We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
WSA
2601
Warm Springs Advisors
California
$643K +$35.5K +229 +6%
CA
2602
Crumly & Associates
Illinois
$641K +$101K +650 +19%
CWA
2603
Clarity Wealth Advisors
California
$639K -$8.21K -53 -1%
SIC
2604
SJS Investment Consulting
Ohio
$639K +$521K +3,362 +445%
SCP
2605
Sivia Capital Partners
California
$639K +$264K +1,706 +71%
AFG
2606
Altiora Financial Group
Ohio
$639K -$465 -3 -0.1%
SIG Brokerage
2607
SIG Brokerage
New York
$639K +$637K +4,112 New
PAS
2608
Professional Advisory Services
Florida
$637K – – –
EA
2609
Eclectic Associates
California
$636K +$46.9K +303 +8%
FWTB
2610
First Western Trust Bank
Colorado
$635K -$53K -342 -8%
Algert Global
2611
Algert Global
California
$635K +$231K +1,490 +57%
UWS
2612
Unique Wealth Strategies
Illinois
$635K +$633K +4,090 New
LWM
2613
LJI Wealth Management
Indiana
$634K – – –
TWP
2614
Tempus Wealth Planning
California
$633K -$110K -713 -15%
BFG
2615
Berger Financial Group
Minnesota
$633K +$14.7K +95 +2%
FA
2616
Fountainhead AM
New Jersey
$633K +$14.6K +94 +2%
RSF
2617
Rik Saylor Financial
Ohio
$631K +$310 +2 +0%
SFG
2618
Shum Financial Group
California
$630K +$629K +4,060 New
RLIM
2619
Red Lighthouse Investment Management
New York
$630K +$2.94K +19 +0.5%
BIA
2620
Barry Investment Advisors
Massachusetts
$628K +$4.18K +27 +0.7%
LWMM
2621
Legacy Wealth Management (Mississippi)
Mississippi
$628K -$30.4K -196 -5%
FCC
2622
Flower City Capital
New York
$628K +$626K +4,044 New
AWM
2623
Aberdeen Wealth Management
Illinois
$628K – – –
SAW
2624
Signal Advisors Wealth
Michigan
$628K -$374K -2,414 -37%
CIC
2625
Chase Investment Counsel
Virginia
$627K +$124K +798 +25%