We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
2051
Jackson Hole Capital Partners
Oklahoma
$611K -$25.8K -227 -4%
BDWM
2052
Brewin Dolphin Wealth Management
Ireland
$611K – – –
VIA
2053
Vident Investment Advisory
Georgia
$610K -$182K -1,605 -24%
NED
2054
Nancy E. Dempze
$608K +$23.4K +206 +4%
WAM
2055
WFA Asset Management
Wisconsin
$607K +$587K +5,171 New
RWB
2056
RMR Wealth Builders
New Jersey
$606K -$195K -1,715 -25%
Members Trust
2057
Members Trust
Florida
$604K -$110K -972 -16%
CWM
2058
Chemistry Wealth Management
New York
$604K +$585K +5,146 New
NLP
2059
Next Level Private
New York
$604K +$585K +5,146 New
BW
2060
Bison Wealth
Georgia
$603K -$172K -1,514 -23%
GM
2061
GeoWealth Management
Illinois
$603K +$45.9K +404 +9%
BT
2062
Brandywine Trust
Delaware
$602K – – –
SIC
2063
Samalin Investment Counsel
New York
$601K -$16.7K -147 -3%
FAT
2064
First American Trust
California
$601K -$795 -7 -0.1%
EA
2065
Eclectic Associates
California
$601K +$4.54K +40 +0.8%
BEAM
2066
Baker Ellis Asset Management
Washington
$601K +$45.5K +401 +8%
RSS
2067
Rosenblum Silverman Sutton
California
$600K – – –
MPPLM
2068
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$600K +$19.1K +168 +3%
WP
2069
WealthShield Partners
North Carolina
$600K +$340K +2,990 +141%
BAM
2070
Brave Asset Management
New Jersey
$598K – – –
CA
2071
Cornerstone Advisory
Maryland
$597K +$216K +1,900 +60%
BFA
2072
BMS Financial Advisors
South Dakota
$595K +$576K +5,068 New
IA
2073
IAM Advisory
Pennsylvania
$594K +$568 +5 +0.1%
FA
2074
Fountainhead AM
New Jersey
$594K +$90.6K +798 +19%
AI
2075
Accredited Investors
Minnesota
$593K -$37.5K -330 -6%