We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
3876
Rooted Wealth Advisors
Illinois
$506K +$7.9K +31 +1%
BIP
3877
Blue Investment Partners
California
$506K – – –
Stonehage Fleming Financial Services
3878
Stonehage Fleming Financial Services
Jersey
$506K – – –
KFS
3879
Kaizen Financial Strategies
California
$506K +$1.78K +7 +0.3%
JA
3880
JVL Associates
Michigan
$505K -$70.4K -276 -12%
RAS
3881
RPS Advisory Solutions
Kentucky
$505K -$7.39K -29 -1%
CM
3882
Columbus Macro
Pennsylvania
$504K -$24K -94 -4%
BWA
3883
Bestgate Wealth Advisors
Maryland
$503K – – –
KA
3884
Kercheville Advisors
Texas
$503K +$6.37K +25 +1%
DWP
3885
Destiny Wealth Partners
Florida
$502K -$3.82K -15 -0.7%
SSW
3886
Smith Shellnut Wilson
Mississippi
$502K +$9.18K +36 +2%
LGWM
3887
Litman Gregory Wealth Management
California
$502K – – –
IA
3888
Inspire Advisors
Idaho
$501K -$11K -43 -2%
TBWA
3889
Three Bridge Wealth Advisors
California
$500K – – –
RWMG
3890
Redwood Wealth Management Group
New Jersey
$500K +$14.8K +58 +3%
OAS
3891
Optivise Advisory Services
Tennessee
$500K -$6.88K -27 -1%
TWP
3892
Tower Wealth Partners
Pennsylvania
$499K -$11.7K -46 -2%
JCM
3893
J2 Capital Management
Michigan
$498K -$295K -1,158 -36%
BMCM
3894
Burns Matteson Capital Management
New York
$498K +$7.65K +30 +2%
BWCS
3895
Beirne Wealth Consulting Services
Connecticut
$497K – – –
CP
3896
Capital Planning
Washington
$497K -$84.4K -331 -14%
SCA
3897
Sage Capital Advisors
South Dakota
$497K +$21.9K +86 +4%
AWM
3898
Alterna Wealth Management
Texas
$496K -$29.8K -117 -5%
NRD
3899
Nebula Research & Development
New York
$496K +$515K +2,020 New
SSC
3900
Syverson Strege & Co
Iowa
$494K +$15K +59 +3%