We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
4501
Capstone Wealth Management (Alabama)
Alabama
$408K +$11.8K +38 +3%
FPW
4502
Flagship Private Wealth
Massachusetts
$407K -$29.1K -94 -7%
AWA
4503
AmeriServ Wealth Advisors
Pennsylvania
$407K -$29.1K -94 -7%
MSF
4504
Mustard Seed Financial
Arkansas
$407K -$96.9K -313 -20%
HA
4505
Helium Advisors
Washington
$407K -$171K -551 -30%
CH
4506
CDKV Holdings
Colorado
$407K +$391K +1,262 New
MLFP
4507
MPS Loria Financial Planners
Illinois
$407K +$619 +2 +0.2%
CCM
4508
Colorado Capital Management
Colorado
$406K +$5.26K +17 +1%
AAS
4509
AdviceOne Advisory Services
Connecticut
$405K – – –
GC
4510
Gibson Capital
Pennsylvania
$404K -$32.2K -104 -8%
AWA
4511
Alaska Wealth Advisors
Alaska
$404K +$28.5K +92 +8%
KLI
4512
Kelman-Lazarov Inc
Tennessee
$401K +$3.41K +11 +0.9%
GFG
4513
Grantvest Financial Group
New Jersey
$400K +$310 +1 +0.1%
PWS
4514
Precision Wealth Strategies
Missouri
$395K +$15.2K +49 +4%
PRRFG
4515
Paul R. Ried Financial Group
Washington
$395K +$40.2K +130 +12%
HFF
4516
Halter Ferguson Financial
Indiana
$395K +$26.6K +86 +8%
BRIA
4517
Balanced Rock Investment Advisors
Massachusetts
$393K +$378K +1,221 New
BFA
4518
Brown Financial Advisory
Alabama
$393K – – –
SHIM
4519
Stone House Investment Management
Pennsylvania
$392K +$26.6K +86 +8%
LCM
4520
LRT Capital Management
Texas
$391K -$1.58M -5,112 -81%
PSC
4521
Prentiss Smith & Co
Vermont
$391K – – –
NS
4522
Northland Securities
Minnesota
$391K +$376K +1,214 New
VPWA
4523
Vestia Personal Wealth Advisors
Indiana
$391K +$10.5K +34 +3%
NQWM
4524
Northwest Quadrant Wealth Management
Oregon
$391K -$8.05K -26 -2%
KA
4525
Kure Advisory
Minnesota
$391K +$76.8K +248 +26%
179 180
181
182 183