We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1851
SkyOak Wealth
Michigan
$747K +$730K +6,197 New
RCA
1852
Rowland Carmichael Advisors
Arizona
$742K +$6.36K +54 +0.9%
PSP
1853
Principal Street Partners
Tennessee
$741K -$179K -1,520 -20%
TGAM
1854
TBH Global Asset Management
Tennessee
$738K +$721K +6,120 New
BCP
1855
Berkeley Capital Partners
Georgia
$737K +$66.2K +562 +10%
CMO
1856
Covenant Multifamily Offices
Texas
$734K +$153K +1,300 +27%
JLBC
1857
J.L. Bainbridge & Co
Florida
$732K -$3.18K -27 -0.4%
SMFS
1858
Squar Milner Financial Services
California
$727K -$396K -3,359 -36%
WA
1859
Wheatland Advisors
Pennsylvania
$726K -$177K -1,500 -20%
CM
1860
CoreCommodity Management
Connecticut
$725K – – –
FSC
1861
Full Sail Capital
Oklahoma
$723K +$51.9K +441 +7%
PFA
1862
Pettinga Financial Advisors
Indiana
$720K +$74.3K +631 +12%
WBC
1863
West Branch Capital
Massachusetts
$718K +$420K +3,569 +149%
MPW
1864
Monterey Private Wealth
California
$718K +$702K +5,962 New
FCMC
1865
Founders Capital Management (Connecticut)
Connecticut
$715K – – –
MFW
1866
Meristem Family Wealth
Minnesota
$712K -$2K -17 -0.3%
ONST
1867
Old North State Trust
North Carolina
$712K +$42.6K +362 +7%
PCG
1868
Private Capital Group
Connecticut
$711K -$369K -3,136 -35%
SA
1869
Shilanski & Associates
Alaska
$711K -$7.77K -66 -1%
APC
1870
Aspire Private Capital
North Carolina
$710K +$9.54K +81 +1%
JWM
1871
JGP Wealth Management
Oregon
$709K – – –
SAM
1872
S.A. Mason
Michigan
$709K +$693K +5,886 New
WP
1873
WealthPLAN Partners
Nebraska
$708K -$3.89K -33 -0.5%
MW
1874
Marcum Wealth
Ohio
$707K +$691K +5,870 New
MFP
1875
Meridian Financial Partners
Virginia
$706K -$88.9K -755 -11%
73 74
75
76 77