We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
3776
OLIO Financial Planning
Virginia
$229K -$64.8K -348 -20%
QL
3777
Quarry LP
New York
$228K -$78K -419 -23%
CFG
3778
Carter Financial Group
Illinois
$228K +$63.1K +339 +33%
CIM
3779
Catalyst Investment Management
New Hampshire
$228K +$45.8K +246 +22%
PM
3780
Penbrook Management
New York
$228K – – –
SDWMA
3781
Schneider Downs Wealth Management Advisors
Pennsylvania
$227K +$8.56K +46 +3%
AWM
3782
Affinity Wealth Management
Delaware
$227K -$3.91K -21 -2%
FI
3783
Financial Insights
Washington
$227K -$326K -1,750 -56%
EGWAG
3784
Elwood & Goetz Wealth Advisory Group
Georgia
$227K +$12.7K +68 +5%
DC
3785
Dorval Corp
Minnesota
$227K +$745 +4 +0.3%
MQWP
3786
Morey & Quinn Wealth Partners
Nebraska
$226K -$4.28K -23 -2%
TLCM
3787
Twin Lakes Capital Management
California
$226K +$2.23K +12 +0.9%
AIA
3788
Alternative Investment Advisors
Florida
$226K +$5.4K +29 +2%
NC
3789
NewSquare Capital
Pennsylvania
$226K -$17.7K -95 -7%
VWA
3790
Vistica Wealth Advisors
California
$225K +$63.3K +340 +33%
PAG
3791
Private Advisory Group
Washington
$225K +$27.4K +147 +12%
EFG
3792
Everest Financial Group
Minnesota
$225K +$186 +1 +0.1%
AA
3793
Alpha Advisors
Virginia
$224K -$372 -2 -0.1%
FRA
3794
Front Row Advisors
California
$224K -$16.8K -90 -7%
AAMC
3795
Asset Allocation & Management Company
Illinois
$224K -$288K -1,550 -53%
BMCM
3796
Burns Matteson Capital Management
New York
$224K -$93.1K -500 -27%
Harris Associates
3797
Harris Associates
Illinois
$224K – – –
IWP
3798
IAG Wealth Partners
Wisconsin
$224K -$24.4K -131 -9%
HPIA
3799
Hamilton Point Investment Advisors
North Carolina
$224K – – –
UFA
3800
Uptown Financial Advisors
Texas
$223K – – –