We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2001
Wealth Quarterback
New Jersey
$855K +$976K +5,904 New
MWM
2002
Moulton Wealth Management
Washington
$854K – – –
OF
2003
Outfitter Financial
Maine
$854K – – –
SWMP
2004
Signature Wealth Management Partners
New Jersey
$853K -$90.3K -546 -8%
SA
2005
SAM Advisors
California
$851K -$8.6K -52 -0.9%
CG
2006
Corundum Group
Colorado
$849K -$131K -791 -12%
ERWM
2007
Elk River Wealth Management
Colorado
$849K – – –
EW
2008
Evoke Wealth
California
$849K +$12.1K +73 +1%
PP
2009
Paloma Partners
Connecticut
$848K -$1.91M -11,563 -66%
PCM
2010
Palisade Capital Management
New Jersey
$848K -$13.7K -83 -1%
SSWM
2011
Sheets Smith Wealth Management
North Carolina
$847K -$52.2K -316 -5%
LIA
2012
LBMC Investment Advisors
Tennessee
$846K -$90.9K -550 -9%
MPPLM
2013
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$845K +$56.4K +341 +6%
SPA
2014
Shore Point Advisors
New Jersey
$843K -$962K -5,820 -50%
SIA
2015
SkyView Investment Advisors
New Jersey
$842K +$47.1K +285 +5%
WCG
2016
Weaver Consulting Group
California
$841K -$1.49K -9 -0.2%
MM
2017
MQS Management
New York
$841K +$960K +5,808 New
BIM
2018
Bridgecreek Investment Management
Oklahoma
$839K -$2.37M -14,347 -71%
MA
2019
MONECO Advisors
Connecticut
$839K +$169K +1,020 +21%
GP
2020
Greenline Partners
New York
$834K -$100K -605 -10%
W
2021
WorthPointe
California
$834K +$496 +3 +0.1%
SRSA
2022
S.R. Schill & Associates
Washington
$833K -$49.6K -300 -5%
BFA
2023
BMS Financial Advisors
South Dakota
$832K +$59.5K +360 +7%
GG
2024
Golden Green
South Carolina
$830K +$86.1K +521 +10%
UIA
2025
UBP Investment Advisors
Switzerland
$830K +$950K +5,749 New
79 80
81
82 83