We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1826
Tradition Wealth Management
Minnesota
$84K +$80.3K +1,234 New
MGIM
1827
M&G Investment Management
United Kingdom
$82.9K +$3.73M +57,382 +5%
RWM
1828
Raffa Wealth Management
District of Columbia
$81.4K +$1.37K +21 +2%
AWM
1829
AllSquare Wealth Management
New York
$78K +$13K +200 +21%
WPA
1830
West Paces Advisors
Georgia
$77.4K – – –
SIAG
1831
Safeguard Investment Advisory Group
California
$77K +$74.1K +1,140 New
GAM
1832
Gemmer Asset Management
California
$74K -$4.42K -68 -6%
MHR
1833
Matthew Hamilton Rosenberg
$74K +$65 +1 +0.1%
PCH
1834
PGIM Custom Harvest
New Jersey
$73K +$63.6K +978 New
GCM
1835
Gables Capital Management
Florida
$72K – – –
SN
1836
Sittner & Nelson
Oregon
$72K +$68.9K +1,060 New
JWM
1837
Janiczek Wealth Management
Colorado
$71K +$56.9K +875 +534%
HWM
1838
HighMark Wealth Management
Minnesota
$70K +$49.8K +765 +291%
CFFP
1839
Center for Financial Planning
Michigan
$69K – – –
AWM
1840
Accel Wealth Management
Iowa
$68K +$64.5K +992 New
PP
1841
Pacifica Partners
Canada
$67K -$1.69M -26,021 -96%
CT
1842
Clearstead Trust
Maine
$66K – – –
ST
1843
Sageworth Trust
Pennsylvania
$66K +$47K +722 +289%
ADIM
1844
Alpha DNA Investment Management
Maryland
$65K +$62.8K +965 New
BAM
1845
Barrett Asset Management
New York
$63K -$8.46K -130 -12%
COCM
1846
Charter Oak Capital Management
New Hampshire
$63K +$60K +923 New
AA
1847
Addison Advisors
Vermont
$63K +$60.3K +927 New
HFA
1848
HC Financial Advisors
California
$61K +$25.7K +395 +79%
APWA
1849
Atlas Private Wealth Advisors
New Jersey
$61K +$35.8K +550 +159%
BWM
1850
Birchcreek Wealth Management
Ohio
$61K +$58.5K +900 New
72 73
74
75 76