We are live on ! Find out more
CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1401
Future Financial Wealth Management
Ohio
$213K +$6.69K +102 +3%
LWM
1402
Lyell Wealth Management
California
$212K +$201K +3,070 New
KAS
1403
KPP Advisory Services
Kentucky
$212K +$6.82K +104 +4%
TW
1404
TritonPoint Wealth
Maryland
$211K -$46.8K -713 -19%
HR
1405
Howe & Rusling
New York
$210K +$200K +3,048 New
CWMP
1406
Clarion Wealth Managment Partners
Virginia
$210K +$200K +3,045 New
IIM
1407
Ipswich Investment Management
Massachusetts
$210K
BFS
1408
BridgePort Financial Solutions
Iowa
$209K +$2.82K +43 +1%
WCM
1409
Windsor Capital Management
Arizona
$209K
KCM
1410
Kathmere Capital Management
Pennsylvania
$208K -$62.2K -948 -24%
Lord, Abbett & Co
1411
Lord, Abbett & Co
New Jersey
$208K +$198K +3,014 New
DP
1412
Dearborn Partners
Illinois
$207K -$11.2K -171 -5%
FHC
1413
First Heartland Consultants
Missouri
$207K -$63.2K -964 -24%
CAS
1414
Coppell Advisory Solutions
Texas
$206K +$197K +3,001 New
LF
1415
Lighthouse Financial
Florida
$205K
SAM
1416
Secure Asset Management
Michigan
$204K +$194K +2,958 New
CPA
1417
Capital Performance Advisors
California
$204K -$101K -1,536 -34%
BI
1418
Bramshill Investments
Florida
$203K +$193K +2,949 New
MA
1419
MJP Associates
Connecticut
$203K +$193K +2,939 New
RWP
1420
Revolve Wealth Partners
New Jersey
$203K +$193K +2,938 New
TWP
1421
Tempus Wealth Planning
California
$202K -$16.4K -250 -8%
FSA
1422
Fort Sheridan Advisors
Illinois
$201K -$26.2K -400 -12%
WC
1423
Weil Company
California
$200K +$190K +2,904 New
RF
1424
Rossby Financial
Florida
$192K -$7.34K -112 -4%
DIP
1425
DT Investment Partners
Pennsylvania
$192K