We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1626
StrategIQ Financial Group
Indiana
$222K +$210K +2,986 New
RMDI
1627
R.M. Davis Inc
Maine
$222K +$210K +2,993 New
NEPPG
1628
New England Professional Planning Group
Rhode Island
$222K +$210K +2,995 New
PP
1629
Paloma Partners
Connecticut
$221K -$427K -6,088 -67%
SOAMC
1630
Spirit of America Management Corp
New York
$220K – – –
LC
1631
Lindbrook Capital
California
$219K -$21.1K -301 -9%
PPSG
1632
Princeton Portfolio Strategies Group
New Jersey
$219K +$207K +2,950 New
AFM
1633
Andesa Financial Management
Pennsylvania
$218K -$47.5K -677 -19%
AA
1634
Argent Advisors
Louisiana
$217K +$203K +2,884 New
TF
1635
Tompkins Financial
New York
$215K +$34.8K +496 +21%
CHA
1636
Carmichael Hill & Associates
Maryland
$215K +$203K +2,896 New
SSWM
1637
Smith Salley Wealth Management
North Carolina
$215K +$203K +2,897 New
MG
1638
Mather Group
Illinois
$215K +$203K +2,898 New
PAS
1639
Park Avenue Securities
New York
$214K +$202K +2,876 New
LCM
1640
LVM Capital Management
Michigan
$213K +$201K +2,863 New
RG
1641
Renaissance Group
Kentucky
$213K +$201K +2,869 New
MPI
1642
Mairs & Power Inc
Minnesota
$213K +$202K +2,873 New
RWP
1643
RWA Wealth Partners
Massachusetts
$212K +$200K +2,854 New
BPA
1644
Beacon Pointe Advisors
California
$211K +$200K +2,844 New
CBT
1645
Central Bank & Trust
Kentucky
$210K – – –
BPWA
1646
Beacon Pointe Wealth Advisors
California
$209K +$198K +2,813 New
MCM
1647
McRae Capital Management
New Jersey
$208K +$197K +2,800 New
MFW
1648
Mosaic Family Wealth
Missouri
$208K +$197K +2,804 New
OPS
1649
Orion Portfolio Solutions
Nebraska
$208K +$197K +2,805 New
PIMG
1650
Patriot Investment Management Group
Tennessee
$208K +$197K +2,807 New
64 65
66
67 68