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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1351
Klingman & Associates
New York
$322K +$48.5K +615 +18%
FMLI
1352
Fukoku Mutual Life Insurance
Japan
$322K +$104K +1,315 +48%
DI
1353
Decision Investments
California
$322K +$320K +4,056 New
FCH
1354
Freestone Capital Holdings
Washington
$321K -$13.4K -170 -4%
CCA
1355
Childress Capital Advisors
Texas
$321K -$75.2K -954 -19%
BA
1356
Ballast Advisors
Minnesota
$321K – – –
MF
1357
Meridian Financial
Massachusetts
$320K -$64.1K -813 -17%
AWAP
1358
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$320K – – –
GITFIT
1359
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$317K – – –
MUAMU
1360
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$317K -$946K -12,000 -75%
MPWS
1361
McCarter Private Wealth Services
Massachusetts
$317K +$315K +3,991 New
OAS
1362
Optivise Advisory Services
Tennessee
$317K -$631 -8 -0.2%
GHA
1363
GW Henssler & Associates
Georgia
$316K -$1.58K -20 -0.5%
MPCG
1364
Matrix Private Capital Group
New York
$316K +$15K +190 +5%
LSC
1365
Lesa Sroufe & Co
Washington
$315K – – –
CHJWM
1366
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K -$25.6K -325 -8%
CH
1367
Cromwell Holdings
Wyoming
$312K – – –
Q1WB
1368
Quest 10 Wealth Builders
Virginia
$312K +$21K +266 +7%
SFC
1369
SYM Financial Corp
Indiana
$310K +$1.97K +25 +0.6%
CAS
1370
Coppell Advisory Solutions
Texas
$310K +$41K +520 +15%
LIA
1371
Luken Investment Analytics
Tennessee
$309K +$1.18K +15 +0.4%
BMCM
1372
Bryn Mawr Capital Management
Pennsylvania
$307K +$26.7K +339 +10%
FAN
1373
Financial Advisors Network
California
$306K +$6.54K +83 +2%
FIB
1374
First Interstate Bank
Montana
$305K – – –
GEA
1375
Glen Eagle Advisors
New Jersey
$304K – – –