We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
3326
American Money Management
California
$200K – – –
CWAF
3327
Core Wealth Advisors (Florida)
Florida
$200K +$14.2K +89 +7%
MWA
3328
Miller Wealth Advisors
Colorado
$199K -$62.2K -390 -23%
VC
3329
Vestor Capital
Illinois
$198K – – –
BAM
3330
Bellevue Asset Management
Washington
$196K +$797 +5 +0.4%
LFA
3331
Laraway Financial Advisors
Minnesota
$194K – – –
TCM
3332
TruNorth Capital Management
Michigan
$194K +$99.7K +625 +102%
W
3333
WealthCollab
Washington
$193K – – –
HB
3334
Horizon Bancorp
Indiana
$192K -$6.86K -43 -3%
LJHT
3335
Laurie J. Hall Trustee
$177K – – –
CAM
3336
Clarity Asset Management
Iowa
$177K +$159 +1 +0.1%
CIAS
3337
CBIZ Investment Advisory Services
Ohio
$175K -$957 -6 -0.5%
TFM
3338
TFC Financial Management
Massachusetts
$172K -$17.9K -112 -9%
OBWP
3339
O'Brien Wealth Partners
Massachusetts
$168K – – –
RDIA
3340
RE Dickinson Investment Advisors
Iowa
$166K +$15.9K +100 +10%
FFA
3341
Frazier Financial Advisors
Ohio
$165K -$3.19K -20 -2%
JSAM
3342
J. Safra Asset Management
New York
$163K +$109K +686 +192%
APC
3343
Aspire Private Capital
North Carolina
$163K +$5.58K +35 +3%
RWM
3344
Raffa Wealth Management
District of Columbia
$161K +$32.1K +201 +24%
AA
3345
AlphaMark Advisors
Kentucky
$161K -$8.61K -54 -5%
RWMG
3346
Redwood Wealth Management Group
New Jersey
$161K +$164K +1,029 New
CWM
3347
Cranbrook Wealth Management
Michigan
$160K +$140K +880 +615%
AP
3348
Aspect Partners
Virginia
$157K – – –
HFS
3349
HBC Financial Services
Washington
$157K – – –
SCA
3350
Stuart Chaussee & Associates
California
$156K – – –
132 133
134
135 136