We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2926
Wetzel Investment Advisors
Indiana
$363K +$74.5K +494 +27%
WB
2927
West Bancorporation
Iowa
$363K -$370K -2,453 -52%
AWM
2928
AAF Wealth Management
Massachusetts
$363K -$34.1K -226 -9%
DWA
2929
Delap Wealth Advisory
Oregon
$361K +$345K +2,286 New
SP
2930
Sequent Planning
Nebraska
$360K +$345K +2,283 New
BC
2931
Bowman & Company
Wisconsin
$360K – – –
SWP
2932
ShoreHaven Wealth Partners
New Jersey
$359K +$3.62K +24 +1%
MI
2933
Mango Investments
Colorado
$359K – – –
AAP
2934
Arax Advisory Partners
Colorado
$358K +$29K +192 +9%
ODG
2935
O'Dell Group
Ohio
$358K -$5.28K -35 -2%
MAC
2936
Mason & Associates (California)
California
$357K – – –
IAP
2937
Indie Asset Partners
Indiana
$357K +$64K +424 +23%
NIC
2938
Northwest Investment Counselors
Oregon
$357K +$25.8K +171 +8%
MWP
2939
Meridian Wealth Partners
Pennsylvania
$355K +$45.7K +303 +16%
FA
2940
Financial Advisors
Massachusetts
$353K – – –
CFO
2941
Callan Family Office
Pennsylvania
$353K -$226K -1,495 -40%
VP
2942
Verum Partners
North Carolina
$353K +$9.81K +65 +3%
RP
2943
Riverwater Partners
Wisconsin
$352K -$12.8K -85 -4%
GFWA
2944
Grey Fox Wealth Advisors
Delaware
$352K -$26.1K -173 -7%
PHAM
2945
Palisades Hudson Asset Management
Florida
$352K – – –
NFG
2946
Nadler Financial Group
Illinois
$352K +$5.13K +34 +2%
WBG
2947
Wharton Business Group
Pennsylvania
$350K – – –
NCTC
2948
New Covenant Trust Company
Indiana
$350K +$335K +2,218 New
NWM
2949
Northcape Wealth Management
New York
$349K +$30.6K +203 +10%
KFS
2950
Kelly Financial Services
Massachusetts
$349K +$755 +5 +0.2%
116 117
118
119 120