We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2201
City State Bank
Iowa
$918K -$28.5K -179 -3%
OIA
2202
Optimum Investment Advisors
Illinois
$918K -$19.1K -120 -2%
KP
2203
Keel Point
Alabama
$918K +$11.3K +71 +1%
WFA
2204
WestHill Financial Advisors
California
$917K -$4.3K -27 -0.5%
SWM
2205
Salvus Wealth Management
New Jersey
$916K -$37.5K -235 -4%
CAM
2206
Costello Asset Management
Pennsylvania
$916K -$197K -1,238 -17%
IA
2207
IAM Advisory
Pennsylvania
$916K -$319 -2 -0%
MA
2208
MBA Advisors
Pennsylvania
$916K -$70.2K -440 -7%
NLP
2209
Next Level Private
New York
$914K -$638 -4 -0.1%
PFT
2210
Providence First Trust
Arizona
$912K – – –
SPA
2211
Shore Point Advisors
New Jersey
$910K – – –
CIA
2212
Compass Ion Advisors
Pennsylvania
$908K – – –
BWCS
2213
Beirne Wealth Consulting Services
Connecticut
$908K – – –
SCP
2214
Silverleafe Capital Partners
Tennessee
$908K +$1.12K +7 +0.1%
GWAM
2215
Guardian Wealth Advisors (Minnesota)
Minnesota
$907K -$1.59K -10 -0.2%
SCM
2216
Sterneck Capital Management
Missouri
$907K +$107K +671 +13%
FH
2217
FWG Holdings
Florida
$906K +$50.1K +314 +6%
JIP
2218
Jaffetilchin Investment Partners
Florida
$904K +$10.8K +68 +1%
VCM
2219
Virtue Capital Management
Tennessee
$903K -$72.1K -452 -7%
GWM
2220
Gibbs Wealth Management
Georgia
$903K +$320K +2,007 +53%
MIS
2221
Morningstar Investment Services
Illinois
$902K -$19.4M -121,785 -95%
SAM
2222
Smithbridge Asset Management
Pennsylvania
$900K -$1.07M -6,700 -54%
APG
2223
Abacus Planning Group
South Carolina
$897K -$19.9K -125 -2%
CF
2224
Clarity Financial
Texas
$895K +$54.7K +343 +6%
CFO
2225
Callan Family Office
Pennsylvania
$894K +$555K +3,479 +156%
87 88
89
90 91