We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1926
Trek Financial
Arizona
$209K +$215K +3,026 New
GFA
1927
Gallagher Fiduciary Advisors
Illinois
$209K -$18.4K -258 -8%
NW
1928
Naviter Wealth
Arkansas
$209K +$215K +3,020 New
HA
1929
Harfst & Associates
Wyoming
$208K -$339K -4,769 -61%
RFA
1930
Resurgent Financial Advisors
Georgia
$207K -$4.77K -67 -2%
GCIA
1931
Gabelli & Co Investment Advisers
New York
$207K – – –
APIM
1932
Agate Pass Investment Management
Washington
$207K – – –
TC
1933
Truvestments Capital
Florida
$207K +$1.56K +22 +0.7%
BWM
1934
Baron Wealth Management
Michigan
$207K +$213K +2,996 New
EWS
1935
Evergreen Wealth Solutions
Pennsylvania
$206K +$212K +2,977 New
FWP
1936
Falcon Wealth Planning
California
$206K +$212K +2,976 New
HFP
1937
Holistic Financial Partners
Indiana
$205K +$8.68K +122 +4%
PWP
1938
Private Wealth Partners
California
$205K -$7.12K -100 -3%
KFGK
1939
Keystone Financial Group (Kentucky)
Kentucky
$205K +$211K +2,965 New
AO
1940
Advisor OS
Illinois
$205K -$9.75K -137 -4%
FWTB
1941
First Western Trust Bank
Colorado
$204K -$38.7K -544 -16%
RG
1942
Rathbones Group
United Kingdom
$204K – – –
MCWS
1943
McKinley Carter Wealth Services
West Virginia
$204K -$40.6K -570 -16%
AWM
1944
Aberdeen Wealth Management
Illinois
$203K -$16.2K -228 -7%
CHA
1945
Carmichael Hill & Associates
Maryland
$203K +$29.9K +420 +17%
AC
1946
ASB Consultores
Florida
$203K -$119K -1,670 -36%
SMWM
1947
Silvia McColl Wealth Management
California
$202K – – –
UCB
1948
United Community Bank
South Carolina
$202K +$31.3K +440 +18%
PAM
1949
Private Asset Management
California
$202K -$42.6K -599 -17%
PWS
1950
Precision Wealth Strategies
Missouri
$202K -$32.3K -454 -13%
76 77
78
79 80