 New
PCMM
3779
Piedmont Capital Management (Montana)
Montana
$725K – – –
PWA
3780
Physician Wealth Advisors
Utah
$724K +$122K +411 +22%
WW
3781
Westshore Wealth
California
$722K -$17.3K -58 -2%
Blackstone Inc
3782
Blackstone Inc
New York
$722K – – –
MAP
3783
Moody Aldrich Partners
Massachusetts
$720K -$92.2K -310 -12%
FGI
3784
Foresight Global Investors
New York
$719K +$678K +2,278 New
WWA
3785
Wisconsin Wealth Advisors
Wisconsin
$718K +$18.7K +63 +3%
4A
3786
4Wealth Advisors
Illinois
$717K +$5.35K +18 +0.8%
SA
3787
Sonoma Allocations
California
$716K +$713K +2,398 New
BHWM
3788
Beaird Harris Wealth Management
Texas
$715K +$44K +148 +7%
RPGNY
3789
Retirement Planning Group (New York)
New York
$715K +$2.38K +8 +0.4%
ICM
3790
Intrepid Capital Management
Florida
$714K +$22.3K +75 +3%
PI
3791
Parkside Investments
Illinois
$709K -$28.3K -95 -4%
WP
3792
Waycross Partners
Kentucky
$709K – – –
MCM
3793
M1 Capital Management
Michigan
$708K +$3.87K +13 +0.6%
AIA
3794
Arbor Investment Advisors
North Carolina
$707K -$194K -652 -23%
SM
3795
Sensible Money
Arizona
$706K – – –
SFC
3796
Sprinkle Financial Consultants
Colorado
$705K +$5.35K +18 +0.8%
WCM
3797
Wealthcare Capital Management
Virginia
$703K +$440K +1,480 +198%
CGH
3798
CMG Global Holdings
Texas
$702K -$30.6K -103 -4%
KWA
3799
Kellett Wealth Advisors
Ohio
$702K +$7.73K +26 +1%
DHC
3800
Drum Hill Capital
Connecticut
$702K -$15.5K -52 -2%