We are live on ! Find out more
CVS icon

CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2151
Iron Horse Wealth Management
Iowa
$116K +$390 +4 +0.3%
FCB
2152
First Command Bank
Texas
$113K – – –
FCFS
2153
First Command Financial Services
Texas
$113K – – –
MWC
2154
MBM Wealth Consultants
Missouri
$107K – – –
BA
2155
Bellwether Advisors
Nebraska
$105K -$782K -8,009 -88%
AWM
2156
AllSquare Wealth Management
New York
$104K – – –
COCM
2157
Charter Oak Capital Management
New Hampshire
$101K +$98 +1 +0.1%
EI
2158
Ellevest Inc
New York
$99K +$19.4K +199 +23%
WBC
2159
West Branch Capital
Massachusetts
$96K +$1.56K +16 +2%
NFSG
2160
Newbridge Financial Services Group
Florida
$95K -$44.6K -457 -31%
GCM
2161
Gables Capital Management
Florida
$94K – – –
RCM
2162
Regency Capital Management
Hawaii
$93K -$20.6K -211 -17%
BAM
2163
Bellevue Asset Management
Washington
$93K +$98 +1 +0.1%
KLWA
2164
Kelly Lawrence W & Associates
California
$91K -$166K -1,700 -63%
BHWM
2165
Bay Harbor Wealth Management
Maryland
$91K +$293 +3 +0.3%
CT
2166
Clearstead Trust
Maine
$89K – – –
AP
2167
Arlington Partners
Alabama
$89K +$42.2K +432 +82%
ANBT
2168
American National Bank & Trust
Texas
$89K +$53.7K +550 +135%
HWMA
2169
Heritage Wealth Management (Arizona)
Arizona
$88.7K -$5.56K -57 -6%
ME
2170
McIlrath & Eck
Washington
$87K -$13.3K -136 -13%
SAM
2171
S.A. Mason
Michigan
$84K -$5.46K -56 -6%
NMG
2172
New Millennium Group
Utah
$84K +$89K +912 New
HWM
2173
HighMark Wealth Management
Minnesota
$83K -$13.6K -139 -13%
WAM
2174
Worth Asset Management
Texas
$82K -$25.7K -263 -23%
CFFP
2175
Center for Financial Planning
Michigan
$80K – – –
85 86
87
88 89