We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1801
Fermata Advisors
California
$2.52M +$190K +1,042 +9%
LAM
1802
Lewis Asset Management
California
$2.51M +$30.5K +167 +1%
BMWS
1803
Brady Martz Wealth Solutions
North Dakota
$2.51M -$238K -1,303 -10%
WIM
1804
Wiregrass Investment Management
Georgia
$2.51M +$57.1K +313 +3%
LC
1805
LCNB Corp
Ohio
$2.51M -$2.01K -11 -0.1%
AAA
1806
Andrews Advisory Associates
Hawaii
$2.51M -$161K -885 -7%
PCG
1807
Prosperity Consulting Group
Maryland
$2.51M -$140K -769 -6%
RPC
1808
Royal Palms Capital
Montana
$2.51M -$82.8K -454 -4%
BO
1809
Bank OZK
Arkansas
$2.5M +$30.5K +167 +1%
WFS
1810
Widmann Financial Services
Maryland
$2.5M +$53.1K +291 +2%
GW
1811
Griffith & Werner
Georgia
$2.5M -$895K -4,908 -29%
ODE
1812
O'Domhnaill Enterprises
Wyoming
$2.5M +$2.2M +12,070 New
HIM
1813
Harbour Investment Management
Washington
$2.5M -$170K -930 -7%
PWCM
1814
Processus Wealth & Capital Management
Tennessee
$2.49M +$96.3K +528 +5%
BONH
1815
Bank of New Hampshire
New Hampshire
$2.48M -$4.01K -22 -0.2%
CHJWM
1816
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.47M -$500K -2,744 -17%
BWM
1817
BKM Wealth Management
Wisconsin
$2.45M +$298K +1,633 +16%
EAM
1818
Empirical Asset Management
Massachusetts
$2.45M -$2.04M -11,179 -49%
ACM
1819
Avos Capital Management
Washington
$2.45M +$2.16M +11,821 New
PB
1820
Pinnacle Bancorp
Nebraska
$2.44M +$15.9K +87 +0.7%
VAG
1821
VisionPoint Advisory Group
Texas
$2.44M +$89.9K +493 +4%
VIP
1822
Viewpoint Investment Partners
Alberta, Canada
$2.44M +$109K +600 +5%
NCM
1823
Neumann Capital Management
California
$2.43M +$12.8K +70 +0.6%
ADL
1824
Asset Dedication LLC
California
$2.43M -$450K -2,466 -17%
HPG
1825
Harvest Portfolios Group
Ontario, Canada
$2.43M +$24.1K +132 +1%