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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
901
IHT Wealth Management
Illinois
$572K -$2.12M -37,704 -75%
WPC
902
Waters Parkerson & Co
Louisiana
$572K -$7.47M -133,082 -91%
SJIM
903
St. Johns Investment Management
Florida
$571K -$7.91K -141 -1%
USCWA
904
U.S. Capital Wealth Advisors
Texas
$566K -$3.85M -68,686 -84%
MIS
905
Morningstar Investment Services
Illinois
$564K -$8.48M -151,075 -92%
CA
906
Clearstead Advisors
Ohio
$564K -$1.83M -32,632 -72%
NG
907
Novem Group
New York
$562K +$702K +12,522 New
AIM
908
Aigen Investment Management
New York
$557K +$696K +12,413 New
SWM
909
Spire Wealth Management
Virginia
$556K +$148K +2,634 +27%
HA
910
Herold Advisors
New York
$556K -$285K -5,080 -29%
CCM
911
Coldstream Capital Management
Washington
$554K -$283K -5,048 -29%
SMC
912
Smith, Moore & Co
Missouri
$554K -$237K -4,219 -25%
YIA
913
YHB Investment Advisors
Connecticut
$554K -$69.8K -1,245 -9%
1SB
914
1ST Source Bank
Indiana
$554K -$109K -1,945 -14%
MWA
915
Midland Wealth Advisors
Illinois
$553K -$99.5K -1,773 -13%
ECM
916
Evergreen Capital Management
Washington
$552K -$15K -267 -2%
BFG
917
Beacon Financial Group
Texas
$552K -$155K -2,769 -18%
AIP
918
Ameritas Investment Partners
Nebraska
$551K -$27K -481 -4%
NL
919
Navalign LLC
California
$549K -$21.5K -384 -3%
NG
920
Northstar Group
New York
$548K -$4.77K -85 -0.7%
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$546K -$12.8K -228 -2%
SFG
922
SNS Financial Group
Minnesota
$546K -$147K -2,613 -18%
PA
923
PSI Advisors
Florida
$545K -$117K -2,089 -15%
BAM
924
Belpointe Asset Management
Nevada
$544K +$13.4K +239 +3%
MMM
925
Mendel Money Management
Illinois
$541K -$268K -4,785 -28%
35 36
37
38 39