We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1751
Sugarloaf Wealth Management
Georgia
$2.23M +$109K +947 +5%
AMG
1752
Advisors Management Group
Wisconsin
$2.22M +$45.7K +398 +2%
GFS
1753
GYL Financial Synergies
Connecticut
$2.22M -$12.9K -112 -0.5%
MWAM
1754
Manhattan West Asset Management
California
$2.21M +$331K +2,884 +16%
MA
1755
MCF Advisors
Kentucky
$2.21M -$22K -192 -0.9%
AW
1756
Alaethes Wealth
Nevada
$2.21M +$74K +645 +3%
CCFM
1757
Clear Creek Financial Management
Washington
$2.2M -$648K -5,646 -21%
TNAM
1758
Terra Nova Asset Management
New York
$2.2M -$7K -61 -0.3%
GWANC
1759
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.2M +$170K +1,482 +8%
FANJ
1760
Financial Architects (New Jersey)
New Jersey
$2.19M +$2.41M +20,994 New
DI
1761
DFPG Investments
Utah
$2.19M +$62.7K +546 +3%
EFSCE
1762
Enterprise Financial Services Corp (EFSC)
Missouri
$2.18M +$14.6K +127 +0.6%
APG
1763
Abacus Planning Group
South Carolina
$2.18M -$56.5K -492 -2%
BFIC
1764
Bedell Frazier Investment Counselling
California
$2.18M +$2.39M +20,866 New
DS
1765
DRW Securities
Illinois
$2.18M -$704K -6,138 -23%
NAMP
1766
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.18M – – –
CIA
1767
Cohen Investment Advisors
New Hampshire
$2.18M +$27.3K +238 +1%
AWE
1768
Avidian Wealth Enterprises
Texas
$2.17M -$162K -1,415 -6%
WWA
1769
WCG Wealth Advisors
Nevada
$2.17M -$230K -2,002 -10%
ST
1770
Sentinel Trust
Texas
$2.17M -$61.7K -538 -3%
CCA
1771
Cobblestone Capital Advisors
New York
$2.17M -$41.2K -359 -2%
SIM
1772
Sentry Investment Management
Wisconsin
$2.17M +$76.9K +670 +3%
SCM
1773
Seascape Capital Management
New Hampshire
$2.17M +$65.3K +569 +3%
BWM
1774
BCGM Wealth Management
Indiana
$2.17M +$101K +884 +5%
BP
1775
BBR Partners
New York
$2.16M -$640K -5,575 -21%
69 70
71
72 73