We are live on ! Find out more
JPM icon

JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
2401
Carolinas Wealth Consulting
North Carolina
$936K +$57.9K +467 +6%
WAL
2402
W Advisors LLC
Tennessee
$935K +$6.44K +52 +0.6%
MSCM
2403
McElhenny Sheffield Capital Management
Texas
$931K
KWM
2404
KerberRose Wealth Management
Wisconsin
$931K +$1.02M +8,265 New
SAM
2405
SignalPoint Asset Management
Missouri
$930K +$44.7K +361 +5%
ACM
2406
Ayrshire Capital Management
Connecticut
$929K -$96.6K -780 -9%
EM
2407
ELCO Management
New York
$924K -$10K -81 -1%
BIA
2408
Bigelow Investment Advisors
Maine
$924K +$99.5K +803 +11%
PFC
2409
Phocas Financial Corp
California
$923K -$225K -1,815 -18%
LB
2410
Legacy Bridge
Iowa
$923K
KTA
2411
Keeley-Teton Advisors
Illinois
$923K +$11.3K +91 +1%
SFWA
2412
Summit Financial Wealth Advisors
Louisiana
$923K +$65.7K +530 +7%
LWM
2413
Lionsbridge Wealth Management
Florida
$922K -$62.8K -507 -6%
CPA
2414
Cardiff Park Advisors
California
$922K +$35.3K +285 +4%
Members Trust
2415
Members Trust
Florida
$921K -$9.29K -75 -0.9%
SQA
2416
Simon Quick Advisors
New Jersey
$918K +$249K +2,011 +34%
BFG
2417
Bouchey Financial Group
New York
$916K +$248 +2 +0%
BPGAM
2418
BTG Pactual Global Asset Management
Bermuda
$915K +$1.01M +8,127 New
TT
2419
TI-Trust
Illinois
$914K -$24.8K -200 -2%
AA
2420
Alesco Advisors
New York
$914K +$191K +1,542 +23%
HWMA
2421
Heritage Wealth Management (Arizona)
Arizona
$911K -$416K -3,361 -29%
WMA
2422
Wealth Management Associates
New Jersey
$911K -$61.1K -493 -6%
FFS
2423
Founders Financial Securities
Maryland
$910K +$65.8K +531 +7%
NERM
2424
New England Research & Management
Illinois
$908K
LF
2425
LifeSteps Financial
California
$907K -$69.9K -564 -7%