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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1201
Tocqueville Asset Management
New York
$940K +$91.4K +1,290 +11%
SWM
1202
Silverlake Wealth Management
Vermont
$939K +$25.9K +365 +3%
DA
1203
Doliver Advisors
Texas
$935K +$3.54K +50 +0.4%
ECM
1204
EagleClaw Capital Management
Massachusetts
$933K -$17.8K -251 -2%
VIM
1205
Vista Investment Management
Pennsylvania
$930K -$9.78K -138 -1%
SIS
1206
Strategic Investment Solutions
Illinois
$928K +$914K +12,896 +6,200%
CPIG
1207
Chicago Partners Investment Group
Illinois
$928K +$14.2K +201 +2%
YC
1208
Yarbrough Capital
Tennessee
$923K – – –
BWA
1209
Blodgett Wealth Advisors
California
$921K -$90.2K -1,273 -9%
BCM
1210
Boltwood Capital Management
California
$916K +$709 +10 +0.1%
SFG
1211
Sterling Financial Group
California
$916K -$43.1K -608 -4%
IFU
1212
iSAM Funds (UK)
United Kingdom
$916K +$930K +13,119 New
CD
1213
Chapin Davis
Maryland
$914K +$3.83K +54 +0.4%
FRM
1214
Fox Run Management
Connecticut
$913K +$927K +13,076 New
WC
1215
Weil Company
California
$912K -$344K -4,851 -27%
LSAG
1216
Lake Street Advisors Group
New Hampshire
$911K +$22K +311 +2%
9WM
1217
9258 Wealth Management
Ohio
$910K +$69.7K +984 +8%
Fayez Sarofim & Co
1218
Fayez Sarofim & Co
Texas
$905K -$17.6K -249 -2%
KCM
1219
Kendall Capital Management
Maryland
$904K -$7.09K -100 -0.8%
SIG
1220
Sargent Investment Group
Maryland
$903K +$110K +1,546 +14%
IA
1221
IFP Advisors
Florida
$902K +$102K +1,437 +13%
IB
1222
Intrust Bank
Kansas
$896K +$84.1K +1,187 +10%
KCM
1223
KLK Capital Management
California
$895K +$201K +2,838 +28%
AWP
1224
Ascent Wealth Partners
New York
$894K +$40.1K +566 +5%
RWB
1225
RMR Wealth Builders
New Jersey
$890K -$14.2K -200 -2%