We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
1701
Roberts, Glore & Co
Illinois
$827K -$62.8K -595 -7%
WI
1702
Wintrust Investments
Illinois
$827K -$35.7K -338 -4%
ANB
1703
Amarillo National Bank
Texas
$826K -$5.91K -56 -0.7%
RVPG
1704
Relative Value Partners Group
$826K +$5.49K +52 +0.7%
SSWM
1705
Sheets Smith Wealth Management
North Carolina
$823K +$1.16K +11 +0.1%
WCM
1706
Windsor Capital Management
Arizona
$822K +$2.11K +20 +0.3%
IAIM
1707
International Assets Investment Management
Florida
$820K -$1.05M -9,902 -56%
FPTW
1708
Franklin, Parlapiano, Turner & Welch
Texas
$813K +$39.7K +376 +5%
PK
1709
Pflug Koory
Nebraska
$812K – – –
OL
1710
Optas LLC
Texas
$810K -$14.3K -135 -2%
HCP
1711
Holt Capital Partners
Texas
$807K – – –
SMA
1712
Sage Mountain Advisors
Georgia
$807K +$69.7K +660 +9%
EML
1713
Eos Management LP
New York
$806K – – –
CL
1714
Choreo LLC
Illinois
$806K +$225K +2,134 +38%
WA
1715
Waddell & Associates
Tennessee
$804K +$811K +7,679 New
TF
1716
TLWM Financial
Texas
$802K +$6.12K +58 +0.8%
EW
1717
Evoke Wealth
California
$802K +$294K +2,785 +57%
AWP
1718
Ascent Wealth Partners
New York
$802K +$808K +7,657 New
PBT
1719
Pictet Bank & Trust
Bahamas
$801K – – –
PTC
1720
Philadelphia Trust Company
Pennsylvania
$798K +$53.8K +510 +7%
LFA
1721
Legacy Financial Advisors
Kentucky
$797K +$80.9K +766 +11%
FSA
1722
Financial Sense Advisors
California
$796K -$1.27K -12 -0.2%
VA
1723
Valmark Advisers
Ohio
$794K -$29K -275 -3%
CCM
1724
Chickasaw Capital Management
Tennessee
$794K +$174K +1,650 +28%
AFM
1725
Abbot Financial Management
Massachusetts
$792K -$23.6K -224 -3%
67 68
69
70 71