We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4076
Horizons Wealth Management
North Carolina
$47.3K – – –
SCA
4077
Stuart Chaussee & Associates
California
$47.1K – – –
VWWMG
4078
Vermillion & White Wealth Management Group
Pennsylvania
$46.9K – – –
GIS
4079
Grayhawk Investment Strategies
Alberta, Canada
$44.5K – – –
UIA
4080
Ulland Investment Advisors
Minnesota
$42K – – –
PWM
4081
Partnership Wealth Management
Maryland
$41.5K – – –
BFP
4082
Briaud Financial Planning
Texas
$41K +$36.1K +200 New
KSWA
4083
Kathleen S. Wright Associates
Pennsylvania
$40.1K +$36.1K +200 New
FCG
4084
Financial Connections Group
California
$40K -$187K -1,034 -84%
MSWM
4085
Mowery & Schoenfeld Wealth Management
Illinois
$39.5K -$1.44K -8 -4%
BFS
4086
Bare Financial Services
Pennsylvania
$38.9K – – –
DCM
4087
Davidson Capital Management
Texas
$37.3K +$33.6K +186 New
LAM
4088
Lummis Asset Management
Texas
$36.5K – – –
RF
4089
Robinswood Financial
Washington
$34.6K – – –
RCM
4090
Richardson Capital Management
Wisconsin
$34.1K +$30.7K +170 New
CAM
4091
ClariVest Asset Management
California
$33.8K +$6.86K +38 +29%
DWA
4092
Delos Wealth Advisors
Texas
$33K -$8.66K -48 -23%
RG
4093
Retirement Group
California
$31.4K +$19.7K +109 +227%
LWA
4094
Lowe Wealth Advisors
Maryland
$30K – – –
YAL
4095
Your Advocates Ltd
Texas
$30K +$18K +100 +200%
CWA
4096
Carolina Wealth Advisors
South Carolina
$27.8K +$7.22K +40 +40%
SFCL
4097
Strengthening Families & Communities LLC
Massachusetts
$27K +$180 +1 +0.8%
CIR
4098
Clear Investment Research
Georgia
$26.9K -$902 -5 -4%
NECFA
4099
New England Capital Financial Advisors
Connecticut
$26K – – –
BIM
4100
Breakwater Investment Management
Washington
$25.4K +$22.9K +127 New
162 163
164
165 166