We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1376
Monetary Management Group
Missouri
$3M -$139K -910 -4%
PWMAG
1377
Pinnacle Wealth Management Advisory Group
New Jersey
$3M +$28.8K +189 +1%
MNBTD
1378
Moody National Bank Trust Division
Texas
$3M -$798K -5,239 -21%
LOWM
1379
Laurel Oak Wealth Management
New Jersey
$3M +$2.99M +19,654 New
SIAG
1380
Signet Investment Advisory Group
Rhode Island
$2.99M +$182K +1,198 +7%
AI
1381
ArchPoint Investors
Florida
$2.99M – – –
KLWA
1382
Kelly Lawrence W & Associates
California
$2.99M – – –
CP
1383
Cornerstone Planning
North Carolina
$2.99M +$2.97M +19,497 New
LWL
1384
Leo Wealth LLC
Texas
$2.98M +$1.26M +8,289 +74%
CWM
1385
Cordatus Wealth Management
Pennsylvania
$2.98M +$13.3K +87 +0.4%
JFG
1386
Juno Financial Group
Virginia
$2.97M +$2.97M +19,493 New
MPCG
1387
Matrix Private Capital Group
New York
$2.96M +$28.6K +188 +1%
CS
1388
Crescent Sterling
Louisiana
$2.96M -$18K -118 -0.6%
FFS
1389
Founders Financial Securities
Maryland
$2.96M +$238K +1,564 +9%
JPMIA
1390
J.P. Marvel Investment Advisors
Massachusetts
$2.96M -$259K -1,701 -8%
DW30
1391
Drucker Wealth 3.0
New Jersey
$2.95M -$104K -680 -3%
CT
1392
Coastline Trust
Rhode Island
$2.94M +$928K +6,096 +46%
PWP
1393
Precedent Wealth Partners
Texas
$2.93M +$9.44K +62 +0.3%
DIM
1394
Delta Investment Management
California
$2.93M +$7.62K +50 +0.3%
WPC
1395
White Pine Capital
Minnesota
$2.93M +$3.65K +24 +0.1%
FAP
1396
Financial Advisory Partners
Florida
$2.92M -$10.4K -68 -0.4%
BIG
1397
Brookwood Investment Group
Arizona
$2.91M +$1.81M +11,914 +165%
EM
1398
Excalibur Management
Massachusetts
$2.91M +$117K +769 +4%
IJWM
1399
Inman Jager Wealth Management
Mississippi
$2.9M +$138K +906 +5%
Wolverine Asset Management
1400
Wolverine Asset Management
Illinois
$2.9M +$1.54M +10,091 +113%