We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2076
WMS Partners
Maryland
$1.04M -$434K -2,872 -29%
WQ
2077
Wealth Quarterback
New Jersey
$1.04M +$50.7K +335 +5%
SF
2078
Summit Financial
New Jersey
$1.04M +$21K +139 +2%
CCA
2079
Conservest Capital Advisors
Pennsylvania
$1.04M -$67.3K -445 -6%
AFM
2080
Abbot Financial Management
Massachusetts
$1.04M +$40.8K +270 +4%
PWA
2081
Provenance Wealth Advisors
Florida
$1.03M +$63.2K +418 +6%
WKWM
2082
Walter & Keenan Wealth Management
Indiana
$1.03M +$69K +456 +7%
BWP
2083
Balboa Wealth Partners
Arizona
$1.03M +$454 +3 +0%
DF
2084
Donoghue Forlines
Massachusetts
$1.03M +$72K +476 +7%
VFA
2085
Voya Financial Advisors
Connecticut
$1.03M +$20.7K +137 +2%
TFA
2086
Transamerica Financial Advisors
Florida
$1.03M -$259K -1,713 -20%
MCC
2087
Money Concepts Capital
Florida
$1.03M -$34.5K -228 -3%
PSC
2088
Portman Square Capital
United Kingdom
$1.03M +$1.04M +6,873 New
CAM
2089
Campion Asset Management
Virginia
$1.02M – – –
ESBC
2090
E.S. Barr & Co
Kentucky
$1.02M – – –
XT
2091
XTX Topco
Cayman Islands
$1.02M +$1.04M +6,854 New
CWP
2092
Core Wealth Partners
California
$1.02M +$33.4K +221 +3%
NQWM
2093
Northwest Quadrant Wealth Management
Oregon
$1.01M -$19.8K -131 -2%
CIM
2094
CIM Investment Management
Pennsylvania
$1.01M – – –
PWP
2095
Phillips Wealth Planners
Mississippi
$1.01M +$46.9K +310 +5%
MIM
2096
Merrion Investment Management
New Jersey
$1.01M +$30.2K +200 +3%
OWM
2097
OneAscent Wealth Management
Alabama
$1.01M +$50.8K +336 +5%
DG
2098
DMC Group
Alabama
$1.01M -$3.02K -20 -0.3%
CIA
2099
Cascade Investment Advisors
Oregon
$1.01M +$19.7K +130 +2%
VC
2100
Vicus Capital
Pennsylvania
$1M -$198K -1,311 -16%
82 83
84
85 86