We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1451
Source Financial Advisors
New York
$4.44M -$783K -5,695 -16%
HCM
1452
Hengehold Capital Management
Ohio
$4.43M +$4.4K +32 +0.1%
MCM
1453
Monarch Capital Management
Indiana
$4.41M -$44.8K -326 -1%
BHWA
1454
Beacon Harbor Wealth Advisors
Virginia
$4.41M +$4.17M +30,322 New
FWM
1455
Fairhaven Wealth Management
Illinois
$4.41M +$4.17M +30,303 New
BFPW
1456
BOK Financial Private Wealth
Colorado
$4.41M -$562K -4,086 -12%
LAM
1457
L2 Asset Management
Massachusetts
$4.41M +$2M +14,520 +93%
MMG
1458
Monetary Management Group
Missouri
$4.4M -$633K -4,600 -13%
WE
1459
Wealth Effects
Massachusetts
$4.39M -$82.4K -599 -2%
MWM
1460
Mission Wealth Management
California
$4.38M +$569K +4,138 +16%
RCA
1461
Resonant Capital Advisors
Wisconsin
$4.37M -$51.6K -375 -1%
AH
1462
Allen Holding
New York
$4.36M – – –
BL
1463
Bleichroeder LP
New York
$4.36M – – –
IBOK
1464
Independence Bank of Kentucky
Kentucky
$4.36M +$357K +2,593 +9%
BCFS
1465
Butensky & Cohen Financial Security
Florida
$4.35M -$115K -836 -3%
CAM
1466
Covenant Asset Management
New Jersey
$4.35M +$53.2K +387 +1%
RA
1467
RFG Advisory
Alabama
$4.35M -$75.5K -549 -2%
CM
1468
Churchill Management
California
$4.34M +$18.3K +133 +0.4%
RFN
1469
RDA Financial Network
Iowa
$4.34M +$575K +4,180 +16%
NWM
1470
NEIRG Wealth Management
Massachusetts
$4.34M -$740K -5,378 -15%
SACTSONJ
1471
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.32M – – –
SWM
1472
Scissortail Wealth Management
Oklahoma
$4.32M +$90.2K +656 +2%
CAG
1473
Csenge Advisory Group
Florida
$4.32M +$95.5K +694 +2%
HI
1474
Hudock Inc
Pennsylvania
$4.31M -$1.1K -8 -0%
9WM
1475
9258 Wealth Management
Ohio
$4.31M +$100K +728 +3%
57 58
59
60 61