We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1951
Providence Capital Advisors
North Carolina
$45K – – –
MAM
1952
Marquette Asset Management
Minnesota
$42K – – –
RWB
1953
RMR Wealth Builders
New Jersey
$42K +$1.97K +27 +5%
WFA
1954
West Financial Advisors
Iowa
$41K – – –
SPWG
1955
Sage Private Wealth Group
Illinois
$40K +$219 +3 +0.6%
PP
1956
PrairieView Partners
Minnesota
$37K -$146 -2 -0.4%
FCM
1957
Firestone Capital Management
Florida
$35K +$146 +2 +0.4%
SC
1958
Solstein Capital
California
$35K +$33.9K +465 New
LWM
1959
Liberty Wealth Management
California
$34K – – –
ST
1960
Sageworth Trust
Pennsylvania
$33K -$39.1K -537 -55%
VCM
1961
Versant Capital Management
Arizona
$31K – – –
LAIC
1962
Lederer & Associates Investment Counsel
California
$30.1K +$29.1K +400 New
AWM
1963
Avior Wealth Management
Nebraska
$30K -$1.68K -23 -5%
FP
1964
Financial Perspectives
Minnesota
$27.2K -$2.04K -28 -7%
DAC
1965
Dividend Assets Capital
South Carolina
$27K – – –
CCA
1966
Column Capital Advisors
Indiana
$26K +$7.28K +100 +42%
NICM
1967
Neo Ivy Capital Management
New York
$25K -$915K -12,561 -97%
FRA
1968
Front Row Advisors
California
$25K – – –
KFS
1969
Kelly Financial Services
Massachusetts
$23.3K +$2.04K +28 +10%
LWA
1970
Lowe Wealth Advisors
Maryland
$21K +$4.3K +59 +27%
MWC
1971
MBM Wealth Consultants
Missouri
$20K -$28.4K -390 -59%
PCFFS
1972
Pacific Center for Financial Services
California
$19K – – –
RA
1973
Resolute Advisors
California
$18K +$22.3K +306 New
HF
1974
Halpern Financial
Virginia
$17.2K +$10.6K +146 +176%
EIP
1975
Ellis Investment Partners
Pennsylvania
$17K -$27.5K -377 -63%
77 78
79
80 81