We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2976
Lugano Financial Advisors SA (LFA)
Switzerland
$72K – – –
APP
2977
Alpha Paradigm Partners
Illinois
$68K -$159K -1,045 -69%
IHWM
2978
Iron Horse Wealth Management
Iowa
$68K -$77.9K -511 -52%
CPFP
2979
Clear Perspectives Financial Planning
Ohio
$67K -$72.1K -473 -50%
CWM
2980
CarsonAllaria Wealth Management
Illinois
$61K +$25.6K +168 +66%
MCM
2981
Magnolia Capital Management
New York
$57K – – –
TCM
2982
Tradewinds Capital Management
Washington
$57K +$4.58K +30 +8%
BSWA
2983
Bromfield Sneider Wealth Advisors
Massachusetts
$56K – – –
CQS
2984
Credential Qtrade Securities
$55.9K +$1.98K +13 +3%
CAL
2985
Capital Advisors Ltd
Ohio
$55K -$1.83K -12 -3%
HIM
2986
Hillsdale Investment Management
Ontario, Canada
$54K +$32K +210 +127%
WWP
2987
WR Wealth Planners
Missouri
$53.3K +$305 +2 +0.5%
DCM
2988
Disciplina Capital Management
Tennessee
$50.3K +$7.01K +46 +15%
CM
2989
Cornerstone Management
Georgia
$49.4K – – –
CDIA
2990
Capital Directions Investment Advisors
Georgia
$49K -$51.9K -340 Closed
AWMS
2991
Advocacy Wealth Management Services
Georgia
$47K – – –
NOI
2992
Newton One Investments
Delaware
$47K – – –
RAM
2993
Riggs Asset Management
Pennsylvania
$47K – – –
BCPWM
2994
Bradley & Co Private Wealth Management
Florida
$46K – – –
HC
2995
Hoese & Co
Minnesota
$46K – – –
WA
2996
Win Advisors
Florida
$46K +$763 +5 +2%
GA
2997
GoalVest Advisory
New York
$45K -$47.1K -309 -50%
OIS
2998
Okabena Investment Services
Minnesota
$43K -$53.1K -348 -54%
SWM
2999
Stapp Wealth Management
Washington
$42K +$44.8K +294 New
FCG
3000
Financial Connections Group
California
$39K -$44.5K -292 -51%
118 119
120
121 122