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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
IF
2026
Ironwood Financial
Arizona
$11K +$3.36K +41 +48%
HC
2027
Hoese & Co
Minnesota
$11K +$10.7K +131 New
APW
2028
Acima Private Wealth
Virginia
$10K – – –
EAM
2029
Eukles Asset Management
Ohio
$10K – – –
PWP
2030
Personal Wealth Partners
Minnesota
$10K +$9.83K +120 New
O
2031
Ossiam
France
$8K -$12.5M -152,578 -100%
GWMIA
2032
Global Wealth Management Investment Advisory
Florida
$8K – – –
MIM
2033
Macroview Investment Management
Maryland
$8K – – –
PFA
2034
Professional Financial Advisors
Nebraska
$8K – – –
RDFA
2035
Ritter Daniher Financial Advisory
Ohio
$8K – – –
SFPG
2036
Stonebridge Financial Planning Group
Florida
$8K – – –
AW
2037
Alaethes Wealth
Nevada
$8K +$7.78K +95 New
MS
2038
Mizuho Securities
Japan
$7K -$82 -1 -1%
CPWM
2039
Cypress Point Wealth Management
Texas
$7K – – –
IPW
2040
IronBridge Private Wealth
Texas
$7K – – –
AWM
2041
Activest Wealth Management
Florida
$6K – – –
SCA
2042
Stuart Chaussee & Associates
California
$6K – – –
TAM
2043
Tucker Asset Management
Colorado
$5.76K – – –
CWAF
2044
Core Wealth Advisors (Florida)
Florida
$5K – – –
FPFS
2045
First Personal Financial Services
North Carolina
$5K – – –
GG
2046
Gleason Group
Kentucky
$5K – – –
LS
2047
Leelyn Smith
Illinois
$5K – – –
SFO
2048
Standard Family Office
South Dakota
$5K – – –
IRAG
2049
Investment Research & Advisory Group
Georgia
$5K +$4.59K +56 New
BC
2050
Burleson & Co
California
$4K – – –