We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
3151
Vermillion Wealth Management
Minnesota
$549K +$62.7K +344 +15%
DAM
3152
Deltec Asset Management
New York
$548K – – –
SSW
3153
Smith Shellnut Wilson
Mississippi
$548K – – –
CFP
3154
Cascade Financial Partners
California
$547K +$95.7K +525 +25%
MG
3155
McHugh Group
Ohio
$547K -$14.6K -80 -3%
AWS
3156
Arkfeld Wealth Strategies
Nebraska
$547K +$15K +82 +3%
AIFAIM
3157
American Institute for Advanced Investment Management
Arizona
$546K -$26.4K -145 -5%
TI
3158
Truepoint Inc
Ohio
$546K +$135K +742 +39%
MCCA
3159
Mill Creek Capital Advisors
Pennsylvania
$546K +$25.2K +138 +6%
MF
3160
Montis Financial
Massachusetts
$545K +$41.6K +228 +9%
PWM
3161
Partners Wealth Management
California
$545K -$19.3K -106 -4%
AP
3162
Appleton Partners
Massachusetts
$544K -$8.21K -45 -2%
SA
3163
SoundView Advisors
Washington
$544K – – –
HAS
3164
Holland Advisory Services
Florida
$544K – – –
AWC
3165
Adamsbrown Wealth Consultants
Kansas
$543K +$85.2K +467 +22%
RI
3166
RWWM Inc
California
$543K – – –
BBNB
3167
Baker Boyer National Bank
Washington
$542K -$10.8K -59 -2%
LCM
3168
Landscape Capital Management
New Jersey
$541K +$477K +2,616 New
SCM
3169
Silvant Capital Management
Georgia
$541K – – –
KA
3170
Kooman & Associates
Pennsylvania
$541K +$148K +811 +45%
JCM
3171
Jacobsen Capital Management
Utah
$540K +$16K +88 +3%
BWM
3172
Baron Wealth Management
Michigan
$540K -$536K -2,937 -53%
EIP
3173
Essential Investment Partners
Colorado
$540K -$142K -780 -23%
BTIM
3174
BancFirst Trust & Investment Management
Oklahoma
$540K -$99.7K -547 -18%
PCMNC
3175
Piedmont Capital Management (North Carolina)
North Carolina
$539K +$1.64K +9 +0.3%
125 126
127
128 129