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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1976
New England Capital Financial Advisors
Connecticut
$172K -$9.32K -131 -5%
CIR
1977
Clear Investment Research
Georgia
$170K +$996 +14 +0.6%
LTI
1978
Laffer Tengler Investments
Tennessee
$170K -$2.72M -38,226 -94%
HFS
1979
Hantz Financial Services
Michigan
$169K -$4.83M -67,923 -97%
TIM
1980
Tortoise Investment Management
New York
$167K +$41.6K +584 +32%
Bank Julius Baer & Co
1981
Bank Julius Baer & Co
Switzerland
$166K -$83.8K -1,178 -33%
NFSG
1982
Newbridge Financial Services Group
Florida
$166K +$13.2K +185 +8%
CTWM
1983
Cherry Tree Wealth Management
Minnesota
$165K +$170K +2,389 New
TWM
1984
Tradition Wealth Management
Minnesota
$165K +$12.6K +177 +8%
BTI
1985
Blue Trust Inc
Georgia
$163K -$346K -4,857 -69%
AAG
1986
Armstrong Advisory Group
Massachusetts
$163K -$27.7K -389 -14%
LFA
1987
Laraway Financial Advisors
Minnesota
$162K -$14.2K -200 -8%
SIS
1988
Sound Income Strategies
Florida
$159K -$47.6K -669 -22%
MA
1989
MCF Advisors
Kentucky
$158K – – –
HWA
1990
HHM Wealth Advisors
Tennessee
$149K – – –
MCM
1991
Manchester Capital Management
Vermont
$149K -$296K -4,166 -66%
CYG
1992
Clean Yield Group
Vermont
$148K -$7.12K -100 -4%
GFL
1993
Granite FO LLC
New Hampshire
$147K -$107K -1,500 -41%
YDMI
1994
Y.D. More Investments
Israel
$144K – – –
NRG
1995
Nemes Rush Group
Michigan
$138K +$142K +1,999 New
SSG
1996
Summit Securities Group
New York
$137K -$59.9K -842 -30%
CB
1997
Centennial Bank
Arkansas
$136K -$28.5K -400 -17%
CAC
1998
Certified Advisory Corp
Florida
$134K -$12K -169 -8%
DIP
1999
DT Investment Partners
Pennsylvania
$133K – – –
OPTFSNA
2000
Old Point Trust & Financial Services N A
Virginia
$132K -$113K -1,583 -45%