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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2326
CV Advisors
Florida
$903K -$94.4K -620 -9%
CLOS
2327
Compagnie Lombard Odier SCmA
Switzerland
$902K -$2.13K -14 -0.2%
CCM
2328
CFO Capital Management
Connecticut
$900K +$900K +5,906 New
GSCM
2329
Greenfield Seitz Capital Management
Texas
$900K – – –
SR
2330
Syntax Research
Florida
$899K +$63.4K +416 +8%
CHA
2331
Cooper/Haims Advisors
New York
$897K -$56.7K -372 -6%
PAG
2332
Powers Advisory Group
Illinois
$896K +$61.7K +405 +7%
IIC
2333
Integrated Investment Consultants
Michigan
$895K -$229K -1,501 -20%
6F
2334
626 Financial
Michigan
$894K +$1.83K +12 +0.2%
FFL
2335
Future Fund LLC
Illinois
$893K -$122K -798 -12%
AWP
2336
Ascent Wealth Partners
New York
$891K -$3.65K -24 -0.4%
CSPIA
2337
Cary Street Partners Investment Advisory
Virginia
$891K -$35.3K -232 -4%
AWM
2338
Accel Wealth Management
Iowa
$890K -$48.7K -320 -5%
PFA
2339
Perryman Financial Advisory
Texas
$890K +$889K +5,840 New
AFCM
2340
Applied Finance Capital Management
Puerto Rico
$890K -$61.2K -402 -6%
SIM
2341
Sterling Investment Management
Arizona
$889K +$9.9K +65 +1%
VCM
2342
Vision Capital Management
Oregon
$889K – – –
PP
2343
Pingora Partners
Wyoming
$887K +$292K +1,920 +49%
ZIG
2344
Zullo Investment Group
Pennsylvania
$887K -$12.9K -85 -1%
PPC
2345
Park Place Capital
Alabama
$887K -$60.5K -397 -6%
W
2346
Wealthquest
Ohio
$887K +$886K +5,818 New
UW
2347
Unique Wealth
Florida
$886K +$762 +5 +0.1%
PWM
2348
Partnership Wealth Management
Maryland
$884K – – –
ERWM
2349
Elk River Wealth Management
Colorado
$883K – – –
OAM
2350
Occidental Asset Management
California
$882K -$65K -427 -7%
92 93
94
95 96