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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1251
Lebenthal Asset Management
New York
$611K +$27.9K +280 +5%
JFA
1252
JNBA Financial Advisors
Minnesota
$609K – – –
CC
1253
Cannell & Co
New York
$605K -$14.9K -150 -2%
AGA
1254
Accuvest Global Advisors
Utah
$605K – – –
MMPW
1255
Mitchell McLeod Pugh & Williams
Alabama
$601K +$19.9K +200 +3%
PAM
1256
Palisade Asset Management
Minnesota
$598K -$41.9K -420 -6%
BHBT
1257
Burke & Herbert Bank & Trust
Virginia
$596K +$94K +943 +18%
KCPG
1258
Kavar Capital Partners Group
Kansas
$592K +$199 +2 +0%
SAM
1259
Shamrock Asset Management
Texas
$590K -$12.5K -125 -2%
SG
1260
Swarthmore Group
Pennsylvania
$589K – – –
PMFA
1261
Plante Moran Financial Advisors
Michigan
$587K +$43.2K +433 +8%
AIM
1262
Acropolis Investment Management
Missouri
$584K -$77.7K -780 -11%
KLWA
1263
Kelly Lawrence W & Associates
California
$579K +$15.4K +155 +3%
NA
1264
NewEdge Advisors
Louisiana
$578K +$604K +6,058 New
FCM
1265
Fairbanks Capital Management
California
$577K +$601K +6,031 New
WHI
1266
William Harris Investors
Illinois
$576K – – –
JFA
1267
Johanson Financial Advisors
California
$576K +$20.5K +206 +4%
EM
1268
Excalibur Management
Massachusetts
$575K -$13.8K -138 -2%
MCA
1269
Morris Capital Advisors
Pennsylvania
$575K +$139K +1,395 +30%
III
1270
Independent Investors Inc
New York
$574K – – –
SS
1271
Simplicity Solutions
Minnesota
$573K +$14.8K +149 +3%
CF
1272
Corrigan Financial
Rhode Island
$573K -$101K -1,014 -14%
NIA
1273
Northstar Investment Advisors
Colorado
$572K -$2.99K -30 -0.5%
TG
1274
TLP Group
Illinois
$571K +$594K +5,962 New
VFS
1275
VSR Financial Services
Kansas
$570K -$1.88M -18,910 -76%