We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
APG
2051
Abacus Planning Group
South Carolina
$790K +$130K +789 +17%
LCM
2052
Leisure Capital Management
California
$789K +$18K +109 +2%
DLHL
2053
Donald L. Hagan LLC
Florida
$789K +$74.1K +448 +9%
MGAM
2054
McGowan Group Asset Management
Texas
$785K +$20.3K +123 +2%
SP
2055
Successful Portfolios
Florida
$784K +$22.3K +135 +3%
RFM
2056
Royal Fund Management
Florida
$783K -$80K -484 -8%
ACM
2057
Alta Capital Management
Utah
$773K +$2.31K +14 +0.3%
GWM
2058
Gray Wealth Management
Maine
$771K +$7.11K +43 +0.8%
AC
2059
Avestar Capital
New York
$769K +$332K +2,006 +61%
DOA
2060
D'Orazio & Associates
Virginia
$767K +$35.5K +215 +4%
JHCP
2061
Jackson Hole Capital Partners
Oklahoma
$766K +$21.5K +130 +3%
GWSG
2062
GPS Wealth Strategies Group
Colorado
$765K +$55K +333 +7%
JMFC
2063
J.M. Forbes & Co
Massachusetts
$764K -$11.6K -70 -1%
S
2064
Schroders
United Kingdom
$763K -$498K -3,015 -36%
WAM
2065
WFA Asset Management
Wisconsin
$761K +$7.44K +45 +0.9%
WI
2066
WrapManager Inc
California
$760K -$617K -3,734 -42%
PTC
2067
Philadelphia Trust Company
Pennsylvania
$760K -$305K -1,845 -26%
CAM
2068
Covenant Asset Management
New Jersey
$759K +$21.3K +129 +3%
DI
2069
DFPG Investments
Utah
$758K +$171K +1,034 +24%
ODFS
2070
O'Donnell Financial Services
California
$757K – – –
BCM
2071
Blume Capital Management
California
$757K +$48.1K +291 +6%
SFFS
2072
Stonehage Fleming Financial Services
Jersey
$757K +$817K +4,940 +1,733%
SWM
2073
Salvus Wealth Management
New Jersey
$756K +$3.14K +19 +0.4%
WF
2074
Wayfinding Financial
Washington
$755K -$8.27K -50 -0.9%
BDWM
2075
Brewin Dolphin Wealth Management
Ireland
$754K – – –