We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
3251
PFG Private Wealth Management
Florida
$11.9K +$2.85K +17 +30%
FA
3252
Financial Avengers
California
$10.3K – – –
HGWM
3253
Harvest Group Wealth Management
Massachusetts
$10.3K – – –
RWPA
3254
Richard W. Paul & Associates
Michigan
$9.63K -$503 -3 -5%
LFA
3255
Legend Financial Advisors
Pennsylvania
$8.65K – – –
AWM
3256
Activest Wealth Management
Florida
$8.42K +$8.72K +52 New
PS
3257
PayPay Securities
Japan
$8K -$3.86K -23 -32%
WAM
3258
Worth Asset Management
Texas
$7.5K -$15.3K -91 -66%
TVWM
3259
Tower View Wealth Management
Wisconsin
$7K -$838 -5 -10%
WFA
3260
West Financial Advisors
Iowa
$6.54K +$6.71K +40 New
DWMG
3261
DB Wealth Management Group
California
$6.2K – – –
LSA
3262
Lansing Street Advisors
Pennsylvania
$5.38K – – –
HCM
3263
Horrell Capital Management
Arkansas
$5K – – –
MFG
3264
Mendota Financial Group
Wisconsin
$4.07K – – –
GI
3265
GS Investments
Minnesota
$3.43K – – –
GKIM
3266
GW&K Investment Management
Massachusetts
$2K +$2.01K +12 New
SWG
3267
Summit Wealth Group
Vermont
$2K +$2.01K +12 New
BC
3268
Belmont Capital
California
$1.63K – – –
UFF
3269
USA Financial Formulas
Michigan
$1.63K +$1.68K +10 New
CAM
3270
ClariVest Asset Management
California
$1K -$503 -3 -38%
Capstone Investment Advisors
3271
Capstone Investment Advisors
New York
$163 – – –
O
3272
Ossiam
France
– -$47.2M -263,000 Closed
NAM
3273
NorthCrest Asset Manangement
Minnesota
– -$30.5M -181,907 Closed
Holocene Advisors
3274
Holocene Advisors
New York
– -$31.9M -177,793 Closed
CGIM
3275
Capital Group Investment Management
Singapore
– -$24.9M -138,828 Closed