We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
2676
Capital Insight Partners
Arizona
$293K -$42.2K -255 -11%
CSIA
2677
Carl Stuart Investment Advisor
Texas
$293K – – –
CA
2678
Claar Advisors
New York
$293K +$335K +2,025 New
MWM
2679
MinichMacGregor Wealth Management
New York
$291K +$333K +2,014 New
TFF
2680
The Family Firm
Maryland
$290K -$18.3K -111 -5%
PIMG
2681
Patriot Investment Management Group
Tennessee
$290K -$16.2K -98 -5%
TWM
2682
Triton Wealth Management
Arizona
$290K -$7.6K -46 -2%
SJL
2683
Shayne & Jacobs LLC
Tennessee
$290K – – –
SPWM
2684
Straight Path Wealth Management
Michigan
$290K – – –
BWM
2685
BigSur Wealth Management
Florida
$290K +$331K +2,000 New
LHEI
2686
Leo H. Evart Inc
California
$289K – – –
MCC
2687
Malaga Cove Capital
California
$289K – – –
TP
2688
Tranquility Partners
Tennessee
$289K +$1.49K +9 +0.5%
WH
2689
Willner & Heller
California
$289K +$2.15K +13 +0.7%
GA
2690
Geller Advisors
New York
$286K +$7.93K +48 +2%
NERM
2691
New England Research & Management
Illinois
$286K +$326K +1,975 New
HIC
2692
Hartline Investment Corp
Illinois
$285K -$4.13K -25 -0.7%
JWS
2693
Juncture Wealth Strategies
Arizona
$285K +$325K +1,966 New
BAM
2694
Blueshift Asset Management
New Jersey
$283K +$323K +1,957 New
SFG
2695
Sunburst Financial Group
Alabama
$282K -$5.12K -31 -2%
AA
2696
Aufman Associates
Pennsylvania
$282K +$1.98K +12 +0.6%
Vanguard Capital Wealth Advisors
2697
Vanguard Capital Wealth Advisors
Colorado
$282K +$34.9K +211 +12%
MAM
2698
MMA Asset Management
Pennsylvania
$280K – – –
SBF
2699
Sara-Bay Financial
Florida
$280K – – –
FSG
2700
Financial Strategies Group
Michigan
$280K +$3.8K +23 +1%