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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1076
Perpetual Investment Management
Australia
$3.98M – – –
WP
1077
WealthSource Partners
California
$3.96M -$240K -1,675 -6%
SIC
1078
Salem Investment Counselors
North Carolina
$3.96M +$235K +1,637 +7%
KLWA
1079
Kelly Lawrence W & Associates
California
$3.94M -$256K -1,783 -7%
CCB
1080
Cutter & Co Brokerage
Missouri
$3.94M -$264K -1,841 -7%
BWA
1081
BDO Wealth Advisors
Florida
$3.94M -$60.2K -420 -2%
RIM
1082
Reynolds Investment Management
South Carolina
$3.94M +$3.47M +24,176 New
B
1083
Bailard
California
$3.93M -$33.4K -233 -1%
RMDI
1084
R.M. Davis Inc
Maine
$3.92M +$166K +1,157 +5%
RC
1085
Reik & Co
New York
$3.92M – – –
IWN
1086
Independent Wealth Network
Iowa
$3.91M +$61K +425 +2%
RWM
1087
RKL Wealth Management
Pennsylvania
$3.9M +$163K +1,137 +5%
ADL
1088
Asset Dedication LLC
California
$3.89M -$77.3K -539 -2%
SW
1089
SlateStone Wealth
Florida
$3.88M -$71.6K -499 -2%
PG
1090
Pendal Group
Australia
$3.87M -$39.4K -275 -1%
VHAM
1091
Van Hulzen Asset Management
California
$3.87M -$12.8M -89,546 -79%
CFGS
1092
Concourse Financial Group Securities
Alabama
$3.87M -$311K -2,170 -8%
LCM
1093
LVM Capital Management
Michigan
$3.85M +$179K +1,250 +6%
NC
1094
NewSquare Capital
Pennsylvania
$3.82M +$270K +1,884 +9%
AW
1095
Apricus Wealth
South Carolina
$3.82M +$52.9K +369 +2%
SS
1096
Simplicity Solutions
Minnesota
$3.82M -$1.79M -12,490 -35%
MCM
1097
Marathon Capital Management
Maryland
$3.81M -$75.3K -525 -2%
WB
1098
Webster Bank
Connecticut
$3.81M +$157K +1,092 +5%
V
1099
VeraBank
Texas
$3.8M -$28.7K -200 -0.8%
WFG
1100
Wills Financial Group
Virginia
$3.8M +$51.9K +362 +2%
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