CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1326
Whalerock Point Partners
Rhode Island
$317K -$8.05K -138 -3%
WQ
1327
Wealth Quarterback
New Jersey
$316K -$644K -11,036 -69%
PIM
1328
Penobscot Investment Management
Massachusetts
$316K -$190K -3,255 -39%
HIC
1329
Holderness Investments Company
North Carolina
$314K +$117 +2 +0%
EFM
1330
E Fund Management
China
$314K +$16.1K +276 +6%
PCA
1331
Private Capital Advisors
Connecticut
$314K – – –
VC
1332
Vicus Capital
Pennsylvania
$313K -$10.6K -181 -4%
FFWM
1333
Future Financial Wealth Management
Ohio
$313K +$175 +3 +0.1%
PP
1334
Patten & Patten
Tennessee
$313K -$2.16K -37 -0.7%
CCIA
1335
Campbell & Co Investment Adviser
Maryland
$312K +$290K +4,964 New
SVWAG
1336
Sound View Wealth Advisors Group
Georgia
$311K +$27.6K +473 +11%
MSFP
1337
Mark Sheptoff Financial Planning
Connecticut
$311K -$17.5K -300 -6%
MRCM
1338
M&R Capital Management
New Jersey
$310K +$817 +14 +0.3%
VRM
1339
Vectors Research Management
New York
$310K – – –
FWTB
1340
First Western Trust Bank
Colorado
$309K -$25.1K -430 -8%
OFS
1341
OneAscent Financial Services
Alabama
$309K +$286K +4,910 New
Koshinski Asset Management
1342
Koshinski Asset Management
Illinois
$308K -$55.4K -949 -16%
USB
1343
Union Savings Bank
Connecticut
$308K -$105K -1,802 -27%
MPM
1344
MBB Public Markets
Illinois
$306K -$4.98M -85,437 -95%
EWA
1345
Etesian Wealth Advisors
Oregon
$305K -$67.1K -1,150 -19%
TBNY
1346
Trustco Bank (New York)
New York
$304K -$14.9K -255 -5%
TPI
1347
Trust Point Inc
Wisconsin
$303K -$108K -1,845 -28%
BMWM
1348
Brown Miller Wealth Management
Virginia
$303K +$875 +15 +0.3%
RIA
1349
Realta Investment Advisors
Delaware
$303K -$130K -2,221 -33%
PM
1350
Penbrook Management
New York
$302K -$163K -2,800 -37%