We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
4001
International Private Wealth Advisors
California
$437K +$58.9K +231 +15%
IPW
4002
IronBridge Private Wealth
Texas
$435K -$5.1K -20 -1%
FCMA
4003
Foresight Capital Management Advisors
Michigan
$435K +$452K +1,773 New
PWA
4004
Peterson Wealth Advisors
Utah
$435K +$34.7K +136 +7%
CWAF
4005
Core Wealth Advisors (Florida)
Florida
$435K +$5.86K +23 +1%
LODC
4006
Lanham O'Dell & Company
West Virginia
$435K – – –
WFS
4007
Walker Financial Services
Kentucky
$434K -$8.67K -34 -2%
IWP
4008
Innova Wealth Partners
Pennsylvania
$433K +$1.02K +4 +0.2%
LWA
4009
Ledgewood Wealth Advisors
New Hampshire
$432K – – –
PW
4010
Potentia Wealth
California
$431K – – –
SWMG
4011
Sanchez Wealth Management Group
Florida
$430K +$255 +1 +0.1%
WPA
4012
Wealth Preservation Advisors
Tennessee
$430K +$447K +1,752 New
PWM
4013
Power Wealth Management
Georgia
$428K -$95.3K -374 -18%
EFN
4014
Equita Financial Network
Pennsylvania
$428K +$150K +587 +51%
HFRG
4015
Houlihan Financial Resource Group
Virginia
$428K -$25.2K -99 -5%
BIA
4016
Bell Investment Advisors
California
$427K +$9.18K +36 +2%
BAWM
4017
Bennett Associates Wealth Management
Pennsylvania
$426K -$31.6K -124 -7%
NRWA
4018
North Ridge Wealth Advisors
Oregon
$426K – – –
BF
4019
Brogan Financial
Tennessee
$426K +$101K +397 +30%
EAM
4020
Everstar Asset Management
North Carolina
$426K +$192K +753 +77%
HWMC
4021
Heritage Wealth Management (California)
California
$425K +$4.59K +18 +1%
ST
4022
Sageworth Trust
Pennsylvania
$425K +$1.53K +6 +0.3%
AFGAS
4023
Allegiance Financial Group Advisory Services
Virginia
$425K +$69.6K +273 +19%
PWMG
4024
Private Wealth Management Group
New Jersey
$425K +$26K +102 +6%
LFA
4025
Level Financial Advisors
New York
$424K – – –
159 160
161
162 163