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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2301
Pacific Center for Financial Services
California
$25K
RG
2302
Retirement Group
California
$25K +$3.68K +35 +17%
MIM
2303
Macroview Investment Management
Maryland
$25K +$14.3K +136 +128%
S
2304
Surevest
California
$24K
VCM
2305
Versant Capital Management
Arizona
$24K +$1.26K +12 +5%
SC
2306
Siena Capital
Ohio
$24K +$24.5K +233 New
GIA
2307
Goodwin Investment Advisory
Georgia
$23K +$23.7K +226 New
MW
2308
Milestone Wealth
New York
$21K
FWA
2309
FSC Wealth Advisors
New York
$20K
LPWM
2310
Lake Point Wealth Management
Texas
$20K
NL
2311
NVWM LLC
Pennsylvania
$20K +$10.3K +98 +98%
BFG
2312
Baron Financial Group
New Jersey
$19.5K +$105 +1 +0.5%
CAM
2313
Close Asset Management
United Kingdom
$19K
SC
2314
Schubert & Co
Texas
$19K +$13.2K +126 +200%
DBG
2315
De Burlo Group
Massachusetts
$18.2K +$18.9K +180 New
CA
2316
Crewe Advisors
Utah
$17K +$17.3K +165 New
FPFS
2317
First Personal Financial Services
North Carolina
$15K -$840 -8 -5%
KC
2318
Kenfarb & Co
Kentucky
$15K
UIA
2319
Ulland Investment Advisors
Minnesota
$14K
CI
2320
Cordant Inc
Oregon
$14K +$14.1K +134 New
PP
2321
PFS Partners
New Jersey
$13.8K
PH
2322
Pinnacle Holdings
Oklahoma
$13.5K +$14K +133 New
HC
2323
Hoese & Co
Minnesota
$13K
APW
2324
Acima Private Wealth
Virginia
$12K
EAM
2325
Eukles Asset Management
Ohio
$12K