We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
4176
Entruity Wealth
California
$328K +$319K +1,370 New
LAM
4177
Lountzis Asset Management
Pennsylvania
$328K – – –
EMC
4178
Everest Management Corp
California
$328K +$318K +1,367 New
ORI
4179
Oak Ridge Investments
Illinois
$327K -$7.22K -31 -2%
PFA
4180
Plotkin Financial Advisors
Maryland
$327K +$14.4K +62 +5%
GC
4181
Gibson Capital
Pennsylvania
$326K -$16.3K -70 -5%
LSWP
4182
Liberty Square Wealth Partners
Pennsylvania
$325K +$274K +1,175 New
KCIC
4183
Kuhn & Co Investment Counsel
Illinois
$325K +$18.6K +80 +6%
HIF
4184
Hill Island Financial
Michigan
$325K -$10.9K -47 -3%
IWM
4185
IMG Wealth Management
Florida
$325K +$315K +1,354 New
AGDI
4186
Absolute Gestao de Investimentos
Brazil
$324K +$26.3K +113 +9%
JRFS
4187
James Reed Financial Services
Ohio
$324K +$315K +1,351 New
FI
4188
FWG Investments
Kentucky
$324K -$13.7K -59 -4%
CA
4189
Cumberland Advisors
Florida
$324K – – –
FWS
4190
FinDec Wealth Services
California
$323K +$466 +2 +0.1%
HIM
4191
Harbour Investment Management
Washington
$322K +$313K +1,345 New
WA
4192
Whipplewood Advisors
Colorado
$322K +$313K +1,345 New
BF
4193
Brogan Financial
Tennessee
$321K +$14.7K +63 +5%
AIFAIM
4194
American Institute for Advanced Investment Management
Arizona
$321K -$103K -443 -25%
JPLA
4195
Joseph P. Lucia & Associates
New York
$321K +$6.52K +28 +2%
NQWM
4196
Northwest Quadrant Wealth Management
Oregon
$320K +$311K +1,335 New
SWA
4197
Strata Wealth Advisors
Texas
$318K +$11.2K +48 +4%
ICM
4198
Intrepid Capital Management
Florida
$318K – – –
TWM
4199
Tumwater Wealth Management
Idaho
$318K +$309K +1,327 New
TWM
4200
Tolleson Wealth Management
Texas
$318K +$309K +1,325 New
166 167
168
169 170