We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
Latitude Advisors
Florida
$428K +$141K +1,342 +47%
SWA
1802
Sutton Wealth Advisors
Florida
$425K +$2.42K +23 +0.6%
MHIC
1803
Marble Harbor Investment Counsel
Massachusetts
$424K – – –
FPCG
1804
Forum Private Client Group
Indiana
$424K +$440K +4,186 New
OC
1805
Oakworth Capital
Alabama
$421K -$104K -993 -19%
FNBSF
1806
First National Bank Sioux Falls
South Dakota
$421K – – –
TFM
1807
TFC Financial Management
Massachusetts
$421K +$38.3K +365 +10%
CCFM
1808
Clear Creek Financial Management
Washington
$421K +$43.2K +411 +11%
EAM
1809
Empirical Asset Management
Massachusetts
$420K -$550K -5,240 -56%
APWM
1810
Atlas Private Wealth Management
New York
$420K -$63K -600 -13%
ATWA
1811
Arbor Trust Wealth Advisors
Michigan
$420K +$5.46K +52 +1%
FPS
1812
Fieldpoint Private Securities
Connecticut
$420K +$31.2K +297 +8%
QCIG
1813
Quad-Cities Investment Group
Iowa
$419K – – –
I
1814
INVST
Indiana
$417K +$2.73K +26 +0.6%
AC
1815
ASB Consultores
Florida
$417K +$74K +704 +21%
ZIC
1816
ZWJ Investment Counsel
Georgia
$416K -$432K -4,116 -50%
MWM
1817
Mission Wealth Management
California
$416K +$21.4K +204 +5%
AIP
1818
Almanack Investment Partners
Pennsylvania
$414K -$56.3K -536 -12%
CBTWT
1819
Community Bank & Trust (Waco, Texas)
Texas
$414K +$35K +333 +9%
WAG
1820
Winthrop Advisory Group
Massachusetts
$413K +$65.4K +623 +18%
TA
1821
TFG Advisers
Michigan
$412K +$11.9K +113 +3%
LCS
1822
Levin Capital Strategies
New York
$410K – – –
SFG
1823
Sather Financial Group
Texas
$409K +$54.4K +518 +15%
CB
1824
CNB Bank
Pennsylvania
$407K -$82.7K -787 -16%
BOS
1825
Bank of Stockton
California
$407K -$44.6K -425 -10%
71 72
73
74 75