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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
$655K -$9.63K -125 -1%
JRPIM
1002
Journey Retirement Planning & Investment Management
Idaho
$654K -$1.51M -19,619 -68%
WA
1003
WealthTrust Axiom
Pennsylvania
$654K +$77 +1 +0%
SSWM
1004
Smith Salley Wealth Management
North Carolina
$653K -$1.39K -18 -0.2%
AIM
1005
Advyzon Investment Management
Illinois
$653K +$262K +3,401 +60%
HIMC
1006
Heritage Investors Management Corp
Maryland
$649K +$17.3K +225 +3%
PBK
1007
Peoples Bank (Kansas)
Kansas
$649K -$28.9K -375 -4%
IG
1008
IFS Group
Pennsylvania
$645K +$692K +8,982 New
SAM
1009
Strategy Asset Managers
California
$642K +$689K +8,944 New
WTC
1010
WhitTier Trust Company
Nevada
$642K -$110K -1,431 -14%
IIL
1011
Insight Inv LLC
California
$641K -$197K -2,560 -22%
TSWM
1012
Triangle Securities Wealth Management
North Carolina
$639K -$48.7K -632 -7%
LWL
1013
Leo Wealth LLC
Texas
$633K +$49.8K +646 +8%
EFM
1014
E Fund Management
China
$632K +$678K +8,806 New
BCM
1015
Boltwood Capital Management
California
$631K -$770 -10 -0.1%
ZBNA
1016
Zions Bancorporation, National Association
Utah
$629K -$185K -2,407 -22%
DWT
1017
Dorsey & Whitney Trust
South Dakota
$628K -$59K -766 -8%
EHC
1018
Everett Harris & Co
California
$624K – – –
CCC
1019
Chesapeake Capital Corp
Florida
$624K – – –
CIA
1020
Choate Investment Advisors
Massachusetts
$623K -$76.4K -992 -10%
VA
1021
VestGen Advisors
Illinois
$620K +$76.4K +992 +18%
SACTSONJ
1022
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$617K -$262K -3,405 -28%
EL
1023
Essex LLC
Illinois
$617K -$308 -4 -0%
WT
1024
Whittier Trust
California
$616K -$6.09K -79 -0.9%
TAP
1025
TSG Advice Partners
Ohio
$616K +$8.09K +105 +1%
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