We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
3626
Briaud Financial Planning
Texas
$70K – – –
LFASL
3627
Lugano Financial Advisors SA (LFA)
Switzerland
$69.5K +$23K +150 +45%
VWA
3628
Valued Wealth Advisors
Utah
$69.4K +$35.8K +234 +96%
KWAG
3629
Kiely Wealth Advisory Group
North Carolina
$69.2K – – –
BFS
3630
Burkett Financial Services
South Carolina
$68.6K +$612 +4 +0.9%
TCM
3631
Tributary Capital Management
Nebraska
$68.1K – – –
RAM
3632
Ramirez Asset Management
New York
$67.2K – – –
SC
3633
Stephens Consulting
Michigan
$67.1K -$4.9K -32 -6%
RWM
3634
Ruedi Wealth Management
Illinois
$66.5K – – –
FFA
3635
Frazier Financial Advisors
Ohio
$66.2K -$48.8K -319 -41%
MMCM
3636
Murphy & Mullick Capital Management
New York
$65.8K +$69.5K +454 New
BIM
3637
Breakwater Investment Management
Washington
$65.6K – – –
TC
3638
Tacita Capital
Ontario, Canada
$65.3K -$459 -3 -0.7%
CH
3639
Canton Hathaway
Rhode Island
$65K – – –
MSG
3640
Main Street Group
Virginia
$63.8K +$153 +1 +0.2%
AFM
3641
Aspetuck Financial Management
Connecticut
$63.7K +$67.3K +440 New
HC
3642
Hurley Capital
New York
$63.1K +$64.7K +423 New
DWM
3643
Darwin Wealth Management
Florida
$61K +$32.6K +213 +103%
SWM
3644
Sanctuary Wealth Management
Idaho
$60.8K +$14.5K +95 +29%
OCM
3645
Orion Capital Management
California
$60.8K +$64.3K +420 New
RPA
3646
Redwood Park Advisors
California
$59.2K +$62.6K +409 New
GK
3647
Graney & King
New York
$59.2K +$62.6K +409 New
DFA
3648
DHJJ Financial Advisors
Illinois
$59K – – –
KG
3649
Kieckhefer Group
Wisconsin
$57.9K +$61.2K +400 New
PWMA
3650
Pension & Wealth Management Advisors
Massachusetts
$56.6K +$306 +2 +0.5%
144 145
146
147 148