We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
4201
Defined Financial Planning
California
$332K +$42.3K +166 +14%
GFG
4202
Grantvest Financial Group
New Jersey
$332K -$64.5K -253 -16%
KWA
4203
Kondo Wealth Advisors
California
$331K +$8.16K +32 +2%
JRFS
4204
James Reed Financial Services
Ohio
$331K – – –
PP
4205
PrairieView Partners
Minnesota
$331K +$12.7K +50 +4%
YWM
4206
Yoder Wealth Management
California
$330K -$23.2K -91 -6%
HIM
4207
Harbour Investment Management
Washington
$330K – – –
WA
4208
Whipplewood Advisors
Colorado
$330K +$2.09M +8,194 +609%
GA
4209
Greenspring Advisors
Maryland
$329K -$29.8K -117 -8%
PFP
4210
Paragon Financial Partners
California
$329K -$35.7K -140 -9%
MPM
4211
MBB Public Markets
Illinois
$329K -$5.56M -21,790 -94%
NQWM
4212
Northwest Quadrant Wealth Management
Oregon
$328K +$1.02K +4 +0.3%
SWA
4213
Strata Wealth Advisors
Texas
$328K +$2.55K +10 +0.8%
JPLA
4214
Joseph P. Lucia & Associates
New York
$328K – – –
UFA
4215
US Financial Advisors
Massachusetts
$327K +$340K +1,335 New
WWM
4216
Wiser Wealth Management
Georgia
$327K +$14.5K +57 +4%
IW
4217
Instrumental Wealth
Florida
$327K -$8.41K -33 -2%
TWM
4218
Tumwater Wealth Management
Idaho
$326K – – –
PPWM
4219
Perissos Private Wealth Management
Oklahoma
$324K – – –
WPWM
4220
Western Pacific Wealth Management
Illinois
$323K – – –
SHIM
4221
Stone House Investment Management
Pennsylvania
$322K +$84.1K +330 +34%
DP
4222
Denver PWM
Colorado
$322K +$175K +688 +110%
CCM
4223
Cutler Capital Management
Massachusetts
$321K +$31.1K +122 +10%
LAM
4224
Lountzis Asset Management
Pennsylvania
$320K -$15K -59 -4%
PTCG
4225
Pring Turner Capital Group
California
$320K – – –
167 168
169
170 171