We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
2101
Shore Point Advisors
New Jersey
$916K – – –
BWCS
2102
Beirne Wealth Consulting Services
Connecticut
$913K – – –
CHP
2103
Cable Hill Partners
Oregon
$913K -$7.54K -47 -0.8%
ERWM
2104
Elk River Wealth Management
Colorado
$911K -$68.9K -430 -7%
TA
2105
Tectonic Advisors
Texas
$910K -$4.33K -27 -0.5%
PA
2106
Prossimo Advisors
California
$909K +$926K +5,779 New
RFA
2107
Register Financial Advisors
Georgia
$909K +$153K +957 +20%
NFA
2108
Northern Financial Advisors
Michigan
$908K +$3.05K +19 +0.3%
III
2109
Independent Investors Inc
New York
$908K – – –
SWA
2110
SOA Wealth Advisors
New York
$905K +$5.93K +37 +0.6%
PMG
2111
Private Management Group
California
$905K +$81K +505 +10%
FFS
2112
Founders Financial Securities
Maryland
$902K -$131K -820 -13%
OCG
2113
Opus Capital Group
Ohio
$902K – – –
CWA
2114
Centennial Wealth Advisory
Michigan
$901K -$309K -1,929 -25%
CA
2115
Carson Advisory
Georgia
$900K -$1.44K -9 -0.2%
BAG
2116
Bridgewealth Advisory Group
California
$898K +$15.2K +95 +2%
SXL
2117
Summit X LLC
Missouri
$897K +$169K +1,052 +23%
GWM
2118
Gray Wealth Management
Maine
$896K +$26K +162 +3%
SIC
2119
Samalin Investment Counsel
New York
$893K +$240K +1,500 +36%
FPGK
2120
Financial Partners Group (Kansas)
Kansas
$892K +$93.9K +586 +12%
FG
2121
Foster Group
Iowa
$891K +$86.1K +537 +10%
CF
2122
Copperwynd Financial
Arizona
$888K -$1.49M -9,316 -62%
LGA
2123
Lebenthal Global Advisors
New York
$887K +$291K +1,813 +47%
ARMT
2124
Amica Retiree Medical Trust
Rhode Island
$887K – – –
CNBT
2125
Cornerstone National Bank & Trust
Illinois
$887K -$98.9K -617 -10%
83 84
85
86 87