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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1126
Wallace Advisory Group
California
$397K +$74K +1,236 +16%
LA
1127
LexAurum Advisors
Kansas
$393K -$7.96K -133 -2%
GVAG
1128
Great Valley Advisor Group
Delaware
$392K +$36.2K +605 +12%
TC
1129
Truvestments Capital
Florida
$390K +$7.24K +121 +2%
MCC
1130
Money Concepts Capital
Florida
$390K -$26.3K -440 -7%
CFB
1131
Cullen/Frost Bankers
Texas
$389K -$24.9K -416 -7%
SMH
1132
Sanders Morris Harris
Texas
$386K – – –
BW
1133
Basepoint Wealth
Iowa
$384K -$16.7K -279 -5%
AF
1134
Amara Financial
California
$382K – – –
AGP
1135
Aspire Growth Partners
Florida
$380K +$17.4K +291 +5%
IC
1136
Iconiq Capital
California
$378K +$334K +5,586 New
VFM
1137
Vision Financial Markets
Connecticut
$377K -$10.4K -174 -3%
BC
1138
Barrett & Company
Rhode Island
$376K -$7.84K -131 -2%
JWA
1139
JFS Wealth Advisors
Pennsylvania
$374K +$99.6K +1,665 +43%
BFO
1140
Boston Family Office
Massachusetts
$374K -$129K -2,150 -28%
B
1141
Birchbrook
Maine
$373K -$42.7K -713 -11%
GWA
1142
GGM Wealth Advisors
Maryland
$372K – – –
FNFDCM
1143
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K -$15.4K -258 -4%
EA
1144
Everpar Advisors
Oklahoma
$371K +$328K +5,481 New
PGF
1145
Plan Group Financial
Oklahoma
$370K +$13.2K +221 +4%
MF
1146
Meridian Financial
Massachusetts
$370K – – –
TBA
1147
Tower Bridge Advisors
Pennsylvania
$369K -$345K -5,759 -51%
ACG
1148
Allen Capital Group
Nebraska
$369K +$326K +5,443 New
AFP
1149
Ausdal Financial Partners
Iowa
$368K +$325K +5,430 New
CAMG
1150
CWA Asset Management Group
Florida
$366K +$324K +5,407 New