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CVS Health

Name Holding Trade Value Shares
Change
Change in
Stake
WI
2001
WBI Investments
New Jersey
-$971K -12,176 Closed
CHAM
2002
Clear Harbor Asset Management
Connecticut
-$931K -11,677 Closed
GWCM
2003
Godshalk Welsh Capital Management
Pennsylvania
-$893K -11,200 Closed
SPI
2004
Sutton Place Investors
New York
-$864K -10,836 Closed
AC
2005
Avestar Capital
New York
-$853K -10,699 Closed
CS
2006
Cannell & Spears
New York
-$797K -9,995 Closed
AFM
2007
Abbot Financial Management
Massachusetts
-$794K -9,952 Closed
FCFC
2008
First Commonwealth Financial Corp
Pennsylvania
-$787K -9,873 Closed
LAM
2009
Lingohr Asset Management
Germany
-$769K -9,734 Closed
NCM
2010
Northside Capital Management
Oregon
-$774K -9,704 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2011
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$770K -9,660 Closed
DWP
2012
Destiny Wealth Partners
Florida
-$744K -9,325 Closed
JSC
2013
Jackson Square Capital
California
-$740K -9,280 Closed
LFM
2014
LGT Fund Management
Liechtenstein
-$718K -9,000 Closed
DWA
2015
Delap Wealth Advisory
Oregon
-$717K -8,993 Closed
GI
2016
GS Investments
Minnesota
-$706K -8,850 Closed
MCI
2017
MRP Capital Investments
Georgia
-$692K -8,675 Closed
PWA
2018
Providence Wealth Advisors
Illinois
-$627K -8,534 Closed
HBT
2019
Heartland Bank & Trust
Illinois
-$654K -8,196 Closed
NHC
2020
Nicholas Hoffman & Company
Georgia
-$650K -8,154 Closed
AIM
2021
Alhambra Investment Management
Florida
-$637K -7,983 Closed
CFM
2022
Catalyst Funds Management
Australia
-$622K -7,800 Closed
SSA
2023
Sierra Summit Advisors
Nevada
-$617K -7,732 Closed
BWM
2024
Buckley Wealth Management
Nevada
-$616K -7,724 Closed
SFB
2025
STAR Financial Bank
Indiana
-$613K -7,682 Closed