We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Centurion Wealth Management
Virginia
– -$213K -2,689 Closed
TWP
2002
Tempus Wealth Planning
California
– -$213K -2,685 Closed
QWM
2003
Quadcap Wealth Management
Texas
– -$213K -2,681 Closed
AP
2004
Anchyra Partners
Georgia
– -$213K -2,678 Closed
BWP
2005
Balboa Wealth Partners
Arizona
– -$212K -2,673 Closed
TWM
2006
Thrive Wealth Management
Pennsylvania
– -$212K -2,673 Closed
1WA
2007
180 Wealth Advisors
Washington
– -$212K -2,671 Closed
NSAM
2008
North Star Asset Management
Wisconsin
– -$211K -2,662 Closed
LIWM
2009
Long Island Wealth Management
New York
– -$211K -2,658 Closed
NLP
2010
Next Level Private
New York
– -$210K -2,645 Closed
NCM
2011
Novare Capital Management
North Carolina
– -$210K -2,643 Closed
CD
2012
Chapin Davis
Maryland
– -$210K -2,642 Closed
EL
2013
EWA LLC
Pennsylvania
– -$210K -2,642 Closed
SPC
2014
Spirepoint Private Client
Florida
– -$209K -2,631 Closed
SWM
2015
Stockman Wealth Management
Montana
– -$207K -2,608 Closed
PAM
2016
Palisade Asset Management
Minnesota
– -$206K -2,602 Closed
DDC
2017
DF Dent & Co
Maryland
– -$206K -2,601 Closed
SFG
2018
Seamount Financial Group
Colorado
– -$206K -2,600 Closed
QP
2019
Quilter Plc
United Kingdom
– -$206K -2,595 Closed
WRPWM
2020
Werba Rubin Papier Wealth Management
California
– -$206K -2,593 Closed
RCG
2021
Regatta Capital Group
California
– -$206K -2,592 Closed
TA
2022
Tactive Advisors
Florida
– -$205K -2,580 Closed
FTA
2023
Financial & Tax Architects
Missouri
– -$205K -2,577 Closed
MCWS
2024
McKinley Carter Wealth Services
West Virginia
– -$203K -2,552 Closed
PAG
2025
Poinciana Advisors Group
Florida
– -$202K -2,543 Closed
79 80
81
82 83