We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
4701
Glass Jacobson Investment Advisors
Maryland
$316K – – –
AC
4702
AIFG Consultants
New York
$315K -$58.8K -190 -16%
RI
4703
Rinkey Investments
California
$315K – – –
FFW
4704
Fusion Family Wealth
New York
$314K +$310 +1 +0.1%
IWB
4705
Innovative Wealth Building
Maryland
$314K +$1.55K +5 +0.5%
NA
4706
Nautilus Advisors
California
$313K -$38.1K -123 -11%
SIM
4707
Synergy Investment Management
Florida
$313K +$70.9K +229 +31%
KFG
4708
Kropog Financial Group
Louisiana
$313K +$1.55K +5 +0.5%
WI
4709
Westbourne Investments
Virginia
$313K +$4.95K +16 +2%
CIC
4710
Chase Investment Counsel
Virginia
$312K -$3.71K -12 -1%
EFN
4711
Equita Financial Network
Pennsylvania
$311K +$23.2K +75 +8%
AAM
4712
Auxier Asset Management
Oregon
$311K -$46.4K -150 -13%
WIP
4713
WealthCare Investment Partners
Rhode Island
$311K +$16.4K +53 +6%
OFG
4714
Opulen Financial Group
Virginia
$310K +$22.6K +73 +8%
PWA
4715
Prairie Wealth Advisors
Nebraska
$309K -$297K -960 Closed
LWM
4716
Laidlaw Wealth Management
New York
$309K -$287K -927 -49%
RIAS
4717
Rachor Investment Advisory Services
Michigan
$309K +$297K +958 New
UFA
4718
Uptown Financial Advisors
Texas
$309K -$155K -500 -34%
HSWS
4719
Higgins & Schmidt Wealth Strategies
Colorado
$309K +$9.91K +32 +3%
UW
4720
Unique Wealth
Florida
$309K +$22K +71 +8%
MIM
4721
Morningstar Investment Management
Illinois
$308K -$19.5M -63,037 -99%
CCM
4722
Check Capital Management
California
$308K +$310 +1 +0.1%
AAM
4723
Austin Asset Management
Texas
$308K -$22.6K -73 -7%
FIT
4724
Financially in Tune
Massachusetts
$307K +$295K +954 New
RPCA
4725
Running Point Capital Advisors
California
$307K +$48.9K +158 +20%
187 188
189
190 191