We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFC
4776
Safe Harbor Family Capital
North Carolina
$281K +$270K +873 New
BFP
4777
Briaud Financial Planning
Texas
$281K +$38.4K +124 +17%
GCM
4778
Generation Capital Management
New York
$281K +$61.9K +200 +30%
BF
4779
Bonfire Financial
Colorado
$279K +$5.88K +19 +2%
LAM
4780
Lummis Asset Management
Texas
$279K +$2.17K +7 +0.8%
LFA
4781
Legend Financial Advisors
Pennsylvania
$278K – – –
FW
4782
Fairway Wealth
Ohio
$278K +$13.6K +44 +5%
GVCM
4783
Global View Capital Management
Wisconsin
$277K -$619 -2 -0.2%
BFS
4784
Beacon Financial Strategies
North Carolina
$277K – – –
TWM
4785
TSA Wealth Management
Texas
$276K +$48.3K +156 +22%
AW
4786
Avion Wealth
Texas
$275K -$87.3K -282 -25%
OFS
4787
Opus Financial Solutions
Illinois
$275K +$264K +852 New
PFC
4788
Phocas Financial Corp
California
$274K – – –
HAFS
4789
Hapanowicz & Associates Financial Services
Pennsylvania
$274K – – –
CAAM
4790
Cornerstone Advisors Asset Management
Pennsylvania
$274K +$263K +850 New
FA
4791
Fortis Advisors
Pennsylvania
$274K – – –
BWA
4792
BlueChip Wealth Advisors
Georgia
$273K -$52.9K -171 -17%
PC
4793
Parrish Capital
Georgia
$273K +$263K +848 New
BCWM
4794
Ball & Co Wealth Management
Tennessee
$273K +$1.24K +4 +0.5%
NJBEST
4795
New Jersey Better Educational Savings Trust
New Jersey
$273K – – –
LWA
4796
Lifelong Wealth Advisors
Minnesota
$273K +$2.79K +9 +1%
SWM
4797
Stonebridge Wealth Management
Illinois
$273K -$38.7K -125 -13%
AI
4798
Auour Investments
Massachusetts
$272K – – –
PA
4799
ProCore Advisors
California
$271K +$260K +841 New
BFA
4800
Ballast Financial Advisors
Pennsylvania
$271K +$260K +840 New
190 191
192
193 194