We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4301
Power Wealth Management
Georgia
$483K -$23.4K -77 -4%
EWL
4302
Emissary Wealth LLC
New Jersey
$482K -$18.8K -62 -4%
TFCP
4303
Twin Focus Capital Partners
Massachusetts
$482K -$519K -1,709 -51%
TW
4304
Towerpoint Wealth
California
$482K +$59.2K +195 +14%
RAS
4305
RPS Advisory Solutions
Kentucky
$481K -$46.1K -152 -8%
UWM
4306
Urban Wealth Management
California
$481K -$44.9K -148 -8%
WWM
4307
Wiser Wealth Management
Georgia
$481K -$32.8K -108 -6%
SIS
4308
Strategic Investment Solutions
Illinois
$480K -$6.07K -20 -1%
2L
4309
25 LLC
Missouri
$480K +$31.6K +104 +7%
GWSA
4310
Global Wealth Strategies & Associates
Colorado
$479K -$910 -3 -0.2%
SWIA
4311
Solano Wealth Investment Advisors
California
$478K – – –
SAM
4312
Sequent Asset Management
Texas
$477K -$242K -799 -33%
CHWM
4313
Cauble & Harre Wealth Management
Missouri
$476K -$29.1K -96 -6%
LFASL
4314
Lugano Financial Advisors SA (LFA)
Switzerland
$475K – – –
VBFP
4315
Valtinson Bruner Financial Planning
Minnesota
$475K +$46.4K +153 +10%
CFS
4316
Cannon Financial Strategists
Georgia
$474K +$15.8K +52 +3%
GFL
4317
Granite FO LLC
New Hampshire
$473K – – –
SFMG
4318
Sage Financial Management Group
Virginia
$473K – – –
FSBI
4319
Fearless Solutions (Best Invest)
Texas
$472K -$15.2K -50 -3%
GGI
4320
Godsey & Gibb Inc
Virginia
$471K -$234K -770 -32%
TWM
4321
Trevian Wealth Management
Massachusetts
$471K +$1.52K +5 +0.3%
HWMC
4322
Heritage Wealth Management (California)
California
$471K -$31.6K -104 -6%
LIA
4323
Luken Investment Analytics
Tennessee
$470K – – –
BFAG
4324
Blackston Financial Advisory Group
Florida
$470K -$20.9K -69 -4%
QWM
4325
Quaker Wealth Management
New Jersey
$470K +$154K +508 +47%
171 172
173
174 175