We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2051
Holistic Financial Partners
Indiana
$2.64M +$123K +811 +6%
AWM
2052
Aberdeen Wealth Management
Illinois
$2.63M -$37.1K -245 -2%
LWM
2053
Laidlaw Wealth Management
New York
$2.62M -$686K -4,524 -23%
CCG
2054
Chatham Capital Group
Georgia
$2.62M – – –
CFP
2055
Catalyst Financial Partners
Massachusetts
$2.62M +$20.8K +137 +0.9%
HIC
2056
Hartline Investment Corp
Illinois
$2.61M +$68.5K +452 +3%
WP
2057
WMS Partners
Maryland
$2.6M -$554K -3,659 -19%
EWA
2058
Etesian Wealth Advisors
Oregon
$2.6M -$11.5K -76 -0.5%
PFM
2059
Phillips Financial Management
Indiana
$2.6M -$17.4K -115 -0.7%
MYIA
2060
Mount Yale Investment Advisors
Colorado
$2.6M -$7.02M -46,329 -75%
REMPR
2061
Roof Eidam Maycock Peralta (REMP)
California
$2.6M – – –
AW
2062
Alaethes Wealth
Nevada
$2.6M -$7.88K -52 -0.3%
MCM
2063
Manchester Capital Management
Vermont
$2.59M +$13.2K +87 +0.6%
SWA
2064
SFMG Wealth Advisors
Texas
$2.59M +$35.9K +237 +2%
LIA
2065
LS Investment Advisors
Michigan
$2.58M +$20.3K +134 +0.9%
SWM
2066
Segment Wealth Management
Texas
$2.58M +$246K +1,624 +12%
LMIM
2067
Lockheed Martin Investment Management
Maryland
$2.58M -$9.7M -64,020 -79%
BCM
2068
Birmingham Capital Management
Alabama
$2.58M -$83.3K -550 -4%
LCG
2069
Lynx Capital Group
Ohio
$2.57M +$2.29M +15,130 New
TAM
2070
Titleist Asset Management
Texas
$2.57M +$28.9K +191 +1%
BCA
2071
Bay Colony Advisors
Massachusetts
$2.57M +$89.1K +588 +4%
NCM
2072
Next Capital Management
New York
$2.57M +$45.2K +298 +2%
DFA
2073
Delta Financial Advisors
Louisiana
$2.57M +$28.2K +186 +1%
FDS
2074
First Dallas Securities
Texas
$2.57M +$1.08M +7,124 +89%
BFW
2075
Brady Family Wealth
Missouri
$2.57M +$33.5K +221 +1%
81 82
83
84 85