We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
1601
Parr McKnight Wealth Management Group
Minnesota
$250K +$216K +2,417 New
CAG
1602
Csenge Advisory Group
Florida
$250K +$215K +2,414 New
BFWM
1603
Bright Futures Wealth Management
New York
$250K +$215K +2,414 New
GAA
1604
Guardian Asset Advisors
Pennsylvania
$250K +$215K +2,412 New
KFS
1605
Kurt F. Somerville
$248K +$214K +2,400 New
CFD
1606
Creative Financial Designs
Indiana
$248K +$6.87K +77 +3%
SW
1607
SteelPeak Wealth
California
$248K +$214K +2,397 New
MIM
1608
Morningstar Investment Management
Illinois
$248K – – –
WPC
1609
White Pine Capital
Minnesota
$247K +$213K +2,387 New
LOWM
1610
Laurel Oak Wealth Management
New Jersey
$247K +$213K +2,386 New
CP
1611
Canopy Partners
Ohio
$245K +$212K +2,372 New
TWP
1612
Tempus Wealth Planning
California
$245K +$211K +2,367 New
MMM
1613
Mendel Money Management
Illinois
$244K -$716K -8,025 -77%
USWIA
1614
UP Strategic Wealth Investment Advisors
Pennsylvania
$243K +$1.25K +14 +0.6%
ISFAN
1615
Investor's Fiduciary Advisor Network
Washington
$243K +$210K +2,351 New
BFO
1616
Biltmore Family Office
North Carolina
$243K +$209K +2,346 New
SPWM
1617
Spartan Planning & Wealth Management
North Carolina
$243K +$209K +2,344 New
DWM
1618
Drive Wealth Management
Utah
$242K +$209K +2,344 New
KA
1619
Klingman & Associates
New York
$241K -$120K -1,345 -37%
WI
1620
Westbourne Investments
Virginia
$241K +$208K +2,330 New
LCM
1621
Liberty Capital Management
Michigan
$241K +$208K +2,328 New
MSCM
1622
McElhenny Sheffield Capital Management
Texas
$240K +$207K +2,322 New
BFA
1623
Beacon Financial Advisory
Ohio
$240K +$207K +2,321 New
PWPS
1624
Pinnacle Wealth Planning Services
Ohio
$240K +$7.68K +86 +4%
USB
1625
Union Savings Bank
Connecticut
$239K – – –
63 64
65
66 67