We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
4601
Fortress Financial Group
Minnesota
$382K -$176K -566 -33%
BWG
4602
Balanced Wealth Group
Ohio
$381K +$46.3K +149 +15%
AA
4603
Auctus Advisors
North Carolina
$381K – – –
BPW
4604
BLVD Private Wealth
Kentucky
$381K – – –
HC
4605
Hoese & Co
Minnesota
$381K +$78.6K +253 +28%
FPW
4606
Flagship Private Wealth
Massachusetts
$380K -$8.07K -26 -2%
OPWM
4607
Oregon Pacific Wealth Management
Oregon
$379K – – –
LAM
4608
Lotus Asset Management
Tennessee
$379K +$360K +1,158 New
GSWA
4609
Good Steward Wealth Advisors
Tennessee
$379K -$6.83K -22 -2%
O3W
4610
Omni 360 Wealth
New Jersey
$379K +$311 +1 +0.1%
MFG
4611
MTM Financial Group
Pennsylvania
$379K -$20.8K -67 -5%
HFF
4612
Halter Ferguson Financial
Indiana
$378K – – –
AFWM
4613
Arta Finance Wealth Management
California
$378K +$62.7K +202 +21%
FWA
4614
FOCUS Wealth Advisors
Texas
$377K +$932 +3 +0.3%
FAM
4615
Frontier Asset Management
Wyoming
$377K -$1.55K -5 -0.4%
IWP
4616
IAG Wealth Partners
Wisconsin
$373K -$28.9K -93 -8%
GFG
4617
Grantvest Financial Group
New Jersey
$373K -$23K -74 -6%
OFG
4618
Opulen Financial Group
Virginia
$373K +$47.8K +154 +16%
LSWP
4619
Liberty Square Wealth Partners
Pennsylvania
$372K +$4.04K +13 +1%
IWMO
4620
Integrated Wealth Management (Ohio)
Ohio
$371K -$1.24K -4 -0.4%
AWA
4621
Archvest Wealth Advisors
California
$370K +$93.8K +302 +36%
VPW
4622
Vericrest Private Wealth
Pennsylvania
$370K -$1.02M -3,277 -74%
AL
4623
ADE LLC
Maryland
$370K -$88.5K -285 -20%
WFP
4624
Wrenne Financial Planning
Kentucky
$369K – – –
LPFG
4625
Landing Point Financial Group
Ohio
$368K +$1.24K +4 +0.4%
183 184
185
186 187