We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
3026
Laurel Wealth Planning
Minnesota
$26K – – –
YAL
3027
Your Advocates Ltd
Texas
$25K +$21.7K +151 New
DBG
3028
De Burlo Group
Massachusetts
$24.4K +$21.5K +150 New
WIA
3029
Wealthstreet Investment Advisors
Texas
$24K – – –
CJL
3030
Cyrus J. Lawrence
New York
$24K +$21.5K +150 New
BAM
3031
Byrne Asset Management
New Jersey
$23K -$24.4K -170 -55%
DTIM
3032
Danda Trouve Investment Management
Kansas
$22K – – –
ST
3033
Sageworth Trust
Pennsylvania
$21K – – –
SPWG
3034
Sage Private Wealth Group
Illinois
$20K -$143 -1 -0.8%
BBPWM
3035
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
BAM
3036
Baldrige Asset Management
Pennsylvania
$19K – – –
ARIS
3037
Advanced Research Investment Solutions
California
$19K +$16.5K +115 New
MFT
3038
Moisand Fitzgerald Tamayo
Florida
$17K -$42.7K -298 -74%
FA
3039
Financial Avengers
California
$17K +$143 +1 +1%
WIM
3040
Westside Investment Management
California
$16.7K – – –
HF
3041
Halpern Financial
Virginia
$16.3K – – –
RFWA
3042
RPg Family Wealth Advisory
Massachusetts
$16.3K – – –
EA
3043
Evolution Advisers
Virginia
$16K – – –
HGWM
3044
Harvest Group Wealth Management
Massachusetts
$16K – – –
VFIC
3045
Valley Forge Investment Consultants
Pennsylvania
$16K – – –
PI
3046
Parkside Investments
Illinois
$16K +$14.3K +100 New
SC
3047
Siena Capital
Ohio
$16K +$14.3K +100 New
FCMA
3048
Foresight Capital Management Advisors
Michigan
$14K – – –
TJHA
3049
Thomas J. Herzfeld Advisors
Florida
$13K – – –
MG
3050
MilWealth Group
Wisconsin
$12.5K – – –
120 121
122
123 124