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ícone de CVS

CVS Health
CVS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pension & Wealth Management Advisors
1951
Pension & Wealth Management Advisors
Massachusetts
US$ 20,7 mil – – –
LifeSteps Financial
1952
LifeSteps Financial
California
US$ 20,7 mil +US$ 17,9 mil +200 Nova
Montgomery Financial Services
1953
Montgomery Financial Services
Maryland
US$ 20,5 mil +US$ 17,7 mil +198 Nova
SIM
1954
Synergy Investment Management
Florida
US$ 20,3 mil +US$ 10,1 mil +113 +141%
Bay Harbor Wealth Management
1955
Bay Harbor Wealth Management
Maryland
US$ 20,1 mil +US$ 6,34 mil +71 +58%
Raffa Wealth Management
1956
Raffa Wealth Management
District of Columbia
US$ 19,4 mil +US$ 2,59 mil +29 +18%
Virginia Estate & Retirement Planning Advisors
1957
Virginia Estate & Retirement Planning Advisors
Virginia
US$ 19,3 mil – – –
DHJJ Financial Advisors
1958
DHJJ Financial Advisors
Illinois
US$ 18,1 mil – – –
Washington Trust Advisors
1959
Washington Trust Advisors
Massachusetts
US$ 17,6 mil +US$ 1,16 mil +13 +8%
BOK Financial Private Wealth
1960
BOK Financial Private Wealth
Colorado
US$ 17,4 mil +US$ 15 mil +168 Nova
Maryland Capital Advisors
1961
Maryland Capital Advisors
Maryland
US$ 16,3 mil +US$ 14,1 mil +158 Nova
DiNuzzo Private Wealth
1962
DiNuzzo Private Wealth
Pennsylvania
US$ 16,2 mil – – –
Lodestone Wealth Management
1963
Lodestone Wealth Management
Washington
US$ 16,1 mil – – –
Cherry Tree Wealth Management
1964
Cherry Tree Wealth Management
Minnesota
US$ 15,7 mil -US$ 4,46 mil -50 -25%
Burk Holdings
1965
Burk Holdings
Oklahoma
US$ 15,5 mil – – –
GCM
1966
Gunpowder Capital Management
Maryland
US$ 15,5 mil – – –
MRP Capital Investments
1967
MRP Capital Investments
Georgia
US$ 15,5 mil +US$ 13,4 mil +150 Nova
Richardson Financial Services
1968
Richardson Financial Services
Massachusetts
US$ 14,5 mil -US$ 1,78 mil -20 -13%
Lugano Financial Advisors SA (LFA)
1969
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 14,5 mil – – –
Evermay Wealth Management
1970
Evermay Wealth Management
Virginia
US$ 14,1 mil +US$ 12,1 mil +136 Nova
Chilton Capital Management
1971
Chilton Capital Management
Texas
US$ 14 mil -US$ 2,77 mil -31 -19%
HFM Investment Advisors
1972
HFM Investment Advisors
New Jersey
US$ 13,3 mil +US$ 1,96 mil +22 +21%
Accordant Advisory Group
1973
Accordant Advisory Group
Maryland
US$ 12,9 mil – – –
MWA
1974
Miller Wealth Advisors
Colorado
US$ 12,9 mil – – –
Field & Main Bank
1975
Field & Main Bank
Kentucky
US$ 12,9 mil +US$ 11,2 mil +125 Nova
77 78
79
80 81