We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1751
Lodestone Wealth Management
Washington
$1.57M +$601K +3,747 +60%
CAM
1752
Covenant Asset Management
New Jersey
$1.56M +$54.7K +341 +4%
TA
1753
Townsend & Associates
Colorado
$1.55M -$64.4K -402 -4%
WA
1754
WBH Advisory
Maryland
$1.55M -$71.8K -448 -4%
Advisory Alpha
1755
Advisory Alpha
Michigan
$1.55M +$139K +864 +10%
DAM
1756
Doheny Asset Management
California
$1.54M -$8.02K -50 -0.5%
KLCM
1757
KG&L Capital Management
Louisiana
$1.54M +$6.73K +42 +0.4%
IP
1758
Ignite Planners
California
$1.54M -$13.6K -85 -0.8%
PMA
1759
Prudent Man Advisors
Illinois
$1.54M -$25.7K -160 -2%
LB
1760
Legacy Bridge
Iowa
$1.54M +$44.9K +280 +3%
TIA
1761
Traphagen Investment Advisors
New Jersey
$1.54M +$709K +4,422 +83%
CCM
1762
Canal Capital Management
Virginia
$1.54M +$241K +1,504 +18%
PPC
1763
Park Place Capital
Alabama
$1.53M +$199K +1,241 +15%
TF
1764
Tompkins Financial
New York
$1.53M – – –
WSC
1765
Wellington Shields & Co
New York
$1.53M -$462K -2,883 -23%
VCM
1766
Virtue Capital Management
Tennessee
$1.52M +$31.1K +194 +2%
NP
1767
Nilsine Partners
Colorado
$1.52M +$24.7K +154 +2%
EWA
1768
Etesian Wealth Advisors
Oregon
$1.52M -$41.4K -258 -3%
FRA
1769
Front Row Advisors
California
$1.51M -$48.1K -300 -3%
TW
1770
TrinityPoint Wealth
Connecticut
$1.51M +$176K +1,095 +13%
BTWM
1771
Baker Tilly Wealth Management
Wisconsin
$1.51M -$73.6K -459 -5%
APWA
1772
Atlas Private Wealth Advisors
New Jersey
$1.5M +$822K +5,128 +116%
MFG
1773
Menard Financial Group
Texas
$1.5M -$68.6K -428 -4%
AFG
1774
AFS Financial Group
Maryland
$1.5M +$5.13K +32 +0.3%
SWM
1775
Silverlake Wealth Management
Vermont
$1.5M -$24.5K -153 -2%