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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1976
FLC Capital Advisors
California
– -$246K -4,172 Closed
OBGC
1977
O'Brien Greene & Co
Pennsylvania
– -$243K -4,120 Closed
NFSG
1978
Newbridge Financial Services Group
Florida
– -$242K -4,096 Closed
ACM
1979
Alethea Capital Management
Washington
– -$239K -4,055 Closed
VL
1980
Vima LLC
Michigan
– -$239K -4,052 Closed
QI
1981
Qtron Investments
Massachusetts
– -$239K -4,043 Closed
MSFS
1982
Main Street Financial Solutions
Pennsylvania
– -$239K -4,042 Closed
RCM
1983
Regency Capital Management
Hawaii
– -$236K -4,000 Closed
KFA
1984
Kapstone Financial Advisors
Ohio
– -$236K -3,995 Closed
PWPS
1985
Pinnacle Wealth Planning Services
Ohio
– -$235K -3,983 Closed
MIG
1986
McGuire Investment Group
Rhode Island
– -$229K -3,873 Closed
TFA
1987
Tranquilli Financial Advisor
New Jersey
– -$223K -3,834 Closed
WMP
1988
Wealth Management Partners
Arizona
– -$226K -3,824 Closed
SSWM
1989
Strait & Sound Wealth Management
California
– -$225K -3,803 Closed
CPA
1990
Cardiff Park Advisors
California
– -$224K -3,791 Closed
DWM
1991
Drive Wealth Management
Utah
– -$222K -3,767 Closed
BWP
1992
Balboa Wealth Partners
Arizona
– -$222K -3,765 Closed
KFSC
1993
Keystone Financial Services (Colorado)
Colorado
– -$222K -3,758 Closed
RMDI
1994
R.M. Davis Inc
Maine
– -$217K -3,673 Closed
GFG
1995
Goldstone Financial Group
Illinois
– -$216K -3,665 Closed
EFSCE
1996
Enterprise Financial Services Corp (EFSC)
Missouri
– -$216K -3,652 Closed
D
1997
Diversified
Delaware
– -$212K -3,592 Closed
CFSG
1998
Community Financial Services Group
Vermont
– -$211K -3,580 Closed
CA
1999
CGN Advisors
Kansas
– -$211K -3,576 Closed
OHIS
2000
Oak Harvest Investment Services
Texas
– -$210K -3,564 Closed
78 79
80
81 82