We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
2976
SYM Financial Corp
Indiana
$340K -$63.7K -422 -16%
DM
2977
Diker Management
New York
$340K – – –
LAM
2978
Lewis Asset Management
California
$340K +$16.4K +109 +5%
SRL
2979
Scientech Research LLC
New Jersey
$340K +$325K +2,154 New
GWAG
2980
Garrett Wealth Advisory Group
Texas
$339K +$1.51K +10 +0.5%
MGWM
2981
Marks Group Wealth Management
Minnesota
$339K +$9.81K +65 +3%
RFA
2982
RTD Financial Advisors
Pennsylvania
$339K – – –
TCBWMS
2983
Texas Capital Bank Wealth Management Services
Texas
$338K -$2.26K -15 -0.7%
FCA
2984
Fortis Capital Advisors
Kansas
$338K +$78K +517 +32%
ACM
2985
Advance Capital Management
Michigan
$337K -$83.9K -556 -21%
EDRIA
2986
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$4.53K -30 -1%
PIFP
2987
Partners in Financial Planning
Virginia
$335K – – –
SCA
2988
Sandy Cove Advisors
Massachusetts
$335K -$17.4K -115 -5%
GSIAS
2989
Garden State Investment Advisory Services
New Jersey
$335K -$24.1K -160 -7%
RW
2990
Rede Wealth
Virginia
$334K +$151 +1 +0%
WCWM
2991
Wooster Corthell Wealth Management
Connecticut
$334K – – –
KNFPWM
2992
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$333K +$318K +2,110 New
CFGSD
2993
Compass Financial Group (South Dakota)
South Dakota
$333K +$4.53K +30 +1%
LJAC
2994
L.J. Altfest & Co
New York
$332K +$453 +3 +0.1%
WAOI
2995
Wealth Advisors of Iowa
Iowa
$330K +$15.8K +105 +5%
FFA
2996
Fi3 Financial Advisors
Indiana
$330K +$65.6K +435 +27%
CBOR
2997
Community Bank of Raymore
Missouri
$329K – – –
FP
2998
Financial Perspectives
Minnesota
$329K -$10.6K -70 -3%
CP
2999
Castleview Partners
Texas
$328K +$70.3K +466 +29%
WH
3000
Willner & Heller
California
$327K +$16K +106 +5%