We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1701
Arrow Financial
New York
$7.8M -$180K -581 -2%
LT
1702
Legacy Trust
Michigan
$7.79M -$153K -494 -2%
SC
1703
Skylands Capital
Wisconsin
$7.79M -$497K -1,600 -6%
CWMK
1704
Caliber Wealth Management (Kansas)
Kansas
$7.78M -$11.2K -36 -0.2%
UAG
1705
United Advisor Group
Ohio
$7.78M +$234K +753 +3%
CFP
1706
Catalyst Financial Partners
Massachusetts
$7.76M +$326K +1,049 +5%
P
1707
Paradiem
Louisiana
$7.76M -$3.56M -11,458 -33%
IA
1708
Icon Advisers
Colorado
$7.75M – – –
MCP
1709
Martin Capital Partners
Oregon
$7.75M +$71.7K +231 +1%
CRCM
1710
Crystal Rock Capital Management
Illinois
$7.75M – – –
SIA
1711
SGL Investment Advisors
Montana
$7.75M +$142K +457 +2%
HCM
1712
Hudson Capital Management
New Jersey
$7.73M -$64K -206 -0.9%
WAS
1713
Winch Advisory Services
Wisconsin
$7.73M -$107K -343 -1%
MCB
1714
Morton Community Bank
Illinois
$7.72M -$17.1K -55 -0.2%
DIA
1715
Dean Investment Associates
Ohio
$7.71M -$380K -1,223 -5%
BA
1716
Bridgewater Associates
Connecticut
$7.71M +$7.31M +23,548 New
CCWA
1717
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.71M +$859K +2,765 +13%
CPA
1718
Capital Performance Advisors
California
$7.7M -$1.31M -4,232 -15%
SSWM
1719
Sheets Smith Wealth Management
North Carolina
$7.68M -$11.8K -38 -0.2%
RW
1720
Rockport Wealth
Ohio
$7.67M – – –
DIM
1721
DLK Investment Management
California
$7.67M +$2.34M +7,530 +25%
GSB
1722
Greenfield Savings Bank
Massachusetts
$7.66M -$41.9K -135 -0.6%
AO
1723
Advisor OS
Illinois
$7.66M +$29.2K +94 +0.4%
PBC
1724
Pavion Blue Capital
California
$7.65M -$12.4K -40 -0.2%
TLP
1725
Trinity Legacy Partners
Texas
$7.64M -$237K -763 -3%
67 68
69
70 71