We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
3001
Hoxton Planning & Management
West Virginia
$243K +$14.4K +86 +6%
BWA
3002
Bordeaux Wealth Advisors
California
$243K -$31.4K -187 -11%
SWIG
3003
Strategic Wealth Investment Group
Kentucky
$242K +$43.8K +261 +21%
VDBMI
3004
Van Den Berg Management I
Texas
$241K +$838 +5 +0.3%
ACM
3005
Acrisure Capital Management
Texas
$241K -$83.2K -496 -25%
BBW
3006
Blue Barn Wealth
Utah
$241K -$28.3K -169 -10%
APW
3007
Aurora Private Wealth
New Jersey
$241K -$24.6K -147 -9%
HWM
3008
Hemington Wealth Management
Virginia
$241K +$3.86K +23 +2%
AMM
3009
American Money Management
California
$241K +$30.7K +183 +14%
NMG
3010
New Millennium Group
Utah
$241K -$482K -2,873 -66%
HS
3011
Horan Securities
United States
$240K +$1.51K +9 +0.6%
FFIC
3012
First Fiduciary Investment Counsel
Ohio
$240K – – –
4WM
3013
4J Wealth Management
Virginia
$239K +$1.68K +10 +0.7%
AFA
3014
American Financial Advisors
Georgia
$238K +$1.17K +7 +0.5%
BBA
3015
Braun-Bostich & Associates
Pennsylvania
$238K +$245K +1,461 New
RW
3016
REDW Wealth
New Mexico
$238K +$244K +1,457 New
WFA
3017
Wade Financial Advisory
California
$237K – – –
CCIA
3018
Campbell & Co Investment Adviser
Maryland
$237K -$408K -2,436 -63%
TIA
3019
Tiemann Investment Advisors
California
$237K -$16.8K -100 -6%
ES
3020
Eagle Strategies
New York
$236K +$13.7K +82 +6%
FEG
3021
Financial Enhancement Group
Indiana
$235K +$32K +191 +14%
DIS
3022
Diversified Investment Strategies
Louisiana
$234K – – –
GC
3023
Garde Capital
Washington
$234K +$25.8K +154 +12%
OPWM
3024
Oakwell Private Wealth Management
Texas
$233K +$7.21K +43 +3%
FPIS
3025
Financial Planning & Information Services
Wisconsin
$232K – – –
119 120
121
122 123