We are live on ! Find out more
CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1876
Baystate Wealth Management
Massachusetts
$122K +$8.89K +122 +8%
AWM
1877
Accel Wealth Management
Iowa
$121K +$44.9K +616 +62%
ACM
1878
AUA Capital Management
Pennsylvania
$117K – – –
NFSG
1879
Newbridge Financial Services Group
Florida
$115K -$1.09K -15 -1%
JWM
1880
Janiczek Wealth Management
Colorado
$115K +$35.6K +489 +47%
MCA
1881
Mercer Capital Advisers
New Jersey
$113K – – –
FFA
1882
Freedman Financial Associates
Massachusetts
$113K +$146 +2 +0.1%
LF
1883
Lee Financial
Texas
$113K +$109K +1,500 New
FWM
1884
Focused Wealth Management
New York
$112K +$146 +2 +0.1%
SIS
1885
Sound Income Strategies
Florida
$111K -$16.5K -226 -13%
SWM
1886
Sugarloaf Wealth Management
Georgia
$107K – – –
AWM
1887
AllSquare Wealth Management
New York
$107K +$20.7K +284 +25%
DAM
1888
Delta Asset Management
Tennessee
$105K – – –
RCA
1889
Ranch Capital Advisors
Florida
$102K -$7.87K -108 -7%
KC
1890
Knuff & Co
California
$98K -$59.7K -820 -39%
GWSG
1891
GPS Wealth Strategies Group
Colorado
$97K +$94.8K +1,302 New
CFO
1892
CVA Family Office
Colorado
$96K +$59.4K +815 +178%
BAM
1893
Bellevue Asset Management
Washington
$95K – – –
TCM
1894
TD Capital Management
Tennessee
$95K – – –
TWM
1895
Tradition Wealth Management
Minnesota
$95K +$2.04K +28 +2%
IHWM
1896
Iron Horse Wealth Management
Iowa
$94K – – –
HI
1897
Hudock Inc
Pennsylvania
$93K +$583 +8 +0.6%
RWM
1898
Raffa Wealth Management
District of Columbia
$91.3K +$1.6K +22 +2%
TI
1899
Truehand Inc
New Hampshire
$91K -$9.47K -130 -10%
FCB
1900
First Command Bank
Texas
$90K -$22.4K -308 -20%