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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1451
Belpointe Asset Management
Nevada
$261K -$10.2K -130 -4%
KFI
1452
Key Financial Inc
Pennsylvania
$261K – – –
HFP
1453
Holistic Financial Partners
Indiana
$259K -$10.4K -132 -4%
WKWM
1454
Walter & Keenan Wealth Management
Indiana
$259K -$63.1K -800 -20%
PIM
1455
Penobscot Investment Management
Massachusetts
$259K -$3.94K -50 -2%
LFA
1456
Laraway Financial Advisors
Minnesota
$258K -$9.85K -125 -4%
SCA
1457
Stonebridge Capital Advisors
Minnesota
$258K -$16.6K -211 -6%
SVWAG
1458
Sound View Wealth Advisors Group
Georgia
$258K +$6.62K +84 +3%
NCTC
1459
New Covenant Trust Company
Indiana
$258K -$10K -127 -4%
AWA
1460
AGH Wealth Advisors
Kansas
$256K -$35.3K -448 -12%
SC
1461
Sepio Capital
Utah
$256K -$12.5K -159 -5%
LC
1462
Lawood & Co
Pennsylvania
$256K +$254K +3,220 New
FB
1463
First Bancorp
Maine
$255K – – –
EWS
1464
Eagle Wealth Strategies
New Jersey
$254K -$31.1K -394 -11%
FWP
1465
Flatrock Wealth Partners
California
$254K +$252K +3,201 New
SIM
1466
Sentry Investment Management
Wisconsin
$254K – – –
RWP
1467
Revolve Wealth Partners
New Jersey
$254K -$14.6K -185 -5%
GWM
1468
GK Wealth Management
Nevada
$252K -$23.3K -296 -9%
AI
1469
AXS Investments
New York
$252K -$63.3K -803 -20%
HIC
1470
Holderness Investments Company
North Carolina
$251K – – –
PCA
1471
Peddock Capital Advisors
Massachusetts
$250K +$1.02K +13 +0.4%
TWM
1472
Topsail Wealth Management
North Carolina
$250K – – –
TBA
1473
Tower Bridge Advisors
Pennsylvania
$250K – – –
BHWM
1474
Bar Harbor Wealth Management
New Hampshire
$250K +$248K +3,150 New
KCM
1475
Kanawha Capital Management
Virginia
$248K -$43.4K -550 -15%
57 58
59
60 61