We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1676
Abbot Financial Management
Massachusetts
$649K -$14.8K -183 -2%
IF
1677
Intrua Financial
Texas
$648K -$32.5K -401 -5%
MIAS
1678
Mason Investment Advisory Services
Virginia
$648K -$3.08K -38 -0.5%
PCS
1679
Personal CFO Solutions
New Jersey
$647K -$495K -6,114 -44%
SIA
1680
Soltis Investment Advisors
Utah
$646K -$139K -1,722 -18%
MIM
1681
Moseley Investment Management
Florida
$646K +$74.5K +920 +14%
LWAM
1682
Legacy Wealth Asset Management
Minnesota
$646K +$619K +7,646 New
MGIA
1683
Moneta Group Investment Advisors
Missouri
$644K +$59.7K +737 +11%
TA
1684
TrueWealth Advisors
Alabama
$644K +$569K +7,026 New
OCG
1685
Opus Capital Group
Ohio
$643K -$24.3K -300 -4%
PK
1686
Pflug Koory
Nebraska
$642K – – –
KLWA
1687
Kelly Lawrence W & Associates
California
$640K -$1.98M -24,429 -76%
KTM
1688
Keeler Thomas Management
Utah
$640K -$380K -4,693 -38%
AWM
1689
Apollon Wealth Management
South Carolina
$640K +$165K +2,033 +37%
SCA
1690
Salient Capital Advisors
Texas
$639K +$74.2K +917 +14%
GIA
1691
Granite Investment Advisors
New Hampshire
$639K +$314K +3,875 +105%
LCM
1692
LCM Capital Management
Illinois
$638K +$612K +7,558 New
SIP
1693
Stoneridge Investment Partners
Pennsylvania
$637K -$16.2K -200 -3%
AWA
1694
Arete Wealth Advisors
Illinois
$636K -$434K -5,366 -42%
WPA
1695
Winning Points Advisors
Florida
$636K -$124K -1,536 -17%
AHB
1696
Abner Herrman & Brock
New Jersey
$635K -$2.27M -28,074 -79%
EGA
1697
E&G Advisors
Texas
$634K – – –
BW
1698
Bison Wealth
Georgia
$633K -$69.6K -860 -10%
T
1699
TRUADVICE
Florida
$631K +$97.6K +1,206 +20%
BHC
1700
Bowen Hanes & Co
Florida
$629K -$28.3K -350 -4%
66 67
68
69 70