We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
3776
Evelyn Partners Investment Management (Europe)
$146K -$74.6K -490 -34%
W
3777
WealthCollab
Washington
$146K – – –
TM
3778
Torren Management
California
$146K +$146K +958 New
CIAS
3779
CBIZ Investment Advisory Services
Ohio
$145K +$9.44K +62 +7%
AWA
3780
Acumen Wealth Advisors
Tennessee
$144K +$143K +942 New
WFA
3781
West Financial Advisors
Iowa
$142K +$7.16K +47 +5%
RFG
3782
REAP Financial Group
Texas
$138K +$21.8K +143 +19%
AWM
3783
Activest Wealth Management
Florida
$136K -$279K -1,832 -67%
GWSA
3784
Global Wealth Strategies & Associates
Colorado
$135K +$13.1K +86 +11%
MAFA
3785
MJT & Associates Financial Advisory
Minnesota
$133K +$1.07K +7 +0.8%
MSFP
3786
Mark Sheptoff Financial Planning
Connecticut
$133K +$11.4K +75 +9%
CWM
3787
Cranbrook Wealth Management
Michigan
$131K +$10.5K +69 +9%
AWM
3788
Abound Wealth Management
Tennessee
$131K -$3.35K -22 -2%
MSWM
3789
Mowery & Schoenfeld Wealth Management
Illinois
$131K +$20.9K +137 +19%
DRS
3790
Deane Retirement Strategies
Louisiana
$130K – – –
FFL
3791
Financial Freedom LLC
Ohio
$129K -$6.7K -44 -5%
CFM
3792
Cornerstone Financial Management
Massachusetts
$127K +$127K +831 New
DCM
3793
Dorato Capital Management
Colorado
$126K +$115K +754 New
PG
3794
Proffitt & Goodson
Tennessee
$125K -$5.18K -34 -4%
OCM
3795
Osterweis Capital Management
California
$122K +$28.2K +185 +30%
NL
3796
Navalign LLC
California
$121K +$121K +794 New
MAM
3797
Meeder Asset Management
Ohio
$119K -$8.07K -53 -6%
GWSG
3798
GPS Wealth Strategies Group
Colorado
$118K -$574K -3,766 -83%
HFS
3799
Horizon Financial Services
North Carolina
$118K – – –
EP
3800
Essential Partners
California
$117K -$47.8K -314 -29%
150 151
152
153 154