We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
2176
Westwood Management Corporation
Illinois
$887K – – –
OFW
2177
Omnia Family Wealth
Florida
$885K +$177K +1,383 +28%
RTS
2178
Round Table Services
New Jersey
$882K -$113K -882 -12%
PIA
2179
Pinion Investment Advisors
Kansas
$881K +$32.1K +250 +4%
MWM
2180
Merriman Wealth Management
Washington
$880K +$48.7K +380 +6%
CYG
2181
Clean Yield Group
Vermont
$879K -$38.5K -300 -5%
FEG
2182
Financial Enhancement Group
Indiana
$879K +$639K +4,983 +378%
TFF
2183
The Family Firm
Maryland
$878K -$22.4K -175 -3%
RB
2184
Rodgers Brothers
Pennsylvania
$878K -$12.8K -100 -2%
TIA
2185
Traphagen Investment Advisors
New Jersey
$872K +$327K +2,553 +69%
RPWA
2186
Regent Peak Wealth Advisors
Georgia
$870K +$801K +6,245 New
SQA
2187
Simon Quick Advisors
New Jersey
$869K +$193K +1,508 +32%
SFA
2188
Stewardship Financial Advisors
Georgia
$867K +$132K +1,030 +20%
B
2189
Bellecapital
Switzerland
$866K -$81.1K -632 -9%
RW
2190
REDW Wealth
New Mexico
$866K -$42.8K -334 -5%
LFG
2191
LifePlan Financial Group
Ohio
$866K -$9.36K -73 -1%
RFM
2192
Royal Fund Management
Florida
$866K +$41.2K +321 +5%
EWM
2193
Executive Wealth Management
Michigan
$864K -$317K -2,470 -28%
SIM
2194
Sadoff Investment Management
Wisconsin
$859K +$6.41K +50 +0.8%
RWM
2195
Raffa Wealth Management
District of Columbia
$859K – – –
MHIC
2196
Marble Harbor Investment Counsel
Massachusetts
$856K +$250K +1,950 +47%
OBGC
2197
O'Brien Greene & Co
Pennsylvania
$854K -$71.2K -555 -8%
BCA
2198
Berman Capital Advisors
Georgia
$853K +$25K +195 +3%
BOM
2199
Bank of Marin
California
$852K +$784K +6,114 New
FBT
2200
First Bank & Trust
South Dakota
$851K -$133K -1,034 -14%
86 87
88
89 90