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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1876
Old Point Trust & Financial Services N A
Virginia
$555K – – –
CAM
1877
Covenant Asset Management
New Jersey
$554K – – –
1WM
1878
1900 Wealth Management
Texas
$554K +$10.6K +106 +2%
MFG
1879
Menard Financial Group
Texas
$553K -$997 -10 -0.2%
SAM
1880
Security Asset Management
New York
$552K – – –
GAM
1881
Gemmer Asset Management
California
$552K +$18K +180 +3%
SWM
1882
Salvus Wealth Management
New Jersey
$552K +$32.9K +330 +6%
AIP
1883
Almanack Investment Partners
Pennsylvania
$552K +$246K +2,470 +83%
CGFA
1884
Colton Groome Financial Advisors
North Carolina
$551K -$7.48K -75 -1%
MRCM
1885
M&R Capital Management
New Jersey
$551K -$4.99K -50 -0.9%
JHCP
1886
Jackson Hole Capital Partners
Oklahoma
$551K +$59K +592 +12%
PFGIA
1887
Patriot Financial Group Insurance Agency
Massachusetts
$551K +$63.6K +638 +13%
PCM
1888
Prelude Capital Management
New York
$550K +$541K +5,423 New
VCM
1889
Vision Capital Management
Oregon
$549K – – –
LA
1890
LVW Advisors
New York
$549K +$15.8K +158 +3%
CF
1891
Copperwynd Financial
Arizona
$547K +$22.8K +229 +4%
AI
1892
Accredited Investors
Minnesota
$546K +$3.89K +39 +0.7%
FMP
1893
Financial Management Professionals
Texas
$546K +$29.9K +300 +6%
LCM
1894
Leisure Capital Management
California
$542K – – –
W
1895
Wealthquest
Ohio
$539K -$24.6K -247 -4%
NFG
1896
Nations Financial Group
Iowa
$539K -$8.78K -88 -2%
NFSG
1897
Newbridge Financial Services Group
Florida
$539K +$334K +3,347 +170%
SIC
1898
Samalin Investment Counsel
New York
$534K -$282K -2,824 -35%
IFWM
1899
Institute for Wealth Management
Colorado
$533K -$2K -20 -0.4%
SP
1900
Successful Portfolios
Florida
$533K +$65.3K +655 +14%
74 75
76
77 78