We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1651
GM Advisory Group
New York
$734K
FBFS
1652
First Business Financial Services
Wisconsin
$733K +$48.4K +408 +7%
ACP
1653
Aveo Capital Partners
Colorado
$731K +$32K +270 +5%
SFG
1654
SNS Financial Group
Minnesota
$729K -$103K -866 -13%
ICOM
1655
Investment Counselors of Maryland
Maryland
$725K
JCM
1656
Jacobi Capital Management
Pennsylvania
$725K +$82.5K +696 +14%
PSC
1657
Prentiss Smith & Co
Vermont
$725K +$468K +3,950 +214%
BFG
1658
Beacon Financial Group
Texas
$724K +$119 +1 +0%
WG
1659
Winton Group
United Kingdom
$723K -$939K -7,917 -58%
LSAG
1660
Lake Street Advisors Group
New Hampshire
$723K +$684K +5,772 New
SAM
1661
Summit Asset Management
Tennessee
$721K +$356 +3 +0.1%
SCM
1662
Stevens Capital Management
Pennsylvania
$720K +$682K +5,752 New
TL
1663
TrueWealth LLC
Georgia
$720K +$682K +5,752 New
OA
1664
Outfitter Advisors
Virginia
$718K +$7.12K +60 +1%
NQWM
1665
Northwest Quadrant Wealth Management
Oregon
$716K -$23.8K -201 -3%
Aristotle Capital Management
1666
Aristotle Capital Management
California
$715K +$43.9K +370 +7%
WWMSC
1667
Wagner Wealth Management (South Carolina)
South Carolina
$714K +$639K +5,389 New
CIP
1668
Capital Insight Partners
Arizona
$712K -$3.32K -28 -0.5%
SSA
1669
Schonfeld Strategic Advisors
New York
$711K +$438K +3,695 +186%
BFA
1670
Beaumont Financial Advisors
Massachusetts
$708K +$18.6K +157 +3%
CPO
1671
Cerity Partners OCIO
New York
$707K -$96.5K -814 -13%
AP
1672
Atwood & Palmer
Missouri
$707K -$11.9K -100 -2%
CNB
1673
Camden National Bank
Maine
$707K +$49.8K +420 +8%
EA
1674
Elm Advisors
California
$706K
AAS
1675
Annex Advisory Services
Wisconsin
$702K -$138K -1,160 -17%