We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
2301
Zullo Investment Group
Pennsylvania
$1.33M +$108K +593 +10%
CSB
2302
City State Bank
Iowa
$1.32M +$2.19K +12 +0.2%
FPB
2303
First PREMIER Bank
South Dakota
$1.32M -$29K -159 -2%
BL
2304
Balentine LLC
Georgia
$1.32M -$100K -550 -8%
SWM
2305
Sendero Wealth Management
Texas
$1.32M -$24.8K -136 -2%
NIM
2306
Nexus Investment Management
Ontario, Canada
$1.32M -$229K -1,255 -16%
SIM
2307
Samara Investment Management
Oregon
$1.32M +$1.16M +6,374 New
CIS
2308
Capital International Sarl
California
$1.32M -$2.74M -15,027 -70%
MAM
2309
Milestone Asset Management
Pennsylvania
$1.32M -$589K -3,232 -34%
BFG
2310
Birch Financial Group
New Hampshire
$1.32M -$15K -82 -1%
AWM
2311
Accel Wealth Management
Iowa
$1.32M +$94.1K +516 +9%
PPG
2312
Peak Planning Group
Colorado
$1.31M +$68.2K +374 +6%
TSMHT
2313
Thurston Springer Miller Herd & Titak
Indiana
$1.31M -$495K -2,713 -30%
SSG
2314
Summit Securities Group
New York
$1.31M -$1.27M -6,954 -52%
BI
2315
Bolthouse Investments
California
$1.31M – – –
FGA
2316
Fortis Group Advisors
New Jersey
$1.31M +$24.6K +135 +2%
BEAM
2317
Baker Ellis Asset Management
Washington
$1.31M -$18.2K -100 -2%
PFA
2318
Perryman Financial Advisory
Texas
$1.31M +$88.1K +483 +8%
LWMM
2319
Legacy Wealth Management (Mississippi)
Mississippi
$1.3M +$239K +1,309 +26%
TWPM
2320
Total Wealth Planning & Management
Florida
$1.3M -$367K -2,012 -24%
CNBT
2321
Cornerstone National Bank & Trust
Illinois
$1.3M -$38.5K -211 -3%
GIPW
2322
Granite Islands Private Wealth
Connecticut
$1.3M +$89.5K +491 +8%
AIM
2323
Alhambra Investment Management
Florida
$1.3M +$30.1K +165 +3%
HIMS
2324
Hager Investment Management Services
New Hampshire
$1.3M +$177K +968 +18%
JGUA
2325
John G. Ullman & Associates
New York
$1.3M -$27.4K -150 -2%
91 92
93
94 95