We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2301
Prestige Wealth Management Group
New Jersey
$166K -$104K -879 -39%
CIA
2302
Cascade Investment Advisors
Oregon
$166K – – –
HGWM
2303
Harvest Group Wealth Management
Massachusetts
$164K +$157K +1,329 New
CA
2304
Centerpoint Advisors
Massachusetts
$158K – – –
HR
2305
Howe & Rusling
New York
$157K -$52.3K -442 -26%
HCM
2306
Hilton Capital Management
New York
$156K +$105K +891 +238%
SMG
2307
Spectrum Management Group
Indiana
$153K -$20.1K -170 -12%
IFA
2308
Interactive Financial Advisors
Illinois
$152K +$146K +1,236 New
LGWM
2309
Litman Gregory Wealth Management
California
$149K -$45.8K -387 -24%
FWM
2310
Focused Wealth Management
New York
$145K +$355 +3 +0.3%
LWA
2311
Lowe Wealth Advisors
Maryland
$145K +$2.01K +17 +1%
BL
2312
Balentine LLC
Georgia
$143K -$16.3K -138 -11%
ST
2313
Sageworth Trust
Pennsylvania
$140K +$134K +1,133 +18,883%
CIM
2314
Contravisory Investment Management
Massachusetts
$137K – – –
LWM
2315
Lenox Wealth Management
Ohio
$136K +$24.1K +204 +23%
LFG
2316
LifePlan Financial Group
Ohio
$127K – – –
TCM
2317
TD Capital Management
Tennessee
$127K – – –
SAS
2318
Stelac Advisory Services
New York
$126K – – –
CSC
2319
Cove Street Capital
California
$123K – – –
FWC
2320
First Washington Corp
Washington
$123K – – –
FEG
2321
Financial Enhancement Group
Indiana
$123K +$14.1K +119 +14%
SCM
2322
Shelton Capital Management
Colorado
$121K -$16.9M -143,215 -91%
WCMN
2323
Westchester Capital Management (Nebraska)
Nebraska
$118K -$8.28K -70 -7%
CT
2324
Clearstead Trust
Maine
$118K – – –
LD
2325
Lipe & Dalton
New York
$115K -$118K -1,000 -52%
91 92
93
94 95