We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
3351
RF&L Wealth Management
Massachusetts
$250K – – –
EI
3352
Ellevest Inc
New York
$250K -$268K -1,753 -50%
COFSG
3353
Carbahal Olsen Financial Services Group
California
$250K +$264K +1,723 New
BWA
3354
BlueChip Wealth Advisors
Georgia
$249K -$14.7K -96 -5%
CAL
3355
Capital Advisors Ltd
Ohio
$249K -$9.49K -62 -3%
WDL
3356
Well Done LLC
Michigan
$249K – – –
AIA
3357
AIMZ Investment Advisors
California
$248K – – –
BT
3358
Banque Transatlantique
France
$248K +$263K +1,720 New
SSA
3359
Sierra Summit Advisors
Nevada
$248K -$67.3K -440 -20%
TIP
3360
Tandem Investment Partners
New Jersey
$248K +$262K +1,709 New
KIG
3361
Kennedy Investment Group
New Jersey
$247K -$24.9K -163 -9%
LCM
3362
Liberty Capital Management
Michigan
$247K -$11.6K -76 -4%
SFG
3363
Synergy Financial Group
California
$247K +$261K +1,704 New
HHRDM
3364
H&H Retirement Design & Management
Nevada
$246K – – –
JWM
3365
Jupiter Wealth Management
Colorado
$246K – – –
DWM
3366
DecisionMap Wealth Management
Virginia
$246K +$260K +1,699 New
BCIM
3367
Bishop & Co Investment Management
Pennsylvania
$246K – – –
PWA
3368
Phoenix Wealth Advisors
North Carolina
$246K +$306 +2 +0.1%
FIC
3369
Family Investment Center
Missouri
$245K +$153 +1 +0.1%
PCS
3370
Private Client Services
Kentucky
$245K -$1.07K -7 -0.4%
MIM
3371
Meixler Investment Management
Arizona
$245K -$66.7K -436 -21%
KC
3372
Kades & Cheifetz
Pennsylvania
$245K -$332K -2,166 -56%
CFO
3373
Custos Family Office
Texas
$244K +$258K +1,686 New
GCA
3374
Gallagher Capital Advisors
Texas
$244K +$258K +1,686 New
SIMC
3375
Squire Investment Management Company
Utah
$244K +$41K +268 +19%
133 134
135
136 137