We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
4051
New Harbor Financial Group
Massachusetts
$211K +$211K +1,000 New
WCM
4052
Windward Capital Management
California
$211K +$211K +1,000 New
UI
4053
Unconventional Investor
New Hampshire
$210K +$210K +996 New
PP
4054
PrairieView Partners
Minnesota
$210K – – –
AWM
4055
AAF Wealth Management
Massachusetts
$209K -$8.21K -39 -4%
FWM
4056
Fonville Wealth Management
Virginia
$209K +$208K +989 New
WCF
4057
West Coast Financial
California
$209K – – –
OBWP
4058
O'Brien Wealth Partners
Massachusetts
$208K -$5.9K -28 -3%
DCM
4059
DGS Capital Management
New Jersey
$208K +$208K +988 New
FPW
4060
Flagship Private Wealth
Massachusetts
$207K +$207K +983 New
JWM
4061
Jackson Wealth Management
Florida
$207K -$2.74K -13 -1%
PA
4062
Planning Alternatives
Michigan
$206K -$6.95K -33 -3%
PP
4063
PFS Partners
New Jersey
$206K -$10.3K -49 -5%
CWM
4064
CMH Wealth Management
New Hampshire
$205K +$205K +974 New
KC
4065
Kades & Cheifetz
Pennsylvania
$205K +$205K +972 New
SFM
4066
Stack Financial Management
Montana
$205K +$205K +971 New
UOTTAIMCU
4067
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$205K -$1.06M -5,018 -84%
W
4068
WealthCollab
Washington
$204K – – –
DCM
4069
Dimension Capital Management
Florida
$204K -$135K -643 -40%
KA
4070
Kure Advisory
Minnesota
$204K +$204K +968 New
LIA
4071
LifePlan Investment Advisors
North Carolina
$204K +$204K +967 New
CI
4072
Carroll Investors
South Carolina
$201K +$201K +956 New
WCM
4073
Wealthcare Capital Management
Virginia
$201K +$201K +953 New
CPW
4074
Crestmont Private Wealth
Texas
$201K +$200K +951 New
TCCM
4075
Timber Creek Capital Management
Massachusetts
$200K – – –
161 162
163
164 165