We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1201
Venturi Wealth Management
Texas
$841K -$23.2K -330 -3%
RPC
1202
Rossmore Private Capital
Connecticut
$839K -$24.5K -349 -3%
EPA
1203
Element Pointe Advisors
Florida
$838K – – –
ADMI
1204
Albert D. Mason Inc
Massachusetts
$836K +$37.2K +530 +5%
TFA
1205
Teamwork Financial Advisors
Texas
$835K +$789K +11,242 New
GWCM
1206
Godshalk Welsh Capital Management
Pennsylvania
$834K +$117K +1,670 +17%
HAIM
1207
Hunter Associates Investment Management
Pennsylvania
$831K +$786K +11,188 New
PCAP
1208
Pratt Collard Advisory Partners
New York
$829K -$12.3K -175 -2%
FNBT
1209
FineMark National Bank & Trust
Florida
$827K -$6.25K -89 -0.8%
NBG
1210
Nancy B. Gardiner
$825K – – –
IFWM
1211
Institute for Wealth Management
Colorado
$819K -$31.7K -452 -4%
PP
1212
PagnatoKarp Partners
Virginia
$818K +$1.61K +23 +0.2%
LA
1213
Lynch & Associates
Indiana
$818K +$22.3K +317 +3%
APWM
1214
Atlas Private Wealth Management
New York
$818K +$773K +11,007 New
SLF
1215
Sun Life Financial
Ontario, Canada
$817K -$421K -6,001 -35%
ANRIA
1216
American National Registered Investment Advisor
Texas
$815K -$5.27K -75 -0.7%
ACP
1217
Aviance Capital Partners
Florida
$813K -$43.8K -624 -5%
QCG
1218
Quadrant Capital Group
Ohio
$813K +$139K +1,975 +21%
GAMC
1219
Garner Asset Management Corp
Texas
$809K -$14.1K -201 -2%
CAMG
1220
CWA Asset Management Group
Florida
$809K -$3.3K -47 -0.4%
S
1221
SimplyRich
California
$804K +$21.8K +311 +3%
LJAC
1222
L.J. Altfest & Co
New York
$802K -$105K -1,502 -12%
BOS
1223
Bank of Stockton
California
$799K -$70.1K -998 -8%
FFA
1224
First Foundation Advisors
California
$798K -$364K -5,177 -33%
PP
1225
Patten & Patten
Tennessee
$797K +$35.1K +500 +5%
47 48
49
50 51