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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
WH
1976
Willner & Heller
California
– -$247K -4,187 Closed
CAM
1977
Campion Asset Management
Virginia
– -$247K -4,176 Closed
FCA
1978
FLC Capital Advisors
California
– -$246K -4,172 Closed
OBGC
1979
O'Brien Greene & Co
Pennsylvania
– -$243K -4,120 Closed
NFSG
1980
Newbridge Financial Services Group
Florida
– -$242K -4,096 Closed
ACM
1981
Alethea Capital Management
Washington
– -$239K -4,055 Closed
VL
1982
Vima LLC
Michigan
– -$239K -4,052 Closed
QI
1983
Qtron Investments
Massachusetts
– -$239K -4,043 Closed
MSFS
1984
Main Street Financial Solutions
Pennsylvania
– -$239K -4,042 Closed
RCM
1985
Regency Capital Management
Hawaii
– -$236K -4,000 Closed
KFA
1986
Kapstone Financial Advisors
Ohio
– -$236K -3,995 Closed
PWPS
1987
Pinnacle Wealth Planning Services
Ohio
– -$235K -3,983 Closed
MIG
1988
McGuire Investment Group
Rhode Island
– -$229K -3,873 Closed
TFA
1989
Tranquilli Financial Advisor
New Jersey
– -$223K -3,834 Closed
WMP
1990
Wealth Management Partners
Arizona
– -$226K -3,824 Closed
SSWM
1991
Strait & Sound Wealth Management
California
– -$225K -3,803 Closed
CPA
1992
Cardiff Park Advisors
California
– -$224K -3,791 Closed
DWM
1993
Drive Wealth Management
Utah
– -$222K -3,767 Closed
BWP
1994
Balboa Wealth Partners
Arizona
– -$222K -3,765 Closed
KFSC
1995
Keystone Financial Services (Colorado)
Colorado
– -$222K -3,758 Closed
RMDI
1996
R.M. Davis Inc
Maine
– -$217K -3,673 Closed
GFG
1997
Goldstone Financial Group
Illinois
– -$216K -3,665 Closed
EFSCE
1998
Enterprise Financial Services Corp (EFSC)
Missouri
– -$216K -3,652 Closed
D
1999
Diversified
Delaware
– -$212K -3,592 Closed
CFSG
2000
Community Financial Services Group
Vermont
– -$211K -3,580 Closed
78 79
80
81 82