We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3926
Towerpoint Wealth
California
$227K +$204K +1,133 New
HWMC
3927
Heritage Wealth Management (California)
California
$227K +$4.87K +27 +2%
BF
3928
Brogan Financial
Tennessee
$226K +$204K +1,129 New
KLI
3929
Kelman-Lazarov Inc
Tennessee
$226K +$203K +1,127 New
SHIM
3930
Stone House Investment Management
Pennsylvania
$226K +$175K +971 +622%
RPA
3931
Rock Point Advisors
Vermont
$225K +$203K +1,124 New
AFS
3932
AFG Fiduciary Services
Massachusetts
$225K -$9.38K -52 -4%
MFG
3933
Mendota Financial Group
Wisconsin
$224K -$79.8K -442 -28%
SCM
3934
Stonehearth Capital Management
Massachusetts
$223K +$201K +1,114 New
TCFP
3935
Treasure Coast Financial Planning
Florida
$223K +$201K +1,114 New
RDIA
3936
RE Dickinson Investment Advisors
Iowa
$223K – – –
FPF
3937
First Pacific Financial
Washington
$223K -$169K -938 -46%
FWA
3938
FOCUS Wealth Advisors
Texas
$223K +$200K +1,111 New
FWM
3939
FMFE Wealth Management
New York
$222K +$200K +1,110 New
PP
3940
PFS Partners
New Jersey
$221K +$361 +2 +0.2%
FWM
3941
Foguth Wealth Management
Michigan
$220K +$198K +1,099 New
SIA
3942
Spectrum Investment Advisors
Wisconsin
$220K +$198K +1,097 New
SFS
3943
Sharp Financial Services
Pennsylvania
$219K +$197K +1,094 New
MPW
3944
MA Private Wealth
California
$219K +$197K +1,093 New
CP
3945
Coho Partners
Pennsylvania
$218K +$196K +1,088 New
BFAG
3946
Blackston Financial Advisory Group
Florida
$218K -$230K -1,272 -54%
ORI
3947
Oak Ridge Investments
Illinois
$218K -$86.4K -479 -31%
RIG
3948
Renaissance Investment Group
Massachusetts
$217K -$48.7K -270 -20%
FNWA
3949
Financial Network Wealth Advisors
Utah
$217K +$196K +1,084 New
SWA
3950
Strata Wealth Advisors
Texas
$217K -$17.3K -96 -8%
156 157
158
159 160