We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
726
GC Wealth Management RIA
Massachusetts
$9.34M +$5.19M +33,518 +126%
MCM
727
Marathon Capital Management
Maryland
$9.32M -$106K -684 -1%
PPW
728
Parcion Private Wealth
Washington
$9.31M +$44.4K +287 +0.5%
MYIA
729
Mount Yale Investment Advisors
Colorado
$9.25M +$6.64M +42,888 +257%
OIA
730
OneDigital Investment Advisors
Kansas
$9.21M +$250K +1,615 +3%
VAS
731
Valicenti Advisory Services
New York
$9.21M +$13.2K +85 +0.1%
MWM
732
Mission Wealth Management
California
$9.21M +$549K +3,542 +6%
ZBNA
733
Zions Bancorporation, National Association
Utah
$9.18M -$2.09M -13,500 -19%
FCH
734
Freestone Capital Holdings
Washington
$9.17M +$594K +3,838 +7%
ACA
735
Aptus Capital Advisors
Alabama
$9.16M -$437K -2,821 -5%
AG
736
Ascent Group
Virginia
$9.1M +$2.91M +18,813 +47%
SG
737
StoneX Group
New York
$8.99M +$228K +1,472 +3%
VA
738
Vident Advisory
Georgia
$8.96M -$563K -3,636 -6%
GIA
739
Gladstone Institutional Advisory
Florida
$8.95M +$597K +3,852 +7%
SW
740
SVB Wealth
Massachusetts
$8.95M -$687K -4,437 -7%
DIA
741
Dean Investment Associates
Ohio
$8.94M -$645K -4,163 -7%
AIS
742
American Investment Services
Massachusetts
$8.91M +$881K +5,687 +11%
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$8.88M +$667K +4,310 +8%
CT
744
Caldwell Trust
Florida
$8.87M -$16.9K -109 -0.2%
TBA
745
Tower Bridge Advisors
Pennsylvania
$8.86M -$126K -814 -1%
ST
746
Spinnaker Trust
Maine
$8.81M -$111K -717 -1%
NA
747
Nordwand Advisors
Pennsylvania
$8.81M +$804K +5,190 +10%
FNBT
748
FineMark National Bank & Trust
Florida
$8.78M +$2.52M +16,243 +40%
AAP
749
Arax Advisory Partners
Colorado
$8.73M +$7.03M +45,401 +420%
CWG
750
Cornerstone Wealth Group
North Carolina
$8.66M +$168K +1,084 +2%