We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1476
WFA of San Diego
California
$565K +$19.2K +229 +4%
PPP
1477
Private Portfolio Partners
New Jersey
$565K -$8.63K -103 -2%
RFO
1478
RiverGlades Family Offices
Florida
$564K – – –
CNBTD
1479
Citizens National Bank Trust Department
Mississippi
$562K +$7.54K +90 +1%
CC
1480
Copperleaf Capital
North Carolina
$559K +$10.2K +122 +2%
CFN
1481
Cordasco Financial Network
Florida
$557K +$20.2K +241 +4%
SFP
1482
Shepherd Financial Partners
Massachusetts
$553K -$7.96K -95 -1%
SMA
1483
Sage Mountain Advisors
Georgia
$553K +$9.8K +117 +2%
NP
1484
NorthRock Partners
Minnesota
$552K +$138K +1,642 +34%
GIA
1485
Guyasuta Investment Advisors
Pennsylvania
$551K +$188K +2,250 +53%
BHBT
1486
Burke & Herbert Bank & Trust
Virginia
$550K -$3.02K -36 -0.6%
FBC
1487
Fairfield, Bush & Co
Connecticut
$548K +$84 +1 +0%
TCWM
1488
Total Clarity Wealth Management
Illinois
$546K +$12.6K +151 +2%
BPWM
1489
Badgley Phelps Wealth Managers
Washington
$546K +$539K +6,431 New
BCA
1490
Berman Capital Advisors
Georgia
$545K +$157K +1,876 +41%
AAM
1491
Aureus Asset Management
Massachusetts
$542K +$54.4K +650 +11%
BCAM
1492
Boston Common Asset Management
Massachusetts
$539K +$3.18K +38 +0.6%
WMP
1493
Wealth Management Partners
Arizona
$538K -$101K -1,203 -16%
OPA
1494
Old Port Advisors
Maine
$536K -$84 -1 -0%
LAM
1495
Lingohr Asset Management
Germany
$536K – – –
NHC
1496
Nicholas Hoffman & Company
Georgia
$536K +$419 +5 +0.1%
WSTAM
1497
Wilbanks Smith & Thomas Asset Management
Virginia
$536K +$4.44K +53 +0.8%
JSC
1498
Jackson Square Capital
California
$533K +$161K +1,926 +44%
HAS
1499
HBW Advisory Services
California
$532K -$13.7K -163 -3%
PIFP
1500
Partners in Financial Planning
Virginia
$532K +$1.34K +16 +0.3%
58 59
60
61 62