We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2401
Faithward Advisors
Pennsylvania
$823K +$74.4K +475 +11%
SAM
2402
Sompo Asset Management
Japan
$821K -$1.12M -7,186 -59%
AP
2403
Atwood & Palmer
Missouri
$820K -$2.5K -16 -0.3%
OFO
2404
OneAscent Family Office
Alabama
$820K +$402K +2,567 +110%
EFG
2405
Ethos Financial Group
Pennsylvania
$819K +$29K +185 +3%
PPWM
2406
Paragon Private Wealth Management
Kentucky
$817K -$21.4K -137 -3%
MPW
2407
Monterey Private Wealth
California
$816K +$3.13K +20 +0.4%
MPM
2408
Meritage Portfolio Management
Kansas
$815K -$4.63M -29,558 -86%
HCP
2409
Hardin Capital Partners
South Carolina
$813K -$53.4K -341 -7%
MWM
2410
Moulton Wealth Management
Washington
$811K +$313 +2 +0%
BL
2411
Balentine LLC
Georgia
$811K -$115K -737 -13%
LPAM
2412
Lodestar Private Asset Management
California
$811K -$38.5K -246 -5%
CWMGP
2413
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$811K -$234K -1,494 -24%
LF
2414
LifeSteps Financial
California
$810K +$313 +2 +0%
FNBSF
2415
First National Bank Sioux Falls
South Dakota
$809K +$77.5K +495 +11%
HIA
2416
HTG Investment Advisors
Connecticut
$808K – – –
FFL
2417
Future Fund LLC
Illinois
$808K +$756K +4,831 New
EFA
2418
Evernest Financial Advisors
Indiana
$808K +$180K +1,149 +31%
GWSG
2419
GPS Wealth Strategies Group
Colorado
$805K -$140K -895 -16%
WS
2420
Wela Strategies
Georgia
$804K +$752K +4,804 New
JHP
2421
James Hambro & Partners
United Kingdom
$804K – – –
AWM
2422
Act Wealth Management
Texas
$802K +$51.5K +329 +7%
CCA
2423
Cottonwood Capital Advisors
Utah
$801K +$1.41K +9 +0.2%
BOM
2424
Bank of Marin
California
$799K -$176K -1,125 -19%
DIP
2425
Davis Investment Partners
North Carolina
$799K +$572K +3,655 +162%
95 96
97
98 99