We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2051
Avestar Capital
New York
$781K -$201K -1,658 -16%
BFO
2052
Biltmore Family Office
North Carolina
$776K -$1.22M -10,021 -54%
RBFC
2053
Roman Butler Fullerton & Co
Missouri
$774K -$114K -941 -10%
PFC
2054
Phocas Financial Corp
California
$774K -$110K -905 -10%
SAM
2055
Sequent Asset Management
Texas
$772K -$7.78K -64 -0.7%
GCA
2056
Genesee Capital Advisors
New York
$770K -$95.7K -788 -8%
PG
2057
Proffitt & Goodson
Tennessee
$769K -$81.2K -668 -7%
HBWM
2058
Hollow Brook Wealth Management
New York
$763K -$1.25M -10,255 -55%
PIA
2059
Perennial Investment Advisors
California
$761K -$43K -354 -4%
AA
2060
Alesco Advisors
New York
$761K +$27.3K +225 +3%
WAG
2061
Winthrop Advisory Group
Massachusetts
$758K +$18.7K +154 +2%
LCM
2062
LVM Capital Management
Michigan
$756K -$1.09K -9 -0.1%
LF
2063
Lantz Financial
Illinois
$755K +$25.3K +208 +3%
SHWM
2064
Silicon Hills Wealth Management
Texas
$754K +$1.02M +8,360 +83,600%
PA
2065
Probity Advisors
Texas
$752K -$23.6K -194 -2%
OAM
2066
Occidental Asset Management
California
$748K +$51.6K +425 +5%
FBFS
2067
First Business Financial Services
Wisconsin
$746K -$13.2K -109 -1%
WDL
2068
Well Done LLC
Michigan
$746K -$850 -7 -0.1%
SWA
2069
SFMG Wealth Advisors
Texas
$745K -$260K -2,140 -21%
MAWCM
2070
Mine & Arao Wealth Creation & Management
California
$743K +$66.8K +550 +7%
ORI
2071
Oak Ridge Investments
Illinois
$742K -$87.1K -717 -8%
HR
2072
Hardy Reed
Mississippi
$741K +$36.1K +297 +4%
LOPW
2073
Live Oak Private Wealth
North Carolina
$741K +$120K +987 +14%
CCB
2074
Cutter & Co Brokerage
Missouri
$740K -$8.51K -70 -0.8%
WC
2075
Waterloo Capital
Texas
$737K +$994K +8,185 New
81 82
83
84 85