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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1501
Birch Capital Management
Texas
$237K – – –
LF
1502
Lighthouse Financial
Florida
$236K – – –
BWA
1503
Basecamp Wealth Advisors
Washington
$236K +$234K +2,971 New
AWM
1504
Avior Wealth Management
Nebraska
$234K +$232K +2,948 New
V
1505
VeraBank
Texas
$233K -$44.3K -562 -16%
NRC
1506
New Republic Capital
North Carolina
$233K +$231K +2,932 New
WA
1507
Wealth Architects
California
$231K +$2.6K +33 +1%
FMC
1508
First Merchants Corp
Indiana
$231K +$229K +2,909 New
PIA
1509
Perennial Investment Advisors
California
$230K +$11.7K +149 +5%
WP
1510
WealthShield Partners
North Carolina
$230K +$1.02K +13 +0.5%
TW
1511
TritonPoint Wealth
Maryland
$230K -$13.7K -174 -6%
MC
1512
Middleton & Co
Massachusetts
$230K – – –
TIA
1513
Traphagen Investment Advisors
New Jersey
$230K +$2.05K +26 +0.9%
CWS
1514
Cypress Wealth Services
California
$229K +$228K +2,889 New
GPW
1515
Genesis Private Wealth
Virginia
$229K +$946 +12 +0.4%
LWP
1516
LeClair Wealth Partners
Ohio
$229K +$1.18K +15 +0.5%
ECM
1517
EagleClaw Capital Management
Massachusetts
$229K +$227K +2,880 New
RMCM
1518
Reynders McVeigh Capital Management
Massachusetts
$228K +$226K +2,869 New
TFA
1519
Tranquilli Financial Advisor
New Jersey
$227K +$8.12K +103 +4%
LOWM
1520
Laurel Oak Wealth Management
New Jersey
$227K +$225K +2,860 New
SFG
1521
Sunburst Financial Group
Alabama
$226K -$2.76K -35 -1%
SIS
1522
Sound Income Strategies
Florida
$226K +$11.4K +144 +5%
TIA
1523
Tiemann Investment Advisors
California
$226K – – –
AFT
1524
Alpha Family Trust
California
$225K – – –
SFM
1525
Signet Financial Management
New Jersey
$224K +$8.2K +104 +4%