We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
AAI
2326
American Assets Inc
California
$746K – – –
OIM
2327
Opus Investment Management
Massachusetts
$746K – – –
TNB
2328
Thomasville National Bank
Georgia
$744K -$84.2K -557 -10%
GA
2329
Gateway Advisory
New Jersey
$743K -$3.94M -26,074 -84%
HFRG
2330
Houlihan Financial Resource Group
Virginia
$742K +$111K +731 +17%
JWWM
2331
Johnson & White Wealth Management
Pennsylvania
$741K +$19.7K +130 +3%
SL
2332
Salomon & Ludwin
Virginia
$740K – – –
SWM
2333
Sterling Wealth Management
Illinois
$738K +$749K +4,951 New
BWM
2334
Baystate Wealth Management
Massachusetts
$738K +$148K +979 +25%
AA
2335
Addison Advisors
Vermont
$735K +$63.5K +420 +9%
SFC
2336
Sprinkle Financial Consultants
Colorado
$733K +$743K +4,911 New
MCM
2337
Mendel Capital Management
Arkansas
$732K +$10.9K +72 +1%
SC
2338
Sierra Capital
Florida
$732K -$18.3K -121 -2%
SP
2339
Successful Portfolios
Florida
$730K +$101K +671 +16%
CRA
2340
Clear Rock Advisors
Texas
$730K +$731K +4,835 New
Larson Financial Group
2341
Larson Financial Group
Missouri
$730K +$88.5K +585 +14%
JB Capital
2342
JB Capital
Connecticut
$728K +$12.9K +85 +2%
VCG
2343
Vantage Consulting Group
Virginia
$726K +$68.1K +450 +10%
SC
2344
Steph & Co
Wisconsin
$724K -$54K -357 -7%
JHP
2345
James Hambro & Partners
United Kingdom
$718K -$6.81K -45 -0.9%
SWIM
2346
Smallwood Wealth Investment Management
New Jersey
$717K -$56.7K -375 -7%
MFS
2347
Monetta Financial Services
Illinois
$716K +$726K +4,800 New
MCWA
2348
Meadow Creek Wealth Advisors
Georgia
$716K +$726K +4,799 New
HIA
2349
HTG Investment Advisors
Connecticut
$713K – – –
SP
2350
Saranac Partners
$712K -$722K -4,773 -50%