We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2376
Circle Wealth Management
New Jersey
$213K – – –
UAML
2377
US Asset Management LLC
Pennsylvania
$213K +$209K +2,100 New
NG
2378
NWK Group
California
$212K -$34.9K -350 -14%
WA
2379
Wambolt & Associates
Colorado
$211K -$11.1K -111 -5%
IP
2380
Isthmus Partners
Wisconsin
$211K – – –
CBOR
2381
Community Bank of Raymore
Missouri
$211K +$17K +170 +9%
PHAM
2382
Palisades Hudson Asset Management
Florida
$208K -$6.98K -70 -3%
BA
2383
Ballew Advisors
Mississippi
$208K +$192K +1,926 New
OWA
2384
One Wealth Advisors
California
$208K +$205K +2,055 New
PS
2385
Portfolio Solutions
Michigan
$207K -$9.97K -100 -5%
FWP
2386
Falcon Wealth Planning
California
$207K +$204K +2,042 New
PCM
2387
Pointe Capital Management
Michigan
$206K -$288K -2,890 -59%
SNBOSD
2388
Security National Bank of So Dak
Iowa
$206K -$128K -1,280 -39%
PAI
2389
Pittenger & Anderson Inc
Nebraska
$206K -$72.3K -725 -26%
GCMG
2390
Gyroscope Capital Management Group
Florida
$206K -$19.9K -200 -9%
LCS
2391
Levin Capital Strategies
New York
$206K – – –
TWM
2392
Triton Wealth Management
Arizona
$206K +$188K +1,883 New
FP
2393
Financial Perspectives
Minnesota
$204K – – –
WWM
2394
Windsor Wealth Management
Indiana
$204K -$77.3K -775 -28%
BI
2395
Blooom Inc
Kansas
$204K +$4.29K +43 +2%
NFG
2396
Nadler Financial Group
Illinois
$203K -$81.7K -819 -29%
TCWA
2397
Ten Capital Wealth Advisors
Washington
$203K -$24.9K -250 -11%
HAIM
2398
Hunter Associates Investment Management
Pennsylvania
$203K – – –
II
2399
Inspire Investing
Idaho
$203K – – –
MCC
2400
Malaga Cove Capital
California
$203K – – –
94 95
96
97 98