We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
2001
Parr McKnight Wealth Management Group
Minnesota
– -$363K -4,810 Closed
SRC
2002
Shufro Rose & Co
New York
– -$301K -4,450 Closed
WA
2003
Whitebox Advisors
Minnesota
– -$305K -4,050 Closed
PWM
2004
Palumbo Wealth Management
New York
– -$267K -3,995 Closed
VAM
2005
Verity Asset Management
North Carolina
– -$290K -3,844 Closed
CWM
2006
Compass Wealth Management
Connecticut
– -$289K -3,834 Closed
CPSAC
2007
Chas P. Smith & Associates (CPS)
Florida
– -$289K -3,827 Closed
TNA
2008
True North Advisors
Texas
– -$288K -3,819 Closed
TWP
2009
Tyche Wealth Partners
Texas
– -$274K -3,635 Closed
AI
2010
Atom Investors
Texas
– -$271K -3,591 Closed
TBNY
2011
Trustco Bank (New York)
New York
– -$263K -3,485 Closed
LCM
2012
Liberty Capital Management
Michigan
– -$260K -3,453 Closed
RCM
2013
Requisite Capital Management
Texas
– -$255K -3,382 Closed
LA
2014
LVW Advisors
New York
– -$248K -3,283 Closed
NPA
2015
Nichols & Pratt Advisers
Massachusetts
– -$240K -3,183 Closed
RIA
2016
Realta Investment Advisors
Delaware
– -$236K -3,127 Closed
CAM
2017
CenterStar Asset Management
Illinois
– -$233K -3,095 Closed
WAM
2018
Wolverine Asset Management
Illinois
– -$230K -2,922 Closed
CCT
2019
Capital City Trust
Florida
– -$220K -2,915 Closed
FFB
2020
First Financial Bankshares
Texas
– -$219K -2,903 Closed
IIC
2021
Integrated Investment Consultants
Michigan
– -$219K -2,903 Closed
WC
2022
Weil Company
California
– -$219K -2,899 Closed
IFWM
2023
Institute for Wealth Management
Colorado
– -$214K -2,833 Closed
CWMP
2024
Clarion Wealth Managment Partners
Virginia
– -$212K -2,812 Closed
PA
2025
PFG Advisors
Arizona
– -$205K -2,716 Closed
79 80
81
82 83