We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
4201
PFG Private Wealth Management
Florida
$423K +$399K +1,340 New
VFS
4202
Valpey Financial Services
New Hampshire
$423K -$83.6K -281 -17%
BDL
4203
Banque de Luxembourg
Luxembourg
$421K -$172K -580 -30%
ACM
4204
Avos Capital Management
Washington
$420K +$175K +588 +79%
GFP
4205
Guardian Financial Partners
California
$419K +$26.2K +88 +7%
MCA
4206
Maryland Capital Advisors
Maryland
$419K +$141K +474 +55%
TWM
4207
Tumwater Wealth Management
Idaho
$419K – – –
HFS
4208
Hoge Financial Services
Pennsylvania
$418K +$33K +111 +9%
C
4209
Covestor
United Kingdom
$417K -$60.4K -203 -13%
CPA
4210
Clear Point Advisors
New York
$417K +$44K +148 +13%
ZRP
4211
Zynergy Retirement Planning
New Jersey
$417K – – –
RH
4212
RFG Holdings
Texas
$415K +$67.5K +227 +21%
HC
4213
Hoese & Co
Minnesota
$413K – – –
CWM
4214
CarsonAllaria Wealth Management
Illinois
$413K +$21.1K +71 +6%
MWM
4215
Momentous Wealth Management
Washington
$413K -$133K -448 -26%
PTCG
4216
Pring Turner Capital Group
California
$412K – – –
SPFA
4217
Summit Place Financial Advisors
New Jersey
$412K +$388K +1,305 New
PPWM
4218
Perissos Private Wealth Management
Oklahoma
$412K – – –
LSWP
4219
Liberty Square Wealth Partners
Pennsylvania
$411K +$38.1K +128 +11%
PCC
4220
Park Circle Company
Maryland
$410K – – –
QL
4221
Quarry LP
New York
$410K +$387K +1,300 New
DKCM
4222
Davidson Kahn Capital Management
California
$409K +$83.3K +280 +28%
RFN
4223
Redwood Financial Network
Ohio
$407K -$2.97K -10 -0.8%
SCM
4224
Sage Capital Management
New Jersey
$407K +$892 +3 +0.2%
D
4225
Dentgroup
Louisiana
$406K +$595 +2 +0.2%
167 168
169
170 171