We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2251
Copperwynd Financial
Arizona
$753K +$12.2K +95 +2%
DCM
2252
Dimension Capital Management
Florida
$752K -$351K -2,739 -34%
LWP
2253
Legacy Wealth Planning
Nevada
$750K +$690K +5,380 New
MCA
2254
Morris Capital Advisors
Pennsylvania
$747K -$32.2K -251 -4%
BHA
2255
Beech Hill Advisors
New York
$747K – – –
CW
2256
CreativeOne Wealth
Kansas
$746K -$58K -452 -8%
WAS
2257
Winch Advisory Services
Wisconsin
$745K +$35.7K +278 +5%
SAM
2258
Secure Asset Management
Michigan
$743K +$684K +5,332 New
OFS
2259
Oldfather Financial Services
Nebraska
$743K +$710K +5,538 New
AIA
2260
Alera Investment Advisors
Illinois
$742K -$193K -1,508 -22%
ECAM
2261
East Coast Asset Management
Massachusetts
$741K – – –
SFG
2262
SNS Financial Group
Minnesota
$738K -$2.44K -19 -0.4%
IFG
2263
Investors Financial Group
Minnesota
$738K +$679K +5,295 New
CFS
2264
CRA Financial Services
New Jersey
$737K +$641 +5 +0.1%
CMBA
2265
C.M. Bidwell & Associates
Hawaii
$737K +$224K +1,745 +49%
MSU
2266
Mizuho Securities USA
New York
$735K -$1.16M -9,030 -63%
CSPIA
2267
Cary Street Partners Investment Advisory
Virginia
$731K +$673K +5,247 New
KFA
2268
Kelleher Financial Advisors
New York
$730K – – –
PGA
2269
Portland Global Advisors
Maine
$730K – – –
PWM
2270
Paulson Wealth Management
Illinois
$729K -$240K -1,874 -26%
PCMC
2271
Paragon Capital Management (Colorado)
Colorado
$729K -$46.4K -362 -6%
MG
2272
Mather Group
Illinois
$729K +$671K +5,231 New
PAA
2273
Peregrine Asset Advisers
Oregon
$728K -$38.5K -300 -5%
TIM
2274
Tortoise Investment Management
New York
$728K +$2.82K +22 +0.4%
AWMF
2275
Arbor Wealth Management (Florida)
Florida
$728K +$23.6K +184 +4%
89 90
91
92 93