We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1926
Core Wealth Partners
California
$1.42M +$38.9K +251 +3%
CP
1927
Covenant Partners
Tennessee
$1.42M +$264K +1,704 +23%
GA
1928
GoalVest Advisory
New York
$1.42M +$121K +779 +9%
LSPW
1929
Lake Street Private Wealth
Illinois
$1.42M -$53.1K -343 -4%
MFS
1930
Madrona Financial Services
Washington
$1.41M +$11.6K +75 +0.8%
CTC
1931
Cetera Trust Company
Minnesota
$1.41M – – –
RSA
1932
River Street Advisors
Illinois
$1.41M +$33K +213 +2%
MAA
1933
Mraz Amerine & Associates
California
$1.41M – – –
HWA
1934
Heartwood Wealth Advisors
Virginia
$1.4M +$103K +662 +8%
HW
1935
HORAN Wealth
Ohio
$1.4M +$715K +4,616 +105%
IWM
1936
Iams Wealth Management
Nebraska
$1.4M +$138K +893 +11%
ACM
1937
Adalta Capital Management
New York
$1.39M -$15.5K -100 -1%
SIA
1938
Schear Investment Advisers
Ohio
$1.39M – – –
TM
1939
TigerOak Management
New Mexico
$1.39M +$34.1K +220 +3%
CCA
1940
Cravens & Co Advisors
Tennessee
$1.39M -$310 -2 -0%
WAM
1941
Wolverine Asset Management
Illinois
$1.39M +$179K +1,156 +15%
NG
1942
Novem Group
New York
$1.38M +$1.04M +6,743 +314%
AWM
1943
Aprio Wealth Management
Georgia
$1.38M +$247K +1,595 +22%
LCM
1944
Leisure Capital Management
California
$1.38M -$3.1K -20 -0.2%
PFGIA
1945
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M -$185K -1,196 -12%
AWMG
1946
ADG Wealth Management Group
Louisiana
$1.37M – – –
BAM
1947
BOS Asset Management
Illinois
$1.37M -$2.01K -13 -0.1%
BFC
1948
Bedel Financial Consulting
Indiana
$1.37M +$49.9K +322 +4%
AR
1949
Advisory Research
Illinois
$1.37M -$58.1K -375 -4%
CP
1950
Creekside Partners
California
$1.37M – – –
76 77
78
79 80