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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1826
Modera Wealth Management
New Jersey
$630K +$41.9K +420 +7%
XWM
1827
Xcel Wealth Management
Florida
$625K +$61.8K +620 +11%
S
1828
Seeyond
France
$624K -$386K -3,870 -39%
CG
1829
Corundum Group
Colorado
$622K +$31.5K +316 +5%
EF
1830
Empowered Funds
Pennsylvania
$622K +$35.9K +360 +6%
FI
1831
Fosun International
China
$620K +$598K +6,000 New
WWMSC
1832
Wagner Wealth Management (South Carolina)
South Carolina
$618K +$8.28K +83 +2%
LWMM
1833
Legacy Wealth Management (Mississippi)
Mississippi
$615K +$4.99K +50 +0.8%
EW
1834
Evoke Wealth
California
$615K -$158K -1,588 -21%
AA
1835
Advisory Alpha
Michigan
$615K -$46.3K -464 -7%
PVH
1836
Psagot Value Holdings
Israel
$615K – – –
WPW
1837
Warther Private Wealth
Ohio
$614K +$361K +3,616 +160%
RFM
1838
Royal Fund Management
Florida
$613K -$53.9K -540 -8%
PCM
1839
Palisade Capital Management
New Jersey
$613K – – –
CBT
1840
Central Bank & Trust
Kentucky
$611K +$4.89K +49 +0.8%
HIIFS
1841
Harel Insurance Investments & Financial Services
Israel
$609K -$227K -2,280 -28%
CBA
1842
Coastal Bridge Advisors
Connecticut
$609K -$91.3K -915 -13%
AWM
1843
Accurate Wealth Management
Florida
$606K +$88.1K +883 +18%
ARMT
1844
Amica Retiree Medical Trust
Rhode Island
$603K -$1.01M -10,082 -63%
AFS
1845
Axiom Financial Strategies
Indiana
$603K +$698 +7 +0.1%
WMA
1846
Wealth Management Associates
New Jersey
$603K +$100 +1 +0%
CCM
1847
CAAS Capital Management
New York
$599K -$419K -4,200 -42%
OF
1848
Outfitter Financial
Maine
$599K – – –
EWM
1849
Edge Wealth Management
New York
$599K +$4.59K +46 +0.8%
VWM
1850
Vigilare Wealth Management
Arizona
$598K -$82.1K -823 -12%
72 73
74
75 76