We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1751
Filbrandt Wealth Management
Wisconsin
$27K – – –
IFAM
1752
Institutional & Family Asset Management
Colorado
$27K +$5.21K +78 +21%
KFS
1753
Kelly Financial Services
Massachusetts
$25.6K +$10K +150 +53%
NEIRG
1754
New England Investment & Retirement Group
Massachusetts
$25K +$28.4K +425 New
FCH
1755
Freestone Capital Holdings
Washington
$24.9K -$2.34M -35,008 -63%
VCM
1756
Versant Capital Management
Arizona
$24K -$734 -11 -3%
CIAS
1757
CBIZ Investment Advisory Services
Ohio
$23K – – –
FWM
1758
FSA Wealth Management
Massachusetts
$23K – – –
LWA
1759
Lenox Wealth Advisors
New York
$22K +$7.21K +108 +42%
NICM
1760
Neo Ivy Capital Management
New York
$21K -$607K -9,097 -96%
EIP
1761
Ellis Investment Partners
Pennsylvania
$21K -$50.6K -758 -67%
QAM
1762
QCI Asset Management
New York
$21K – – –
FCM
1763
Firestone Capital Management
Florida
$21K +$67 +1 +0.3%
CIM
1764
Contravisory Investment Management
Massachusetts
$20K +$22.4K +335 New
LWM
1765
Liberty Wealth Management
California
$19K -$8.35K -125 -29%
BEI
1766
Benjamin Edwards Inc
Missouri
$19K +$21K +314 New
EWP
1767
Engrave Wealth Partners
Texas
$18K -$25.9K -388 -56%
RBC
1768
Roble Belko & Company
Pennsylvania
$18K – – –
RFA
1769
Reilly Financial Advisors
California
$17K -$8.54K -128 -31%
TC
1770
Trust Company
Kansas
$17K – – –
KLWA
1771
Kelly Lawrence W & Associates
California
$16K – – –
PW
1772
Price Wealth
Texas
$16K +$10K +150 +127%
FP
1773
Financial Perspectives
Minnesota
$15.5K -$8.61K -129 -33%
TI
1774
Truehand Inc
New Hampshire
$15K – – –
BII
1775
Bainco International Investors
Massachusetts
$15K +$16.6K +249 New
69 70
71
72 73