We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2776
Financial Advisors
Massachusetts
$377K -$84.2K -521 -19%
PHAM
2777
Palisades Hudson Asset Management
Florida
$377K – – –
OA
2778
Operose Advisors
Wisconsin
$376K +$323K +1,997 +853%
WHCI
2779
W.H. Cornerstone Investments
Massachusetts
$376K +$113K +698 +46%
GAM
2780
GEM Asset Management
Michigan
$376K – – –
TCBWMS
2781
Texas Capital Bank Wealth Management Services
Texas
$376K -$5.17K -32 -1%
SFA
2782
Source Financial Advisors
New York
$376K +$19.7K +122 +6%
FFG
2783
Frisch Financial Group
New York
$374K -$44.4K -275 -11%
WBG
2784
Wharton Business Group
Pennsylvania
$374K – – –
PFWA
2785
Paces Ferry Wealth Advisors
Georgia
$373K +$1.13K +7 +0.3%
E
2786
ETFidea
New York
$373K +$14.5K +90 +4%
MF
2787
Meridian Financial
Massachusetts
$373K – – –
RW
2788
Rede Wealth
Virginia
$371K -$143K -887 -29%
SWIG
2789
Strategic Wealth Investment Group
Kentucky
$370K +$26.2K +162 +8%
SWP
2790
ShoreHaven Wealth Partners
New Jersey
$369K +$1.29K +8 +0.4%
NFG
2791
Nadler Financial Group
Illinois
$369K +$1.13K +7 +0.3%
KBFS
2792
Kohmann Bosshard Financial Services
Ohio
$368K -$9.53K -59 -3%
WOSD
2793
WFA of San Diego
California
$367K -$40.4K -250 -10%
BCG
2794
Breakwater Capital Group
New Jersey
$367K +$129K +799 +46%
DTL
2795
Dynamic Technology Lab
Singapore
$366K -$1.61M -9,944 -82%
WPW
2796
Watershed Private Wealth
Illinois
$365K +$323 +2 +0.1%
CFSG
2797
Community Financial Services Group
Vermont
$365K +$350K +2,166 New
GA
2798
Geller Advisors
New York
$365K +$8.08K +50 +2%
KIC
2799
Kensington Investment Counsel
California
$365K +$41.8K +259 +14%
EDRIA
2800
Edmonds Duncan Registered Investment Advisors
Kansas
$364K – – –
110 111
112
113 114