We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
4201
Jupiter Wealth Management
Colorado
$591K – – –
CMBA
4202
C.M. Bidwell & Associates
Hawaii
$591K +$38.5K +124 +7%
CWM
4203
Consultiva Wealth Management
Puerto Rico
$590K -$22K -71 -4%
WW
4204
Wright Wealth
Georgia
$590K -$621 -2 -0.1%
NWMP
4205
Noble Wealth Management PBC
Colorado
$589K -$14.9K -48 -3%
TC
4206
Toews Corporation
New Jersey
$589K +$559K +1,799 New
SA
4207
Sonoma Allocations
California
$588K -$65.2K -210 -11%
WCM
4208
Warburton Capital Management
Oklahoma
$587K +$18.3K +59 +3%
RWM
4209
RMG Wealth Management
Wisconsin
$586K +$21.7K +70 +5%
2L
4210
25 LLC
Missouri
$583K +$46.9K +151 +9%
CI
4211
Corient IA
Florida
$583K – – –
NFTC
4212
North Forty Two & Co
Oregon
$582K – – –
SWMG
4213
Sanchez Wealth Management Group
Florida
$581K +$311 +1 +0.1%
TLA
4214
Tanglewood Legacy Advisors
Texas
$578K – – –
MAM
4215
MMA Asset Management
Pennsylvania
$577K +$621 +2 +0.1%
TPF
4216
Tribridge Partners Financial
Maryland
$576K -$22.7K -73 -4%
LWA
4217
Ledgewood Wealth Advisors
New Hampshire
$576K – – –
CCP
4218
Cushing Capital Partners
Wisconsin
$575K +$621 +2 +0.1%
GAMC
4219
Garner Asset Management Corp
Texas
$575K +$19.6K +63 +4%
GWM
4220
GK Wealth Management
Nevada
$575K +$186K +598 +52%
CFS
4221
CGC Financial Services
Oregon
$574K -$12.7K -41 -2%
GCP
4222
Gill Capital Partners
Colorado
$573K +$24.8K +80 +5%
QC
4223
Quantessence Capital
New York
$572K +$542K +1,746 New
RIP
4224
RAM Investment Partners
Washington
$570K +$50.9K +164 +10%
AWMG
4225
ADG Wealth Management Group
Louisiana
$568K +$1.86K +6 +0.3%
167 168
169
170 171