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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
RB
1976
Rodgers Brothers
Pennsylvania
– -$1.86M -23,306 Closed
LWA
1977
Lineweaver Wealth Advisors
Ohio
– -$1.83M -22,934 Closed
MWM
1978
Meridian Wealth Management
Kentucky
– -$1.81M -22,710 Closed
GGA
1979
Granite Group Advisors
Connecticut
– -$1.75M -21,901 Closed
ACM
1980
Ategra Capital Management
Virginia
– -$1.7M -21,285 Closed
KPPF
1981
Klein Pavlis & Peasley Financial
California
– -$1.66M -20,846 Closed
SAM
1982
Sawgrass Asset Management
Florida
– -$1.62M -20,267 Closed
BMCM
1983
Bryn Mawr Capital Management
Pennsylvania
– -$1.69M -20,236 Closed
EA
1984
Ellsworth Advisors
Ohio
– -$1.34M -19,559 Closed
SW
1985
SteelPeak Wealth
California
– -$1.48M -18,495 Closed
NFA
1986
Northern Financial Advisors
Michigan
– -$1.41M -17,622 Closed
MS
1987
Madden Securities
Texas
– -$1.39M -17,421 Closed
MHS
1988
M Holdings Securities
Oregon
– -$1.37M -17,190 Closed
CM
1989
Columbus Macro
Pennsylvania
– -$1.37M -17,152 Closed
SI
1990
Symmetry Investments
Jersey
– -$1.36M -17,058 Closed
OC
1991
Oarsman Capital
Wisconsin
– -$1.26M -15,839 Closed
VI
1992
Versor Investments
New York
– -$1.25M -15,706 Closed
UBG
1993
United Bank (Georgia)
Georgia
– -$1.22M -15,263 Closed
FFH
1994
Fairfax Financial Holdings
Ontario, Canada
– -$1.2M -15,000 Closed
LIM
1995
Letson Investment Management
Georgia
– -$1.19M -14,978 Closed
DPIM
1996
Duff & Phelps Investment Management
Illinois
– -$1.18M -14,766 Closed
BMM
1997
Buffington Mohr McNeal
Idaho
– -$1.13M -14,218 Closed
NF
1998
Nvest Financial
New Hampshire
– -$1.13M -14,188 Closed
PAA
1999
Peregrine Asset Advisers
Oregon
– -$1.11M -13,884 Closed
TIA
2000
Trust Investment Advisors
Indiana
– -$1.09M -13,675 Closed