We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1976
Retirement Group
California
$16K -$219 -3 -1%
MCM
1977
MV Capital Management
Maryland
$15K +$2.19K +30 +17%
BFG
1978
Baron Financial Group
New Jersey
$14.2K +$73 +1 +0.5%
HFA
1979
Hoover Financial Advisors
Pennsylvania
$14K -$6.85K -94 -35%
BA
1980
Bellwether Advisors
Nebraska
$14K – – –
EWA
1981
Evolution Wealth Advisors
Florida
$14K – – –
CAM
1982
Close Asset Management
United Kingdom
$14K +$13.1K +180 New
NL
1983
NVWM LLC
Pennsylvania
$13K – – –
IWP
1984
IAG Wealth Partners
Wisconsin
$13K +$73 +1 +0.6%
JGIA
1985
Jackson Grant Investment Advisers
Connecticut
$12K -$14.5K -199 -55%
BMD
1986
Better Money Decisions
New Mexico
$12K +$11.8K +162 New
WCM
1987
Wealthcare Capital Management
Virginia
$12K +$12K +165 New
FWM
1988
Filbrandt Wealth Management
Wisconsin
$11K -$9.03K -124 -45%
SC
1989
Steph & Co
Wisconsin
$11K – – –
CAL
1990
Capital Advisors Ltd
Ohio
$11K +$10.2K +140 New
MFT
1991
Moisand Fitzgerald Tamayo
Florida
$11K +$10.9K +150 New
APW
1992
Acima Private Wealth
Virginia
$9K – – –
EAM
1993
Eukles Asset Management
Ohio
$9K +$8.74K +120 New
PGAM
1994
Princeton Global Asset Management
New Jersey
$8K -$55.3K -759 -87%
BAMG
1995
Brand Asset Management Group
Missouri
$8K – – –
GWMIA
1996
Global Wealth Management Investment Advisory
Florida
$8K – – –
PFA
1997
Professional Financial Advisors
Nebraska
$8K – – –
MIM
1998
Macroview Investment Management
Maryland
$8K +$73 +1 +1%
RDFA
1999
Ritter Daniher Financial Advisory
Ohio
$8K +$7.28K +100 New
SFPG
2000
Stonebridge Financial Planning Group
Florida
$7K – – –
78 79
80
81 82