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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1026
Avestar Capital
New York
$610K +$43.8K +568 +7%
BMC
1027
Benin Management Corp
Connecticut
$605K +$7.7K +100 +1%
VCS
1028
Vaughan & Co Securities
New Jersey
$602K -$26.5K -344 -4%
ST
1029
Spinnaker Trust
Maine
$595K – – –
SWM
1030
Silverlake Wealth Management
Vermont
$593K +$1.93K +25 +0.3%
SIA
1031
Soltis Investment Advisors
Utah
$591K +$14.5K +188 +2%
NS
1032
NBC Securities
Alabama
$591K -$63.7K -827 -9%
GIM
1033
Goelzer Investment Management
Indiana
$590K +$148K +1,915 +30%
LBC
1034
Leigh Baldwin & Co
New York
$589K +$2.46K +32 +0.4%
EFG
1035
Everhart Financial Group
Ohio
$588K -$66.9K -868 -10%
KCFA
1036
Key Client Fiduciary Advisors
New Jersey
$587K +$17.6K +228 +3%
OF
1037
Optimize Financial
California
$585K +$628K +8,151 New
CCA
1038
Checchi Capital Advisers
California
$584K +$110K +1,433 +21%
KCP
1039
Kera Capital Partners
California
$584K -$63.9K -830 -9%
AC
1040
Aristeia Capital
Connecticut
$579K +$144K +1,874 +30%
IAS
1041
Insigneo Advisory Services
Florida
$576K -$47.5K -617 -7%
AG
1042
ASO Group
$575K – – –
IHL
1043
Investment House LLC
California
$572K – – –
MA
1044
MCF Advisors
Kentucky
$571K +$258K +3,355 +73%
HH
1045
Hilltop Holdings
Texas
$571K -$740K -9,604 -55%
WC
1046
Waterloo Capital
Texas
$571K -$19.1K -248 -3%
LFG
1047
Larson Financial Group
Missouri
$570K +$178K +2,308 +41%
CMF
1048
Counterpoint Mutual Funds
California
$570K +$612K +7,941 New
BHPW
1049
Beverly Hills Private Wealth
California
$568K +$18.7K +243 +3%
PI
1050
PineBridge Investments
New York
$566K +$607K +7,877 New