We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
2126
Anson Funds Management
Texas
$1.27M +$1.12M +10,000 New
BSCM
2127
Berry Street Capital Management
United Kingdom
$1.27M +$1.12M +10,000 New
LWM
2128
Lionsbridge Wealth Management
Florida
$1.27M +$33.4K +299 +3%
WAG
2129
Winthrop Advisory Group
Massachusetts
$1.26M +$102K +915 +10%
FBT
2130
First Bank & Trust
South Dakota
$1.26M +$526K +4,710 +90%
RPSA
2131
Richard P. Slaughter Associates
Texas
$1.26M +$25.4K +227 +2%
ER
2132
Enlightenment Research
Florida
$1.26M +$481K +4,300 +77%
PPP
2133
Private Portfolio Partners
New Jersey
$1.25M -$38K -340 -3%
MAWCM
2134
Mine & Arao Wealth Creation & Management
California
$1.25M +$5.03K +45 +0.5%
JF
2135
JSF Financial
California
$1.25M +$5.37K +48 +0.5%
W
2136
Wealthquest
Ohio
$1.25M +$41.9K +375 +4%
BCA
2137
Bay Colony Advisors
Massachusetts
$1.24M +$13.2K +118 +1%
IIM
2138
InTrack Investment Management
Vermont
$1.24M +$1.09M +9,772 New
BHBT
2139
Burke & Herbert Bank & Trust
Virginia
$1.24M -$161K -1,443 -13%
Kayne Anderson Rudnick Investment Management
2140
Kayne Anderson Rudnick Investment Management
California
$1.23M -$21.1K -189 -2%
MWM
2141
Minot Wealth Management
Massachusetts
$1.23M +$375K +3,354 +53%
TAM
2142
Trillium Asset Management
Massachusetts
$1.23M -$31.6K -283 -3%
CG
2143
Clarus Group
Texas
$1.23M +$972K +8,697 New
IUHSA
2144
Itau Unibanco Holding S.A.
Brazil
$1.23M +$233K +2,082 +27%
BHTS
2145
Bar Harbor Trust Services
Maine
$1.22M +$20.9K +187 +2%
BFA
2146
Beacon Financial Advisory
Ohio
$1.22M +$168K +1,501 +18%
NISOA
2147
National Investment Services of America
Wisconsin
$1.22M -$553K -4,946 -34%
TIA
2148
Trust Investment Advisors
Indiana
$1.22M +$9.5K +85 +0.9%
CG
2149
CFO4Life Group
Texas
$1.22M +$30.2K +270 +3%
TCWM
2150
Total Clarity Wealth Management
Illinois
$1.22M -$4.92K -44 -0.5%