We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
Close Asset Management
United Kingdom
$3.85M -$706K -5,575 -16%
DLG
1502
Daniel L. Goodwin
$3.83M – – –
PSB
1503
Piscataqua Savings Bank
New Hampshire
$3.83M -$13.1K -103 -0.4%
AWMT
1504
AAFMAA Wealth Management & Trust
North Carolina
$3.83M -$34.7K -274 -1%
FWM
1505
Fairhaven Wealth Management
Illinois
$3.81M +$135K +1,068 +4%
SIAG
1506
Signet Investment Advisory Group
Rhode Island
$3.81M +$39.5K +312 +1%
AWE
1507
Avidian Wealth Enterprises
Texas
$3.81M +$962K +7,594 +36%
JWCA
1508
J.W. Coons Advisors
Ohio
$3.81M +$360K +2,840 +11%
GLA
1509
Good Life Advisors
Pennsylvania
$3.8M +$105K +829 +3%
DCM
1510
Delta Capital Management
New Jersey
$3.79M +$38K +300 +1%
AIM
1511
Athena Investment Management
California
$3.79M +$30.9K +244 +0.9%
OPA
1512
Old Port Advisors
Maine
$3.79M +$82.5K +651 +2%
MGWM
1513
Marks Group Wealth Management
Minnesota
$3.78M +$207K +1,631 +6%
ST
1514
Smithfield Trust
Pennsylvania
$3.78M +$16.7K +132 +0.5%
MPIA
1515
Mountain Pacific Investment Advisers
Idaho
$3.77M -$37K -292 -1%
RSWM
1516
Robertson Stephens Wealth Management
California
$3.76M +$38.4K +303 +1%
YWP
1517
YorkBridge Wealth Partners
New York
$3.76M +$445K +3,512 +14%
UBG
1518
United Bank (Georgia)
Georgia
$3.76M +$760 +6 +0%
RIA
1519
Regal Investment Advisors
Michigan
$3.76M -$154K -1,216 -4%
PCA
1520
Peddock Capital Advisors
Massachusetts
$3.76M -$108K -851 -3%
CAG
1521
Csenge Advisory Group
Florida
$3.76M +$331K +2,614 +10%
AIS
1522
American Investment Services
Massachusetts
$3.76M +$814K +6,423 +30%
LSAG
1523
Lake Street Advisors Group
New Hampshire
$3.75M -$2.03M -15,999 -36%
SFG
1524
StrategIQ Financial Group
Indiana
$3.75M -$7.22K -57 -0.2%
CFCI
1525
Comprehensive Financial Consultants Institutional
Indiana
$3.75M +$131K +1,033 +4%
59 60
61
62 63