We are live on ! Find out more
CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1301
Mission Wealth Management
California
$259K +$229K +3,822 New
WPW
1302
Waldron Private Wealth
Pennsylvania
$258K -$212K -3,536 -48%
A
1303
AlphaQuest
New York
$257K -$189K -3,165 -45%
QWM
1304
Quadcap Wealth Management
Texas
$257K -$337K -5,628 -60%
BMWM
1305
Brown Miller Wealth Management
Virginia
$256K +$226K +3,784 New
TM
1306
TigerOak Management
New Mexico
$256K +$226K +3,780 New
TW
1307
TritonPoint Wealth
Maryland
$256K +$226K +3,776 New
DP
1308
Denver PWM
Colorado
$255K +$224K +3,750 +41,667%
EAM
1309
Empirical Asset Management
Massachusetts
$254K -$1.98M -33,133 -90%
GWM
1310
GK Wealth Management
Nevada
$253K +$224K +3,737 New
ACP
1311
Aveo Capital Partners
Colorado
$251K -$108K -1,807 -32%
MIM
1312
Marshall Investment Management
Colorado
$251K – – –
AI
1313
AXS Investments
New York
$251K +$221K +3,701 New
CWM
1314
Connecticut Wealth Management
Connecticut
$251K +$221K +3,698 New
BBA
1315
Baader Bank Aktiengesellschaft
Germany
$250K +$230K +3,842 New
WKWM
1316
Walter & Keenan Wealth Management
Indiana
$250K +$221K +3,687 New
WKSWA
1317
White Knight Strategic Wealth Advisors
New Jersey
$250K -$721K -12,055 -77%
OIA
1318
Optimum Investment Advisors
Illinois
$249K -$6.16K -103 -3%
Q1WB
1319
Quest 10 Wealth Builders
Virginia
$247K -$85.6K -1,431 -28%
BWP
1320
Baldwin Wealth Partners
Massachusetts
$247K +$219K +3,652 New
BA
1321
Bridgewater Advisors
New York
$247K +$227K +3,793 New
CLA
1322
Carnegie Lake Advisors
New Jersey
$246K +$217K +3,625 New
BWM
1323
Brown Wealth Management
Illinois
$244K +$216K +3,603 New
KP
1324
Keel Point
Alabama
$244K +$215K +3,596 New
SCA
1325
Stonebridge Capital Advisors
Minnesota
$243K -$224K -3,738 -51%