We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
2151
Physicians Financial Services
North Carolina
$780K +$42.7K +450 +6%
PFC
2152
Phocas Financial Corp
California
$778K -$31.1K -328 -4%
MWM
2153
Maltin Wealth Management
New Jersey
$777K +$56.7K +598 +8%
WDL
2154
Well Done LLC
Michigan
$776K -$3.23K -34 -0.4%
CNBT
2155
Cornerstone National Bank & Trust
Illinois
$767K +$796K +8,391 +105%
AFS
2156
Axiom Financial Strategies
Indiana
$766K +$46K +485 +6%
AWA
2157
Arkadios Wealth Advisors
Georgia
$764K +$138K +1,452 +23%
BRM
2158
Boston Research & Management
Massachusetts
$764K – – –
MAM
2159
Mastrapasqua Asset Management
Tennessee
$762K +$47.4K +500 +7%
CG
2160
CFO4Life Group
Texas
$759K +$13.9K +147 +2%
ACM
2161
Ayrshire Capital Management
Connecticut
$759K +$317K +3,341 +71%
FWM
2162
Focused Wealth Management
New York
$757K +$126K +1,329 +20%
ACM
2163
Armbruster Capital Management
New York
$755K +$16.4K +173 +2%
AP
2164
Atwood & Palmer
Missouri
$754K – – –
MSS
2165
Mitchell Sinkler & Starr
Pennsylvania
$754K – – –
TCB
2166
Texas Capital Bancshares
Texas
$754K – – –
SCP
2167
Silverleafe Capital Partners
Tennessee
$753K – – –
GCM
2168
GoodHaven Capital Management
New Jersey
$752K – – –
HFS
2169
Howard Financial Services
Texas
$750K +$31.5K +332 +4%
BFO
2170
Biltmore Family Office
North Carolina
$749K -$62.4K -658 -8%
WAG
2171
Winthrop Advisory Group
Massachusetts
$748K -$37.8K -398 -5%
PIA
2172
Pinion Investment Advisors
Kansas
$746K +$66.3K +699 +10%
PIA
2173
Perennial Investment Advisors
California
$742K -$54K -569 -7%
IIM
2174
Ironwood Investment Management
Massachusetts
$738K -$23.7K -250 -3%
GPA
2175
Garrison Point Advisors
California
$738K +$949 +10 +0.1%
85 86
87
88 89