We are live on ! Find out more
CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
EL
1226
Essex LLC
Illinois
$304K – – –
CPA
1227
Capital Performance Advisors
California
$304K +$269K +4,491 New
SIG
1228
Sargent Investment Group
Maryland
$301K +$30.5K +510 +13%
DE
1229
Diversified Enterprises
Delaware
$300K +$265K +4,435 New
HIC
1230
Holderness Investments Company
North Carolina
$300K +$265K +4,424 New
AWM
1231
Allen Wealth Management
North Carolina
$299K -$29.9K -499 -10%
SCM
1232
Sterling Capital Management
North Carolina
$298K -$32K -535 -11%
Federated Hermes
1233
Federated Hermes
Pennsylvania
$298K -$308K -5,139 -54%
AA
1234
Advisory Alpha
Michigan
$297K +$263K +4,390 New
BCM
1235
Birch Capital Management
Texas
$297K – – –
FCH
1236
Freestone Capital Holdings
Washington
$297K -$42.1K -703 -14%
CA
1237
CoreCap Advisors
Michigan
$296K +$2.69K +45 +1%
LW
1238
Lauer Wealth
Indiana
$296K -$72.5K -1,212 -21%
FNT
1239
First National Trust
Pennsylvania
$295K -$266K -4,441 -50%
DT
1240
Diversified Trust
Tennessee
$295K +$260K +4,352 New
PFA
1241
Petra Financial Advisors
Colorado
$295K +$260K +4,348 New
UAML
1242
US Asset Management LLC
Pennsylvania
$294K +$259K +4,333 New
TF
1243
Tompkins Financial
New York
$294K – – –
NIM
1244
Northeast Investment Management
Massachusetts
$294K -$207K -3,455 -44%
GHA
1245
GW Henssler & Associates
Georgia
$294K +$259K +4,334 New
KRW
1246
Kaufman Rossin Wealth
Florida
$293K +$259K +4,325 New
IAS
1247
Insigneo Advisory Services
Florida
$293K -$99.1K -1,656 -28%
PP
1248
PDS Planning
Ohio
$293K +$259K +4,320 New
OHWA
1249
Oak Hill Wealth Advisors
Virginia
$293K +$258K +4,319 New
SIA
1250
Soltis Investment Advisors
Utah
$292K +$258K +4,316 New