We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1751
Lodestone Wealth Management
Washington
$4.55M -$52.4K -249 -1%
SLWA
1752
San Luis Wealth Advisors
California
$4.54M +$104K +496 +2%
AWM
1753
Ameliora Wealth Management
Switzerland
$4.54M -$27.6K -131 -0.6%
FAP
1754
Financial Advisory Partners
Florida
$4.54M +$107K +506 +2%
PRA
1755
Pine Ridge Advisers
New York
$4.53M – – –
MIP
1756
Marietta Investment Partners
Wisconsin
$4.52M +$1.99M +9,442 +79%
RCG
1757
Regatta Capital Group
California
$4.52M +$231K +1,096 +5%
WOC
1758
West Oak Capital
California
$4.51M -$47.4K -225 -1%
CWM
1759
Cornerstone Wealth Management
Missouri
$4.51M -$105K -500 -2%
APG
1760
Abacus Planning Group
South Carolina
$4.5M +$166K +789 +4%
BO
1761
Bank OZK
Arkansas
$4.5M -$67.8K -322 -1%
PB
1762
Pinnacle Bancorp
Nebraska
$4.48M +$1.1M +5,200 +32%
SM
1763
Sweeney & Michel
California
$4.46M -$285K -1,352 -6%
ADIM
1764
Alpha DNA Investment Management
Maryland
$4.46M +$1.78M +8,434 +66%
AMI
1765
Amica Mutual Insurance
Rhode Island
$4.45M -$1.78M -8,458 -29%
GGHC
1766
Gilder Gagnon Howe & Co
New York
$4.45M -$7.79K -37 -0.2%
SWA
1767
SOA Wealth Advisors
New York
$4.45M +$65.5K +311 +1%
V
1768
VeraBank
Texas
$4.44M -$57.5K -273 -1%
HI
1769
Horizon Investments
North Carolina
$4.44M -$147K -696 -3%
SW
1770
StrongBox Wealth
Missouri
$4.44M +$184K +874 +4%
ARC
1771
Advisor Resource Council
Texas
$4.43M +$4.42M +21,000 New
SF
1772
Symphony Financial
Texas
$4.43M +$266K +1,262 +6%
DMKJ
1773
David M. Knott Jr
$4.42M – – –
BHB
1774
Bank Hapoalim BM
Israel
$4.42M -$350K -1,662 -7%
ACS
1775
Archford Capital Strategies
Illinois
$4.41M -$131K -622 -3%
69 70
71
72 73