We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
4601
O'Donnell Financial Services
California
$219K +$206K +694 New
FWWM
4602
Fiscal Wisdom Wealth Management
Connecticut
$219K +$221K +744 New
BWG
4603
Beta Wealth Group
California
$217K -$892 -3 -0.4%
SWM
4604
SK Wealth Management
Rhode Island
$217K -$15.8K -53 -7%
FHWM
4605
Fox Hill Wealth Management
Massachusetts
$217K +$205K +688 New
RW
4606
REDW Wealth
New Mexico
$217K -$10.7K -36 -5%
CIM
4607
Confluence Investment Management
Missouri
$216K -$11.9K -40 -6%
TF
4608
TME Financial
California
$216K -$15.8K -53 -7%
PWA
4609
Primoris Wealth Advisors
Florida
$215K +$203K +683 New
GF
4610
Goodman Financial
Texas
$215K +$203K +683 New
BIS
4611
BG Investment Services
Guam
$215K +$203K +682 New
AFWM
4612
Abich Financial Wealth Management
Virginia
$214K +$202K +678 New
SIA
4613
Spectrum Investment Advisors
Wisconsin
$213K +$201K +676 New
ACM
4614
Andina Capital Management
Utah
$213K -$51.5K -173 -20%
SP
4615
Sequent Planning
Nebraska
$213K -$43.1K -145 -18%
TBC
4616
Ted Buchan & Co
California
$213K +$201K +675 New
B
4617
BetterWealth
California
$213K +$201K +675 New
GWM
4618
Greenhouse Wealth Management
Connecticut
$213K +$201K +675 New
BC
4619
Brio Consultants
California
$212K +$200K +673 New
TR
4620
Tepp RIA
New Jersey
$212K +$200K +672 New
GCM
4621
Generation Capital Management
New York
$212K +$200K +671 New
GWMI
4622
Guardian Wealth Management (Illinois)
Illinois
$212K +$200K +671 New
SFP
4623
Strategic Financial Partners
Oregon
$211K +$199K +668 New
CCM
4624
Carderock Capital Management
Maryland
$211K +$20.2K +68 +11%
KRW
4625
Kaufman Rossin Wealth
Florida
$210K -$96.1K -323 -33%
183 184
185
186 187