We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
2451
J.L. Bainbridge & Co
Florida
$706K – – –
RIG
2452
Renaissance Investment Group
Massachusetts
$704K -$260K -1,721 -28%
OA
2453
Operose Advisors
Wisconsin
$704K +$533K +3,530 +377%
AIIMS
2454
Analyst IMS Investment Management Services
Israel
$704K +$316K +2,094 +88%
SFA
2455
Semmax Financial Advisors
North Carolina
$704K +$89K +590 +16%
RMSCM
2456
R.M. Sincerbeaux Capital Management
New York
$702K – – –
SL
2457
Sentinus LLC
Illinois
$701K +$670K +4,442 New
WDL
2458
Well Done LLC
Michigan
$699K +$57.8K +383 +9%
BWM
2459
Birchcreek Wealth Management
Ohio
$697K +$27.5K +182 +4%
AAG
2460
Armstrong Advisory Group
Massachusetts
$697K – – –
MPW
2461
Monterey Private Wealth
California
$697K +$3.47K +23 +0.5%
FHC
2462
First Heartland Consultants
Missouri
$697K +$9.36K +62 +1%
TWA
2463
Talisman Wealth Advisors
New Jersey
$697K -$38.6K -256 -5%
WPA
2464
Winning Points Advisors
Florida
$697K – – –
CF
2465
Copperwynd Financial
Arizona
$696K -$198K -1,312 -23%
CM
2466
Cercano Management
Washington
$695K – – –
MFG
2467
Mainsail Financial Group
Washington
$695K +$22.8K +151 +4%
AWA
2468
Amplius Wealth Advisors
Pennsylvania
$694K +$7.7K +51 +1%
CCG
2469
Coastwise Capital Group
California
$694K +$42.9K +284 +7%
AWM
2470
Atticus Wealth Management
Florida
$694K +$37.7K +250 +6%
KWM
2471
Kolinsky Wealth Management
New Jersey
$694K +$37.9K +251 +6%
HCM
2472
Hutner Capital Management
Vermont
$690K – – –
HA
2473
Harbor Advisors
Florida
$690K – – –
IAA
2474
Ironsides Asset Advisors
North Carolina
$689K +$421K +2,793 +177%
AA
2475
AF Advisors
California
$689K – – –
97 98
99
100 101