We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1301
Total Wealth Planning
Ohio
$2.01M +$773K +6,801 +72%
SI
1302
Saxon Interests
Texas
$2M +$1.78M +15,665 New
SFI
1303
SPC Financial Inc
Maryland
$2M +$1.67M +14,671 +629%
OWA
1304
Outlook Wealth Advisors
Texas
$1.99M -$168K -1,478 -8%
AR
1305
Advisory Research
Illinois
$1.99M +$119K +1,052 +7%
PHIMC
1306
Private Harbour Investment Management & Counsel
Ohio
$1.99M +$1.92M +16,943 New
CC
1307
Centiva Capital
New York
$1.99M -$542K -4,770 -22%
CBT
1308
CoreFirst Bank & Trust
Kansas
$1.99M -$209K -1,844 -10%
BHBT
1309
Burke & Herbert Bank & Trust
Virginia
$1.98M -$9.77K -86 -0.5%
GAM
1310
Grandview Asset Management
Pennsylvania
$1.98M +$1.92M +16,883 New
WA
1311
WealthTrust Axiom
Pennsylvania
$1.98M +$2.5K +22 +0.1%
MGP
1312
Metis Global Partners
California
$1.98M +$1.92M +16,864 New
CT
1313
Columbia Trust
Oregon
$1.98M – – –
LTI
1314
Laffer Tengler Investments
Tennessee
$1.97M -$4.88K -43 -0.3%
CM
1315
Castleark Management
Illinois
$1.96M -$158K -1,390 -8%
FPCP
1316
Fort Point Capital Partners
California
$1.96M +$482K +4,244 +34%
RSWM
1317
Robertson Stephens Wealth Management
California
$1.95M +$1.07M +9,450 +132%
TSWM
1318
Triangle Securities Wealth Management
North Carolina
$1.95M +$5.57K +49 +0.3%
BMC
1319
Benin Management Corp
Connecticut
$1.95M +$11.4K +100 +0.6%
FFA
1320
Founders Financial Alliance
North Carolina
$1.94M -$17K -150 -0.9%
HRC
1321
Hoertkorn Richard Charles
$1.94M +$11.4K +100 +0.6%
EI
1322
EDMP Inc
Florida
$1.94M -$81.1K -714 -4%
MCM
1323
Monarch Capital Management
Indiana
$1.94M -$132K -1,165 -7%
CGL
1324
Clarius Group LLC
Washington
$1.93M +$122K +1,074 +7%
S
1325
SignatureFD
Georgia
$1.93M +$245K +2,157 +15%
51 52
53
54 55