We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3326
Endowment Wealth Management
Wisconsin
$317K +$18K +118 +6%
WOSD
3327
WFA of San Diego
California
$317K -$43.6K -286 -12%
ZWA
3328
Zinnia Wealth Advisory
Florida
$317K +$317K +2,080 New
MGWM
3329
Marks Group Wealth Management
Minnesota
$317K +$26.2K +172 +9%
GSWM
3330
Greenup Street Wealth Management
Michigan
$317K -$174K -1,141 -35%
JJBC
3331
James J. Burns & Company
New York
$317K – – –
LFGO
3332
Legacy Financial Group (Oklahoma)
Oklahoma
$317K -$3.5K -23 -1%
HWM
3333
HFG Wealth Management
Texas
$316K +$914 +6 +0.3%
KNFPWM
3334
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$316K -$1.68K -11 -0.5%
HA
3335
Helium Advisors
Washington
$316K -$50.3K -330 -14%
JF
3336
JSF Financial
California
$316K -$96.7K -635 -23%
TCM
3337
TruNorth Capital Management
Michigan
$315K +$44.9K +295 +17%
KCM
3338
Kendall Capital Management
Maryland
$315K -$5.63K -37 -2%
KIG
3339
Kennedy Investment Group
New Jersey
$314K +$48.3K +317 +18%
AGC
3340
Aspen Grove Capital
Colorado
$314K -$29.4K -193 -9%
CFS
3341
CGC Financial Services
Oregon
$314K +$24.5K +161 +8%
FWM
3342
Focused Wealth Management
New York
$313K +$17.7K +116 +6%
WKSWA
3343
White Knight Strategic Wealth Advisors
New Jersey
$313K +$43.4K +285 +16%
HIM
3344
Hanlon Investment Management
New Jersey
$313K +$113K +739 +56%
VAMG
3345
Voisard Asset Management Group
Michigan
$312K +$9.14K +60 +3%
CIS
3346
Custom Index Systems
New York
$312K +$311K +2,045 New
CRI
3347
Colonial River Investments
Virginia
$311K -$7.31K -48 -2%
KWM
3348
KFG Wealth Management
Indiana
$311K +$4.72K +31 +2%
AWA
3349
Acorn Wealth Advisors
Michigan
$311K +$29.1K +191 +10%
DQRIM
3350
Dale Q Rice Investment Management
Washington
$311K -$2.13K -14 -0.7%
132 133
134
135 136