We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2101
Avalon Capital Management
California
$208K -$9.37K -79 -5%
PWPS
2102
Pinnacle Wealth Planning Services
Ohio
$208K +$197K +1,660 New
CIC
2103
Chase Investment Counsel
Virginia
$207K -$8.66K -73 -4%
LFG
2104
LifePlan Financial Group
Ohio
$207K – – –
PDM
2105
Penn Davis McFarland
Texas
$207K +$196K +1,650 New
BCM
2106
Bourgeon Capital Management
Connecticut
$206K +$195K +1,646 New
AWM
2107
Avior Wealth Management
Nebraska
$206K +$299K +2,521 +19%
BHB
2108
Bank Hapoalim BM
Israel
$205K -$61.7K -520 -24%
IT
2109
Independence Trust
Tennessee
$204K +$193K +1,627 New
WCM Investment Management
2110
WCM Investment Management
California
$202K +$191K +1,610 New
SFA
2111
Stewardship Financial Advisors
Georgia
$201K +$191K +1,608 New
TIA
2112
Trust Investment Advisors
Indiana
$200K +$190K +1,600 New
NCM
2113
New Capital Management
Texas
$198K +$593 +5 +0.3%
MWM
2114
MinichMacGregor Wealth Management
New York
$196K +$119 +1 +0.1%
DCM
2115
Delpha Capital Management
New York
$196K +$186K +1,565 New
LFA
2116
Legacy Financial Advisors
Kentucky
$196K +$187K +1,573 New
DSN
2117
D. Scott Neal
Kentucky
$194K -$11.9K -100 -6%
IP
2118
Intellectus Partners
California
$194K – – –
PFGIA
2119
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$6.4K +54 +4%
IUHSA
2120
Itau Unibanco Holding S.A.
Brazil
$185K +$21.5K +181 +14%
LWA
2121
Lenox Wealth Advisors
New York
$176K +$166K +1,400 +15,556%
CA
2122
Centerpoint Advisors
Massachusetts
$168K +$159K +1,338 New
AC
2123
Avestar Capital
New York
$165K +$165K +1,394 New
IP
2124
Isthmus Partners
Wisconsin
$164K – – –
CFD
2125
Creative Financial Designs
Indiana
$163K -$9.37K -79 -6%