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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
WH
2076
Willner & Heller
California
$225K -$14.9K -151 -6%
PWM
2077
PRW Wealth Management
Massachusetts
$225K +$5.94K +60 +3%
CT
2078
Colonial Trust
South Carolina
$225K +$233K +2,355 New
CRC
2079
Curi RMB Capital
Illinois
$225K +$234K +2,364 New
BBW
2080
Blue Barn Wealth
Utah
$224K +$10.7K +108 +5%
CA
2081
Centerpoint Advisors
Massachusetts
$223K +$19.8K +200 +9%
ICP
2082
Interchange Capital Partners
Pennsylvania
$222K -$22.4K -226 -9%
SEEDPG
2083
S.E.E.D. Planning Group
New York
$222K -$6.24K -63 -3%
MFGM
2084
Marshall Financial Group (Maryland)
Maryland
$221K -$7.82K -79 -3%
GA
2085
GFS Advisors
Texas
$220K – – –
MCM
2086
Monarch Capital Management
Indiana
$220K – – –
PFS
2087
Physicians Financial Services
North Carolina
$220K – – –
IFS
2088
Ifrah Financial Services
Arkansas
$220K +$12.7K +128 +6%
SHWM
2089
Smith & Howard Wealth Management
Georgia
$220K +$228K +2,302 New
CFAM
2090
Center For Asset Management
Florida
$219K -$14.3K -144 -6%
AFG
2091
Allegheny Financial Group
Pennsylvania
$219K -$4.85K -49 -2%
Bank Julius Baer & Co
2092
Bank Julius Baer & Co
Switzerland
$219K -$3.96K -40 -2%
ETH
2093
Exos TFP Holdings
New York
$219K +$227K +2,298 New
JFGIW
2094
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$718K -7,258 -76%
CPIA
2095
Cornell Pochily Investment Advisors
New York
$218K +$227K +2,290 New
MHWM
2096
Montz Harcus Wealth Management
Louisiana
$217K -$4.16K -42 -2%
WIM
2097
WealthPlan Investment Management
Nebraska
$217K +$210K +2,124 New
PCWA
2098
Pacific Capital Wealth Advisors
California
$216K +$224K +2,264 New
AP
2099
Adero Partners
California
$216K +$225K +2,274 New
TIA
2100
Traphagen Investment Advisors
New Jersey
$215K -$11.3K -114 -5%