We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
4451
Synergy Financial Group
California
$228K -$3.31K -13 -1%
MW
4452
Members Wealth
Pennsylvania
$228K +$20.6K +81 +10%
BHWA
4453
Beacon Harbor Wealth Advisors
Virginia
$227K – – –
RPA
4454
Rock Point Advisors
Vermont
$227K – – –
SCA
4455
Sander Capital Advisors
Washington
$227K – – –
TF
4456
Theory Financial
Colorado
$227K – – –
AAS
4457
AdviceOne Advisory Services
Connecticut
$227K -$7.9K -31 -3%
PWA
4458
PCG Wealth Advisors
Kansas
$227K -$53.3K -209 -18%
MFG
4459
Midwest Financial Group
Kansas
$226K +$765 +3 +0.3%
RFG
4460
REAP Financial Group
Texas
$226K +$93.8K +368 +67%
TCTWM
4461
Three Cord True Wealth Management
Pennsylvania
$226K +$20.4K +80 +10%
LFP
4462
Leeward Financial Partners
Washington
$226K -$1.78K -7 -0.8%
BWG
4463
Beta Wealth Group
California
$226K +$255 +1 +0.1%
BFA
4464
Brown Financial Advisory
Alabama
$225K +$234K +918 New
UFF
4465
USA Financial Formulas
Michigan
$225K +$234K +918 New
DC
4466
Diametric Capital
Massachusetts
$225K -$609K -2,387 -72%
ACM
4467
Aurdan Capital Management
Pennsylvania
$224K -$61.2K -240 -21%
AAM
4468
Ameraudi Asset Management
New York
$224K – – –
DK
4469
David Kennon
Florida
$223K – – –
AC
4470
Attessa Capital
Arizona
$223K – – –
HCRE
4471
Hoya Capital Real Estate
Connecticut
$223K – – –
KRW
4472
Kaufman Rossin Wealth
Florida
$223K +$232K +909 New
VPWA
4473
Vestia Personal Wealth Advisors
Indiana
$223K -$64.8K -254 -22%
AFG
4474
Altiora Financial Group
Ohio
$223K – – –
HSWS
4475
Higgins & Schmidt Wealth Strategies
Colorado
$222K +$510 +2 +0.2%
177 178
179
180 181