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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1776
Naviter Wealth
Arkansas
$1.22M +$1.39M +8,432 New
HVM
1777
Harvest Volatility Management
Connecticut
$1.22M +$151K +914 +12%
SC
1778
Searle & Co
Connecticut
$1.22M – – –
ADIM
1779
Alpha DNA Investment Management
Maryland
$1.22M -$119K -722 -8%
SIG
1780
Sargent Investment Group
Maryland
$1.21M -$57.9K -350 -4%
PFBT
1781
Parkside Financial Bank & Trust
Missouri
$1.21M -$6.78K -41 -0.5%
DTL
1782
Dynamic Technology Lab
Singapore
$1.21M +$424K +2,563 +44%
AWA
1783
Arkadios Wealth Advisors
Georgia
$1.2M -$27.1K -164 -2%
CFA
1784
Compass Financial Advisors
Indiana
$1.2M -$17.9K -108 -1%
CA
1785
CGN Advisors
Kansas
$1.2M +$212K +1,285 +18%
LWAM
1786
Legacy Wealth Asset Management
Minnesota
$1.2M -$76.9K -465 -5%
SF
1787
Summit Financial
New Jersey
$1.2M -$15K -91 -1%
SW
1788
SkyOak Wealth
Michigan
$1.2M +$1.32K +8 +0.1%
VFPI
1789
Vantage Financial Partners (Illinois)
Illinois
$1.19M -$41.3K -250 -3%
VBCG
1790
Valley Brook Capital Group
Pennsylvania
$1.19M -$16.5K -100 -1%
SAM
1791
S.A. Mason
Michigan
$1.19M +$53.9K +326 +4%
LSA
1792
L & S Advisors
California
$1.19M -$4.93M -29,813 -78%
RPCONE
1793
Retirement Planning Company of New England
Rhode Island
$1.19M +$8.6K +52 +0.6%
WPC
1794
Wedmont Private Capital
Pennsylvania
$1.19M +$303K +1,831 +29%
CWS
1795
Cypress Wealth Services
California
$1.18M +$63.3K +383 +5%
SBL
1796
Sargent Bickham Lagudis
Colorado
$1.17M +$2.15K +13 +0.2%
AA
1797
Apriem Advisors
California
$1.17M +$148K +894 +12%
LFA
1798
Legacy Financial Advisors
Kentucky
$1.17M -$106K -639 -7%
WFA
1799
WestHill Financial Advisors
California
$1.17M -$106K -639 -7%
CCA
1800
Conservest Capital Advisors
Pennsylvania
$1.17M -$3.31K -20 -0.2%
70 71
72
73 74