We are live on ! Find out more
CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
1276
Clarius Group LLC
Washington
$309K +$317K +4,809 New
WPW
1277
Waldron Private Wealth
Pennsylvania
$308K +$5.07K +77 +2%
SFG
1278
StrategIQ Financial Group
Indiana
$308K +$316K +4,795 New
SIM
1279
Spark Investment Management
New York
$302K -$1.55M -23,500 -83%
SIA
1280
Sit Investment Associates
Minnesota
$302K – – –
WFG
1281
Wills Financial Group
Virginia
$301K -$89.6K -1,360 -22%
AFP
1282
Ausdal Financial Partners
Iowa
$301K -$1.84K -28 -0.6%
NVCHI
1283
New Vernon Capital Holdings II
New Jersey
$301K +$93.3K +1,416 +43%
AssetMark Inc
1284
AssetMark Inc
California
$300K -$78.2K -1,186 -20%
WEC
1285
Winslow Evans & Crocker
Massachusetts
$300K -$9.36K -142 -3%
FWSM
1286
First Wilshire Securities Management
California
$299K – – –
VAM
1287
Visionary Asset Management
Texas
$299K +$2.7K +41 +0.9%
MFG
1288
Merit Financial Group
Georgia
$298K +$1.58K +24 +0.5%
QPWM
1289
Quadrant Private Wealth Management
Pennsylvania
$298K +$305K +4,634 New
TA
1290
Trellis Advisors
Washington
$297K +$304K +4,617 New
NFG
1291
Next Financial Group
Texas
$296K -$90.7K -1,377 -23%
HWA
1292
Heritage Wealth Advisors
Virginia
$295K +$9.88K +150 +3%
SAM
1293
Shamrock Asset Management
Texas
$292K – – –
Kovitz Investment Group Partners
1294
Kovitz Investment Group Partners
Illinois
$292K +$299K +4,530 New
CBT
1295
Capital Bank & Trust
California
$291K -$24.5K -372 -8%
HIC
1296
Holderness Investments Company
North Carolina
$291K +$132 +2 +0%
SCM
1297
Silvant Capital Management
Georgia
$291K +$284K +4,306 +2,041%
LCM
1298
LVM Capital Management
Michigan
$290K – – –
AWM
1299
Aevitas Wealth Management
Massachusetts
$289K +$49K +743 +20%
CA
1300
Cynosure Advisors
Utah
$288K -$6.92K -105 -2%