We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4026
Copley Financial Group
California
$726K -$149K -481 -18%
CFG
4027
Compton Financial Group
Maryland
$725K – – –
GWA
4028
Gratus Wealth Advisors
Virginia
$725K -$19.9K -64 -3%
WAN
4029
Wealth Advisors Northwest
Oregon
$725K +$44.7K +144 +7%
AWP
4030
Avid Wealth Partners
Texas
$724K -$46.9K -151 -6%
APW
4031
Allied Private Wealth
Florida
$724K +$679K +2,188 New
CCIA
4032
Cherry Creek Investment Advisors
Colorado
$723K +$20.5K +66 +3%
CWMP
4033
Clarion Wealth Managment Partners
Virginia
$723K -$14.9K -48 -2%
IA
4034
IMZ Advisory
Florida
$722K -$40.4K -130 -6%
TF
4035
Tenzing Financial
Virginia
$721K +$35.4K +114 +6%
CHIA
4036
Copper Harbor Investment Advisors
Wisconsin
$719K +$682K +2,196 New
AF
4037
ASL Financial
California
$719K – – –
QCIG
4038
Quad-Cities Investment Group
Iowa
$719K -$4.66K -15 -0.7%
LFWA
4039
LiftPoint Family Wealth Advisors
New Jersey
$718K +$330K +1,062 +94%
CW
4040
Cedarwood Wealth
Colorado
$718K +$71.1K +229 +12%
MFS
4041
McNamara Financial Services
Massachusetts
$718K – – –
AWC
4042
Adamsbrown Wealth Consultants
Kansas
$717K +$147K +472 +27%
WLIM
4043
White Lighthouse Investment Management
Massachusetts
$716K -$161K -520 -19%
TS
4044
Tamar Securities
California
$713K -$67.1K -216 -9%
OA
4045
Oceanside Advisors
South Carolina
$712K – – –
DWP
4046
Destiny Wealth Partners
Florida
$711K -$4.77M -15,364 -88%
LFA
4047
Level Financial Advisors
New York
$711K -$23.3K -75 -3%
MWA
4048
MN Wealth Advisors
Kansas
$711K -$3.85M -12,393 -85%
SP
4049
Saranac Partners
$711K +$674K +2,171 New
PAW
4050
Plan A Wealth
Nebraska
$709K -$105K -339 -14%
160 161
162
163 164