We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
3651
Henrickson Nauta Wealth Advisors
Michigan
$214K +$208K +1,368 New
SIC
3652
Sage Investment Counsel
Tennessee
$214K – – –
AF
3653
AtlasMark Financial
Texas
$214K – – –
FPTW
3654
Franklin, Parlapiano, Turner & Welch
Texas
$214K +$196K +1,285 New
AFAS
3655
Acorn Financial Advisory Services
Virginia
$214K +$214K +1,402 New
ACM
3656
Avalon Capital Management
California
$214K -$107K -700 -33%
TFA
3657
TPG Financial Advisors
Oregon
$214K +$213K +1,401 New
FI
3658
Financial Insights
Washington
$213K -$24.1K -158 -10%
CPWL
3659
Coquina Private Wealth LLC
Florida
$213K +$212K +1,395 New
HB
3660
Horizon Bancorp
Indiana
$212K -$7.92K -52 -4%
AC
3661
Annandale Capital
Texas
$212K – – –
WAOI
3662
Wealth Advisors of Iowa
Iowa
$211K – – –
FFWM
3663
Future Financial Wealth Management
Ohio
$211K +$5.48K +36 +3%
RWI
3664
Red Wave Investments
Pennsylvania
$211K – – –
CWM
3665
Circle Wealth Management
New Jersey
$211K -$305 -2 -0.1%
PWAC
3666
Private Wealth Advisors (California)
California
$210K +$11.7K +77 +6%
WRCM
3667
Western Reserve Capital Management
Ohio
$210K +$210K +1,380 New
CCMG
3668
Connecticut Capital Management Group
Connecticut
$210K +$210K +1,379 New
WA
3669
Waterford Advisors
New York
$210K – – –
SA
3670
Strategic Advocates
Utah
$210K -$217K -1,425 -51%
BMCM
3671
Burns Matteson Capital Management
New York
$210K – – –
PM
3672
Penbrook Management
New York
$210K – – –
AI
3673
AXS Investments
New York
$210K +$3.81K +25 +2%
CWM
3674
Cherrydale Wealth Management
New Jersey
$210K +$5.18K +34 +3%
LFA
3675
Level Financial Advisors
New York
$209K -$155K -1,017 -43%
145 146
147
148 149