We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
4726
Elevate Wealth Advisory
Georgia
$301K +$4.33K +14 +2%
GAM
4727
GEM Asset Management
Michigan
$301K -$15.8K -51 -5%
FS
4728
Ferguson Shapiro
Georgia
$300K +$1.24K +4 +0.4%
HP
4729
Havemeyer Place
Connecticut
$300K +$288K +930 New
CFP
4730
Curran Financial Partners
South Carolina
$300K -$54.8K -177 -16%
MW
4731
Members Wealth
Pennsylvania
$299K +$310 +1 +0.1%
VW
4732
Veridan Wealth
Oregon
$298K +$1.24K +4 +0.4%
WPWM
4733
Western Pacific Wealth Management
Illinois
$297K -$69.4K -224 -20%
MFG
4734
Midwest Financial Group
Kansas
$297K -$2.17K -7 -0.8%
SMF
4735
Sterling Manor Financial
New York
$297K -$27.2K -88 -9%
SWM
4736
SpringVest Wealth Management
Texas
$297K +$285K +921 New
BWG
4737
Balanced Wealth Group
Ohio
$296K +$1.24K +4 +0.4%
MF
4738
Manuka Financial
Virginia
$296K +$83.6K +270 +42%
CMMS
4739
Comprehensive Money Management Services
Florida
$295K – – –
NWA
4740
Northwest Wealth Advisors
Washington
$295K +$284K +917 New
AC
4741
Avant Capital
Louisiana
$295K -$14.6K -47 -5%
FLP
4742
Financial Life Planners
Arizona
$294K +$1.24K +4 +0.4%
MAA
4743
Mraz Amerine & Associates
California
$294K -$3.1K -10 -1%
UI
4744
Unconventional Investor
New Hampshire
$294K -$1.24K -4 -0.4%
HCRE
4745
Hoya Capital Real Estate
Connecticut
$293K – – –
NCG
4746
Newport Capital Group
New Jersey
$292K +$18.6K +60 +7%
G
4747
Gainplan
Michigan
$291K +$280K +904 New
WFP
4748
Welch Financial Planning
Colorado
$291K +$280K +903 New
AWM
4749
Act Wealth Management
Texas
$291K -$1.55K -5 -0.6%
NLWP
4750
Next Level Wealth Planning
Idaho
$291K -$18.9K -61 -6%
188 189
190
191 192