We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
4326
Wrenne Financial Planning
Kentucky
$336K -$9.7K -38 -3%
MFG
4327
MTM Financial Group
Pennsylvania
$335K – – –
SWP
4328
Significant Wealth Partners
Illinois
$335K -$2.55K -10 -0.9%
MSWA
4329
Marshall & Sterling Wealth Advisors
New York
$334K -$2.81K -11 -0.9%
SCB
4330
Saudi Central Bank
Saudi Arabia
$333K +$10.7K +42 +4%
WFA
4331
Websterrogers Financial Advisors
South Carolina
$333K – – –
WPWM
4332
Western Pacific Wealth Management
Illinois
$332K -$43.4K -170 -13%
FCM
4333
Family Capital Management
Michigan
$332K -$23.2K -91 -7%
RI
4334
Rinkey Investments
California
$332K +$292K +1,144 New
JWM
4335
JDH Wealth Management
California
$331K +$3.06K +12 +1%
HI
4336
Human Investing
Oregon
$330K +$766 +3 +0.3%
DI
4337
Disciplined Investments
Oklahoma
$329K -$9.7K -38 -3%
OCFG
4338
O'Connor Financial Group
Illinois
$329K +$10.7K +42 +4%
CIA
4339
Caerus Investment Advisors
Texas
$328K – – –
LPFG
4340
Landing Point Financial Group
Ohio
$328K +$11.5K +45 +4%
CA
4341
Claris Advisors
Missouri
$327K -$335K -1,311 -54%
IAA
4342
Ironsides Asset Advisors
North Carolina
$327K +$24.2K +95 +9%
OWM
4343
Orgel Wealth Management
Wisconsin
$326K +$2.81K +11 +1%
LAM
4344
Lifestyle Asset Management
Texas
$324K +$25.5K +100 +10%
RL
4345
Retireful LLC
Michigan
$323K -$41.6K -163 -13%
AAM
4346
Auxier Asset Management
Oregon
$323K – – –
UWM
4347
USAdvisors Wealth Management
Minnesota
$323K -$29.1K -114 -9%
SCM
4348
Stonehearth Capital Management
Massachusetts
$323K – – –
JSA
4349
Jim Saulnier & Associates
Colorado
$323K +$510 +2 +0.2%
HWA
4350
Hilltop Wealth Advisors
North Carolina
$322K -$18.9K -74 -6%
172 173
174
175 176