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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2176
McGlone Suttner Wealth Management
Wisconsin
$22.9K +$20.7K +291 New
PCMC
2177
Planning Capital Management Corporation
Pennsylvania
$22.7K +$20.5K +288 New
AWM
2178
Abound Wealth Management
Tennessee
$22.4K +$4.13K +58 +26%
NMM
2179
Naples Money Management
Florida
$22K +$19.8K +278 New
PA
2180
Pineridge Advisors
Missouri
$20.7K +$18.6K +262 New
FCT
2181
First Community Trust
Iowa
$20.5K – – –
PCFFS
2182
Pacific Center for Financial Services
California
$19.7K – – –
TAM
2183
Tucker Asset Management
Colorado
$19.7K – – –
FFL
2184
Financial Freedom LLC
Ohio
$19.7K -$1.07K -15 -6%
TCG
2185
Transcendent Capital Group
Oklahoma
$19.6K +$17.7K +248 New
RCM
2186
Raleigh Capital Management
North Carolina
$19.3K -$19.1K -269 -52%
VCM
2187
Versant Capital Management
Arizona
$18.8K -$30K -421 -64%
IWP
2188
IAG Wealth Partners
Wisconsin
$17.9K +$4.06K +57 +34%
LOIP
2189
Live Oak Investment Partners
Texas
$17.6K – – –
SIC
2190
SJS Investment Consulting
Ohio
$17.3K +$7.97K +112 +105%
PO
2191
Private Ocean
California
$17.2K +$9.96K +140 +179%
FRA
2192
Front Row Advisors
California
$16.2K -$10.7K -150 -42%
WFA
2193
West Financial Advisors
Iowa
$16K -$2.21K -31 -13%
FCMT
2194
Founders Capital Management (Texas)
Texas
$15.8K – – –
PCA
2195
Providence Capital Advisors
North Carolina
$15.8K – – –
FSWA
2196
Financial Synergies Wealth Advisors
Texas
$15.2K – – –
KFS
2197
Kelly Financial Services
Massachusetts
$14.3K +$3.77K +53 +41%
AW
2198
Avion Wealth
Texas
$14K -$712 -10 -5%
DCP
2199
Distillate Capital Partners
Illinois
$13.7K – – –
DFA
2200
DHJJ Financial Advisors
Illinois
$13.6K – – –