We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
2376
Evergreen Wealth Solutions
Pennsylvania
$751K -$71K -504 -9%
OAM
2377
Occidental Asset Management
California
$751K +$1.41K +10 +0.2%
TCM
2378
Tang Capital Management
California
$750K -$64.6K -458 -8%
CWA
2379
Consilium Wealth Advisory
Texas
$748K -$115K -819 -14%
VBFG
2380
Vishria Bird Financial Group
Tennessee
$747K – – –
W
2381
Wealthquest
Ohio
$744K -$25.2K -179 -3%
CSPIA
2382
Cary Street Partners Investment Advisory
Virginia
$743K -$43.4K -308 -6%
MCWA
2383
Meadow Creek Wealth Advisors
Georgia
$742K -$12K -85 -2%
AA
2384
Auxano Advisors
Washington
$742K -$28.5K -202 -4%
Accredited Investors
2385
Accredited Investors
Minnesota
$742K -$15.1K -107 -2%
LWAM
2386
Legacy Wealth Asset Management
Minnesota
$742K +$2.26K +16 +0.3%
TF
2387
Tudor Financial
Ohio
$741K -$13.8K -98 -2%
NRG
2388
Nemes Rush Group
Michigan
$741K -$57.2K -406 -7%
RF
2389
Rossby Financial
Florida
$739K +$23.3K +165 +3%
SR
2390
Syntax Research
Florida
$739K +$99K +702 +16%
EWM
2391
Edge Wealth Management
New York
$738K +$8.18K +58 +1%
LCG
2392
Lakeshore Capital Group
Illinois
$736K +$113K +803 +19%
WAG
2393
Winthrop Advisory Group
Massachusetts
$735K +$78.5K +557 +12%
BT
2394
Brandywine Trust
Delaware
$734K – – –
WS
2395
Wela Strategies
Georgia
$734K +$45.8K +325 +7%
WI
2396
Wedgewood Investors
Pennsylvania
$733K – – –
PA
2397
Prossimo Advisors
California
$732K -$57.2K -406 -7%
RCG
2398
Regatta Capital Group
California
$732K -$71.9K -510 -9%
SWM
2399
Scissortail Wealth Management
Oklahoma
$732K +$8.04K +57 +1%
W
2400
WorthPointe
California
$730K -$5.22K -37 -0.7%