We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
4776
Generation Capital Management
New York
$256K – – –
CDWM
4777
Campbell Deegan Wealth Management
Virginia
$256K +$10.6K +35 +4%
MPIA
4778
Milestones Private Investment Advisors
New York
$255K -$596K -1,963 -69%
MA
4779
Macro Advisors
Pennsylvania
$255K +$263K +867 New
BWM
4780
Brickley Wealth Management
California
$254K -$46.4K -153 -15%
LAM
4781
Lummis Asset Management
Texas
$254K – – –
LFA
4782
Legend Financial Advisors
Pennsylvania
$254K – – –
N
4783
Numerai
California
$254K +$262K +862 New
SWM
4784
StoneCrest Wealth Management
Arizona
$253K -$37.6K -124 -13%
PCWA
4785
Pacific Capital Wealth Advisors
California
$253K +$27.3K +90 +12%
GHI
4786
Gross & Hartman Investments
Pennsylvania
$253K -$6.07K -20 -2%
BFS
4787
Beacon Financial Strategies
North Carolina
$253K – – –
LWA
4788
Lifelong Wealth Advisors
Minnesota
$252K +$3.34K +11 +1%
LWM
4789
Luminvest Wealth Management
Arizona
$252K +$8.8K +29 +4%
FLP
4790
Financial Life Planners
Arizona
$251K -$17.3K -57 -6%
SHFC
4791
Safe Harbor Family Capital
North Carolina
$251K -$6.37K -21 -2%
OFS
4792
Opus Financial Solutions
Illinois
$251K – – –
MWM
4793
Mascagni Wealth Management
Mississippi
$251K +$259K +852 New
KAS
4794
Kemnay Advisory Services
New York
$250K -$63.7K -210 -20%
PFC
4795
Phocas Financial Corp
California
$250K – – –
SAS
4796
Stelac Advisory Services
New York
$250K +$79.2K +261 +44%
MTC
4797
McDaniel Terry & Co
Texas
$250K +$258K +850 New
BCWM
4798
Ball & Co Wealth Management
Tennessee
$250K +$1.21K +4 +0.5%
BWG
4799
Beta Wealth Group
California
$250K +$48.3K +159 +23%
SWM
4800
Schwallier Wealth Management
Michigan
$250K – – –
190 191
192
193 194