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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
2001
Sanders Morris Harris
Texas
– -$428K -5,674 Closed
KFS
2002
Kurt F. Somerville
– -$421K -5,588 Closed
TSS
2003
Two Sigma Securities
New York
– -$381K -5,054 Closed
PCA
2004
Private Capital Advisors
Connecticut
– -$377K -5,000 Closed
PMWMG
2005
Parr McKnight Wealth Management Group
Minnesota
– -$363K -4,810 Closed
SRC
2006
Shufro Rose & Co
New York
– -$301K -4,450 Closed
WA
2007
Whitebox Advisors
Minnesota
– -$305K -4,050 Closed
PWM
2008
Palumbo Wealth Management
New York
– -$267K -3,995 Closed
VAM
2009
Verity Asset Management
North Carolina
– -$290K -3,844 Closed
CWM
2010
Compass Wealth Management
Connecticut
– -$289K -3,834 Closed
CPSAC
2011
Chas P. Smith & Associates (CPS)
Florida
– -$289K -3,827 Closed
TNA
2012
True North Advisors
Texas
– -$288K -3,819 Closed
TWP
2013
Tyche Wealth Partners
Texas
– -$274K -3,635 Closed
AI
2014
Atom Investors
Texas
– -$271K -3,591 Closed
TBNY
2015
Trustco Bank (New York)
New York
– -$263K -3,485 Closed
LCM
2016
Liberty Capital Management
Michigan
– -$260K -3,453 Closed
RCM
2017
Requisite Capital Management
Texas
– -$255K -3,382 Closed
LA
2018
LVW Advisors
New York
– -$248K -3,283 Closed
NPA
2019
Nichols & Pratt Advisers
Massachusetts
– -$240K -3,183 Closed
RIA
2020
Realta Investment Advisors
Delaware
– -$236K -3,127 Closed
CAM
2021
CenterStar Asset Management
Illinois
– -$233K -3,095 Closed
WAM
2022
Wolverine Asset Management
Illinois
– -$230K -2,922 Closed
CCT
2023
Capital City Trust
Florida
– -$220K -2,915 Closed
FFB
2024
First Financial Bankshares
Texas
– -$219K -2,903 Closed
IIC
2025
Integrated Investment Consultants
Michigan
– -$219K -2,903 Closed
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