We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2076
Liberty Capital Management
Michigan
$229K +$205K +2,220 New
BFG
2077
Berger Financial Group
Minnesota
$229K +$205K +2,223 New
EWM
2078
Evermay Wealth Management
Virginia
$228K +$11.6K +125 +6%
MHWM
2079
Montz Harcus Wealth Management
Louisiana
$227K +$203K +2,197 New
JCM
2080
Jag Capital Management
Missouri
$227K +$204K +2,205 New
IFS
2081
Ifrah Financial Services
Arkansas
$225K +$201K +2,177 New
GLLW
2082
Graves Light Lenhart Wealth
Virginia
$224K – – –
CCMD
2083
Cypress Capital Management (Delaware)
Delaware
$224K +$201K +2,175 New
P
2084
&Partners
Tennessee
$223K -$23.9K -259 -11%
PGAM
2085
Princeton Global Asset Management
New Jersey
$222K – – –
CA
2086
Centerpoint Advisors
Massachusetts
$221K – – –
PWM
2087
PBMares Wealth Management
Virginia
$221K +$198K +2,140 New
MGAM
2088
McGowan Group Asset Management
Texas
$221K +$198K +2,143 New
GPWA
2089
Great Point Wealth Advisors
Massachusetts
$220K +$197K +2,136 New
JFA
2090
Johanson Financial Advisors
California
$220K +$197K +2,137 New
TF
2091
Tompkins Financial
New York
$218K -$3.7K -40 -2%
RCM
2092
RB Capital Management
Nevada
$218K +$195K +2,108 New
AL
2093
Aspiriant LLC
California
$218K +$195K +2,109 New
PSP
2094
Principal Street Partners
Tennessee
$218K +$195K +2,112 New
BFA
2095
Beacon Financial Advisory
Ohio
$218K +$196K +2,117 New
TIA
2096
Traphagen Investment Advisors
New Jersey
$218K +$195K +2,111 New
CASB
2097
Cape Ann Savings Bank
Massachusetts
$217K +$195K +2,105 New
S
2098
swisspartners
Liechtenstein
$216K +$191K +2,065 New
DP
2099
Denver PWM
Colorado
$215K +$191K +2,064 New
AIM
2100
Allen Investment Management
New York
$215K +$192K +2,082 New
82 83
84
85 86