We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
4676
Financial Gravity Companies
Texas
$106K +$93.1K +365 New
KG
4677
Kilter Group
New York
$99.2K +$87.3K +342 New
CWM
4678
Copia Wealth Management
Oregon
$98.9K +$1.79K +7 +2%
BFS
4679
Bare Financial Services
Pennsylvania
$96K +$27.1K +106 +47%
RF
4680
Robbins Farley
New Hampshire
$93.6K -$5.87K -23 -7%
RWS
4681
Retirement Wealth Solutions
Wisconsin
$90.8K – – –
SFCL
4682
Strengthening Families & Communities LLC
Massachusetts
$90.7K -$18.6K -73 -19%
KPP
4683
Kings Path Partners
Texas
$90.2K – – –
ACM
4684
Anfield Capital Management
California
$88.1K +$1.53K +6 +2%
MC
4685
Montag & Caldwell
Georgia
$87K – – –
TIAAOA
4686
Teachers Insurance & Annuity Association of America
New York
$87K +$76.6K +300 New
HHGA
4687
Halbert Hargrove Global Advisors
California
$84.9K -$6.63K -26 -8%
MIM
4688
Meridiem Investment Management
United Kingdom
$81.2K – – –
TVWM
4689
Tower View Wealth Management
Wisconsin
$80.9K +$510 +2 +0.7%
CI
4690
Clal Insurance
Israel
$77K -$13.3K -52 -16%
EWM
4691
Evolution Wealth Management
Florida
$76.8K +$67.6K +265 New
CAWM
4692
Capital A Wealth Management
Pennsylvania
$75.2K +$41.9K +164 +59%
PA
4693
Pineridge Advisors
Missouri
$71.4K +$2.81K +11 +5%
APW
4694
Atlantic Private Wealth
North Carolina
$70K +$10.7K +42 +21%
VWWMG
4695
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K – – –
DCM
4696
Disciplina Capital Management
Tennessee
$67.8K -$4.59K -18 -7%
RWA
4697
Redmont Wealth Advisors
Illinois
$66.1K +$40.6K +159 +230%
SHM
4698
Sagard Holdings Management
Ontario, Canada
$64.4K +$56.7K +222 New
CMA
4699
Cedar Mountain Advisors
Oregon
$63.2K – – –
CAM
4700
Clarity Asset Management
Iowa
$62.9K +$25.8K +101 +87%
186 187
188
189 190