We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2501
Occidental Asset Management
California
$671K -$19.9K -130 -3%
SAMT
2502
Select Asset Management & Trust
Pennsylvania
$669K – – –
GPI
2503
General Partner Inc
Pennsylvania
$668K – – –
GAM
2504
Gemmer Asset Management
California
$668K -$42.7K -279 -6%
SDH
2505
Sloy Dahl & Holst
Washington
$667K +$10.7K +70 +2%
MFWP
2506
Mosaic Family Wealth Partners
Missouri
$666K -$54.3K -355 -7%
SSWM
2507
Sheets Smith Wealth Management
North Carolina
$665K -$8.11K -53 -1%
OL
2508
OneFund LLC
Florida
$664K +$17.9K +117 +3%
NWAG
2509
Net Worth Advisory Group
Utah
$664K -$172K -1,126 -20%
JGIA
2510
Jackson Grant Investment Advisers
Connecticut
$660K -$15K -98 -2%
SA
2511
Sylvest Advisors
Texas
$659K +$697K +4,552 New
C1AG
2512
Client 1st Advisory Group
Florida
$659K +$53.3K +348 +8%
TCM
2513
Thoma Capital Management
Maryland
$659K +$696K +4,546 New
SFG
2514
Sterling Financial Group
California
$658K -$2.45K -16 -0.4%
VCM
2515
Versant Capital Management
Arizona
$657K +$2.75K +18 +0.4%
NPA
2516
Nichols & Pratt Advisers
Massachusetts
$657K -$21.3K -139 -3%
TSW
2517
Three Seasons Wealth
Utah
$657K – – –
FDDB
2518
Fidelity D&D Bancorp
Pennsylvania
$656K +$918 +6 +0.1%
LCM
2519
Lazari Capital Management
California
$653K +$47.8K +312 +7%
BI
2520
Bolthouse Investments
California
$653K +$690K +4,507 New
SFS
2521
Stiles Financial Services
Minnesota
$652K +$23.7K +155 +4%
NFSG
2522
Newbridge Financial Services Group
Florida
$652K +$689K +4,502 New
CWA
2523
CM Wealth Advisors
Ohio
$652K – – –
IA
2524
Inspire Advisors
Idaho
$652K +$51.7K +338 +8%
DWM
2525
Defined Wealth Management
Oregon
$651K +$3.98K +26 +0.6%
99 100
101
102 103