We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1901
First Command Financial Services
Texas
$90K -$22.4K -308 -20%
MLFP
1902
MPS Loria Financial Planners
Illinois
$90K +$510 +7 +0.6%
UFF
1903
USA Financial Formulas
Michigan
$89K +$83.9K +1,152 +4,267%
APWA
1904
Atlas Private Wealth Advisors
New Jersey
$88K +$20K +275 +31%
CL
1905
COWA LLC
Oklahoma
$86K +$510 +7 +0.6%
WPA
1906
West Paces Advisors
Georgia
$85.2K – – –
LWP
1907
Lumature Wealth Partners
Georgia
$85K +$82.2K +1,129 New
GAM
1908
Gemmer Asset Management
California
$83K +$1.17K +16 +1%
SN
1909
Sittner & Nelson
Oregon
$82K +$2.62K +36 +3%
BHWM
1910
Bay Harbor Wealth Management
Maryland
$82K +$70.7K +970 +829%
ADIM
1911
Alpha DNA Investment Management
Maryland
$80K +$8.23K +113 +12%
GCM
1912
Gables Capital Management
Florida
$79K – – –
HWMA
1913
Heritage Wealth Management (Arizona)
Arizona
$79K +$76.6K +1,051 New
HWM
1914
HighMark Wealth Management
Minnesota
$78K +$510 +7 +0.7%
WWMSC
1915
Wagner Wealth Management (South Carolina)
South Carolina
$78K +$75.1K +1,031 New
MHR
1916
Matthew Hamilton Rosenberg
$77K -$3.71K -51 -5%
COCM
1917
Charter Oak Capital Management
New Hampshire
$77K +$6.92K +95 +10%
WOC
1918
West Oak Capital
California
$77K +$16.8K +230 +29%
CFFP
1919
Center for Financial Planning
Michigan
$76K – – –
FHC
1920
First Horizon Corporation
Tennessee
$76K +$31.2K +428 +73%
PCH
1921
PGIM Custom Harvest
New Jersey
$73K – – –
SWM
1922
Selective Wealth Management
Virginia
$70K +$24.2K +332 +56%
TIM
1923
Tortoise Investment Management
New York
$69K +$14.6K +200 +28%
LWANC
1924
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$3.93K +54 +7%
LFG
1925
Larson Financial Group
Missouri
$63K -$1.97K -27 -3%
75 76
77
78 79