We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1801
TimeScale Financial
Massachusetts
$371K +$2.15K +22 +0.6%
BWG
1802
Beta Wealth Group
California
$371K +$29.3K +300 +8%
BOS
1803
Bank of Stockton
California
$370K -$2.44K -25 -0.6%
RCG
1804
Regatta Capital Group
California
$370K +$1.27K +13 +0.3%
RPWA
1805
Regent Peak Wealth Advisors
Georgia
$369K -$32.9K -337 -8%
DDC
1806
DF Dent & Co
Maryland
$369K +$5.08K +52 +1%
TA
1807
Tectonic Advisors
Texas
$369K +$32.9K +337 +9%
CC
1808
Centiva Capital
New York
$368K -$209K -2,138 -35%
AMIM
1809
Aull & Monroe Investment Management
Alabama
$366K – – –
BWM
1810
Baystate Wealth Management
Massachusetts
$365K +$1.46K +15 +0.4%
RIA
1811
Realta Investment Advisors
Delaware
$362K +$6.05K +62 +2%
WIP
1812
WealthCare Investment Partners
Rhode Island
$361K +$1.95K +20 +0.5%
KCFA
1813
Key Client Fiduciary Advisors
New Jersey
$361K +$19.2K +197 +5%
NICM
1814
Neo Ivy Capital Management
New York
$360K -$158K -1,620 -29%
SVWAG
1815
Sound View Wealth Advisors Group
Georgia
$360K -$781 -8 -0.2%
KMWM
1816
Keudell/Morrison Wealth Management
Oregon
$359K +$59.2K +607 +19%
AA
1817
Advisory Alpha
Michigan
$358K +$125K +1,285 +50%
PCM
1818
Pointe Capital Management
Michigan
$357K – – –
PFBT
1819
Parkside Financial Bank & Trust
Missouri
$357K +$21K +215 +6%
WA
1820
Waverly Advisors
Alabama
$357K +$25.8K +264 +7%
GFS
1821
GYL Financial Synergies
Connecticut
$357K +$69.9K +716 +23%
BWM
1822
BCS Wealth Management
Tennessee
$357K +$115K +1,177 +44%
PMFA
1823
Plante Moran Financial Advisors
Michigan
$356K +$10.9K +112 +3%
EWM
1824
Edge Wealth Management
New York
$355K -$2.71M -27,763 -88%
STA
1825
Summit Trail Advisors
New York
$355K +$54.7K +560 +17%
71 72
73
74 75