We are live on ! Find out more
JPM icon

JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2401
Thomas Story & Son
Indiana
$541K – – –
BZWA
2402
Blue Zone Wealth Advisors
California
$539K +$496K +3,866 New
SC
2403
Solstein Capital
California
$538K +$495K +3,859 New
OMIC
2404
Old Mission Investment Co
Michigan
$537K +$48.4K +377 +11%
PWSG
2405
Pacific Wealth Strategies Group
California
$536K – – –
ISWM
2406
Independent Solutions Wealth Management
New York
$534K +$492K +3,834 New
ARMC
2407
American Research & Management Company
Massachusetts
$532K -$7.57K -59 -2%
B
2408
Bridgeworth
Alabama
$531K -$75.9K -592 -13%
RGIA
2409
Rainier Group Investment Advisory
Washington
$530K -$35K -273 -7%
CCM
2410
Carlson Capital Management
Minnesota
$530K +$29K +226 +6%
BCM
2411
Bayesian Capital Management
New York
$530K +$487K +3,800 New
BFA
2412
Beacon Financial Advisory
Ohio
$530K +$489K +3,809 New
FWM
2413
Filbrandt Wealth Management
Wisconsin
$530K +$489K +3,809 New
QCMC
2414
Quantum Capital Management (California)
California
$524K -$48K -374 -9%
CIA
2415
Cascade Investment Advisors
Oregon
$522K -$105K -816 -18%
PLFAM
2416
Pineno Levin & Ford Asset Management
Virginia
$522K – – –
ACWM
2417
Adams Chetwood Wealth Management
North Carolina
$520K +$478K +3,730 New
IRC
2418
Investors Research Corp
Georgia
$519K – – –
BJ
2419
Brouwer & Janachowski
California
$517K -$7.95K -62 -2%
PCM
2420
Princeton Capital Management
New Jersey
$516K +$64.1K +500 +15%
TF
2421
Trek Financial
Arizona
$515K +$14.7K +115 +3%
WA
2422
Winfield Associates
Ohio
$513K +$69.3K +540 +17%
DWA
2423
Dougherty Wealth Advisers
Minnesota
$512K – – –
CA
2424
Crewe Advisors
Utah
$511K +$641 +5 +0.1%
MFW
2425
Mosaic Family Wealth
Missouri
$511K +$16K +125 +4%
95 96
97
98 99