We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
4526
Precision Wealth Strategies
Missouri
$359K -$1.52K -5 -0.4%
NQWM
4527
Northwest Quadrant Wealth Management
Oregon
$358K +$1.52K +5 +0.4%
PEWA
4528
Pacific Excel Wealth Advisors
California
$358K +$117K +387 +47%
PSC
4529
Prentiss Smith & Co
Vermont
$357K – – –
GFG
4530
Grantvest Financial Group
New Jersey
$357K -$8.5K -28 -2%
JHC
4531
J. Hagan Capital
Kentucky
$356K -$127K -418 -26%
RWFS
4532
Rayburn West Financial Services
Tennessee
$356K – – –
PS
4533
Pinney & Scofield
Massachusetts
$355K – – –
PFO
4534
PMG Family Office
Texas
$355K +$6.37K +21 +2%
VPWA
4535
Vestia Personal Wealth Advisors
Indiana
$354K -$27.6K -91 -7%
RWM
4536
Raffa Wealth Management
District of Columbia
$353K +$2.43K +8 +0.7%
CWA
4537
Cascade Wealth Advisors
Washington
$353K -$17K -56 -5%
W
4538
WorthPointe
California
$352K -$81.6K -269 -18%
OWM
4539
Orgel Wealth Management
Wisconsin
$352K -$23.1K -76 -6%
RRWA
4540
Rainey & Randall Wealth Advisors
Florida
$352K +$303 +1 +0.1%
HA
4541
Hanover Advisors
South Carolina
$352K +$9.41K +31 +3%
TFS
4542
Targeted Financial Services
Florida
$351K +$303 +1 +0.1%
DKCM
4543
Davidson Kahn Capital Management
California
$351K -$71K -234 -16%
HSWM
4544
Hubbell Strickland Wealth Management
Louisiana
$350K +$910 +3 +0.3%
SPAS
4545
Spectrum Planning & Advisory Services
California
$350K +$36.7K +121 +11%
LOIP
4546
Live Oak Investment Partners
Texas
$349K -$67.1K -221 -16%
CCM
4547
Cutler Capital Management
Massachusetts
$349K – – –
FPW
4548
Flagship Private Wealth
Massachusetts
$349K -$23.1K -76 -6%
PCM
4549
Polymer Capital Management
New York
$349K -$189K -624 -34%
RWM
4550
Rialto Wealth Management
New York
$349K +$12.7K +42 +4%
180 181
182
183 184