We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
2001
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K – – –
LWANC
2002
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.2K -$14.2K -200 -27%
VWM
2003
Venturi Wealth Management
Texas
$37K -$7.13M -100,635 -99%
WWP
2004
WR Wealth Planners
Missouri
$36.9K -$3.19K -45 -8%
GKIM
2005
GW&K Investment Management
Massachusetts
$36K +$7.51K +106 +26%
RCM
2006
Raleigh Capital Management
North Carolina
$35.9K +$5.6K +79 +18%
AF
2007
Arrow Financial
New York
$35.7K -$11.4K -161 -24%
RA
2008
Rise Advisors
New York
$35.3K -$7.79K -110 -18%
CWC
2009
Carolinas Wealth Consulting
North Carolina
$34.5K -$26.9K -380 -43%
PP
2010
PrairieView Partners
Minnesota
$34K -$1.27K -18 -3%
JGIA
2011
Jackson Grant Investment Advisers
Connecticut
$33.3K -$1.13K -16 -3%
RW
2012
RVW Wealth
California
$33.3K +$33.8K +477 New
BIA
2013
Bell Investment Advisors
California
$32.6K +$3.4K +48 +11%
CPG
2014
Cornerstone Planning Group
New Jersey
$32.2K +$19.6K +277 +151%
CAM
2015
Chesapeake Asset Management
New York
$31.8K +$8.22K +116 +34%
BWAM
2016
Boyd Watterson Asset Management
Ohio
$30.4K – – –
CSWM
2017
Cassady Schiller Wealth Management
Ohio
$29.7K -$4.82K -68 -14%
LFASL
2018
Lugano Financial Advisors SA (LFA)
Switzerland
$28.7K -$81.1K -1,144 -74%
LWA
2019
Lowe Wealth Advisors
Maryland
$27.3K -$15.9K -224 -36%
NIC
2020
Northwest Investment Counselors
Oregon
$27.1K -$66K -932 -71%
CG
2021
Cutler Group
California
$27K -$477K -6,729 -94%
M
2022
MOTCO
Texas
$27K -$16.1K -227 -37%
MCA
2023
Maryland Capital Advisors
Maryland
$26.4K – – –
CMP
2024
Coston McIsaac & Partners
Maine
$26K +$213 +3 +0.8%
SFG
2025
Steward Financial Group
Texas
$26K +$8.01K +113 +43%
79 80
81
82 83