We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1001
Essex Financial Services
Connecticut
$3.39M +$261K +2,219 +9%
PCM
1002
Palisade Capital Management
New Jersey
$3.39M -$4.62M -39,203 -58%
APP
1003
Avantax Planning Partners
Iowa
$3.38M -$39.1K -332 -1%
DF
1004
Donoghue Forlines
Massachusetts
$3.37M -$958K -8,136 -23%
CAMG
1005
CWA Asset Management Group
Florida
$3.36M +$438K +3,722 +15%
O
1006
Ossiam
France
$3.35M -$287K -2,434 -8%
IA
1007
IFP Advisors
Florida
$3.35M -$1.45M -12,322 -31%
WAM
1008
Wealthspire Advisors (Maryland)
Maryland
$3.35M +$14.5K +123 +0.4%
HAM
1009
Highstreet Asset Management
Ontario, Canada
$3.35M +$239K +2,032 +8%
NFG
1010
Next Financial Group
Texas
$3.34M -$209K -1,771 -6%
PBO
1011
Peoples Bank (Ohio)
Ohio
$3.34M +$4K +34 +0.1%
PPSG
1012
Princeton Portfolio Strategies Group
New Jersey
$3.34M -$8.83K -75 -0.3%
AAM
1013
Auxier Asset Management
Oregon
$3.31M -$163K -1,387 -5%
SB
1014
Strategic Blueprint
Georgia
$3.3M +$58.5K +497 +2%
HC
1015
Hendley & Co
Ohio
$3.29M +$459K +3,900 +17%
WP
1016
WealthSource Partners
California
$3.27M -$203K -1,723 -6%
FBC
1017
Fairfield, Bush & Co
Connecticut
$3.27M -$1.36M -11,579 -30%
RHDIC
1018
R.H. Dinel Investment Counsel
California
$3.26M – – –
IFAM
1019
Institutional & Family Asset Management
Colorado
$3.26M +$10K +85 +0.3%
PAG
1020
Private Advisory Group
Washington
$3.25M -$112K -952 -3%
HPIA
1021
Hamilton Point Investment Advisors
North Carolina
$3.25M +$23.6K +200 +0.7%
FLI
1022
Family Legacy Inc
South Carolina
$3.25M +$4.24K +36 +0.1%
ASA
1023
Armstrong Shaw Associates
Connecticut
$3.24M -$248K -2,103 -7%
BAM
1024
Belpointe Asset Management
Nevada
$3.24M +$1.02M +8,631 +47%
PRS
1025
Pinkerton Retirement Specialists
Idaho
$3.23M +$70.2K +596 +2%
39 40
41
42 43