We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
4726
Team Financial Group
California
$46.6K +$8.03K +27 +22%
MBFW
4727
Morton Brown Family Wealth
Pennsylvania
$42.9K -$8.03K -27 -17%
PMIM
4728
Prudent Man Investment Management
Colorado
$42.7K – – –
BIM
4729
Breakwater Investment Management
Washington
$41.3K +$1.19K +4 +3%
HWM
4730
Horizons Wealth Management
North Carolina
$39.4K -$17.8K -60 -32%
CIR
4731
Clear Investment Research
Georgia
$38.8K -$4.16K -14 -10%
RPA
4732
Redwood Park Advisors
California
$38K – – –
MAFA
4733
MJT & Associates Financial Advisory
Minnesota
$36K -$595 -2 -2%
MAS
4734
MPWM Advisory Solutions
Georgia
$35K – – –
TPBG
4735
Turning Point Benefit Group
Maryland
$34.8K +$33.3K +112 New
FLFS
4736
Family Legacy Financial Solutions
North Carolina
$32.8K +$14.9K +50 +93%
1L
4737
10Elms LLP
Oklahoma
$31.5K – – –
MHIP
4738
Mountain Hill Investment Partners
New Jersey
$31.5K +$29.7K +100 New
GAG
4739
Goodman Advisory Group
Massachusetts
$29.3K – – –
HAP
4740
Harbor Asset Planning
Massachusetts
$28.7K – – –
ATC
4741
Advantage Trust Company
Kansas
$28.4K – – –
WW
4742
Winnow Wealth
Texas
$28.1K -$122K -411 -82%
HIA
4743
HFM Investment Advisors
New Jersey
$27.4K – – –
FG
4744
Fairman Group
Pennsylvania
$24.5K – – –
PIS
4745
POM Investment Strategies
North Carolina
$24K +$15.5K +52 +217%
AIP
4746
Alexis Investment Partners
Texas
$22.4K +$21.1K +71 New
JFG
4747
JDM Financial Group
Texas
$20.5K – – –
CFS
4748
Compass Financial Services
Iowa
$17.3K +$16.4K +55 New
PS
4749
PayPay Securities
Japan
$17K +$2.08K +7 +15%
CWM
4750
Cedar Wealth Management
California
$16.1K – – –
188 189
190
191 192