CVS icon

CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$65.6K -624 -6%
SFI
1402
SPC Financial Inc
Maryland
$1.04M -$15.8K -150 -1%
HCM
1403
Hollencrest Capital Management
California
$1.04M +$15.8K +150 +1%
OTL
1404
Oak Thistle LLC
New York
$1.03M +$1.07M +10,207 New
AF
1405
Advisornet Financial
Minnesota
$1.03M -$186K -1,768 -15%
ACP
1406
Aviance Capital Partners
Florida
$1.03M +$630 +6 +0.1%
GA
1407
GFS Advisors
Texas
$1.03M -$52.5K -500 -5%
SAM
1408
Simplify Asset Management
Nevada
$1.02M +$171K +1,628 +19%
AAS
1409
Annex Advisory Services
Wisconsin
$1.02M +$523K +4,983 +97%
LWIC
1410
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.02M +$1.06M +10,094 New
MCA
1411
Millennium Capital Advisors
Arkansas
$1.02M -$21.5K -205 -2%
WDA
1412
Wendell David Associates
New Hampshire
$1.02M – – –
AWE
1413
Avidian Wealth Enterprises
Texas
$1.02M -$945 -9 -0.1%
FHA
1414
First Horizon Advisors
Tennessee
$1.01M -$517K -4,918 -33%
CF
1415
Centaurus Financial
California
$1.01M -$128K -1,223 -11%
SFP
1416
Sweet Financial Partners
Minnesota
$1.01M +$22.9K +218 +2%
WPW
1417
Waldron Private Wealth
Pennsylvania
$1.01M -$104K -988 -9%
BFM
1418
Boston Financial Management
Massachusetts
$1.01M +$164K +1,563 +19%
HFM
1419
Harvest Fund Management
China
$1.01M +$106K +1,011 +11%
WP
1420
WMS Partners
Maryland
$1M +$172K +1,633 +20%
ACM
1421
Advisors Capital Management
New Jersey
$1M +$17.3K +165 +2%
EFI
1422
EHP Funds Inc
Canada
$1M +$1.04M +9,900 New
LWA
1423
Lineweaver Wealth Advisors
Ohio
$1M +$135K +1,284 +15%
SRG
1424
SBB Research Group
Illinois
$1M -$57.9K -551 -5%
HT
1425
HighTower Trust
Texas
$999K +$9.98K +95 +1%