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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2001
HCR Wealth Advisors
California
– -$215K -2,708 Closed
CWM
2002
Circle Wealth Management
New Jersey
– -$214K -2,694 Closed
GAG
2003
GM Advisory Group
New York
– -$214K -2,693 Closed
LWA
2004
Lantern Wealth Advisors
New York
– -$214K -2,691 Closed
CWM
2005
Centurion Wealth Management
Virginia
– -$213K -2,689 Closed
TWP
2006
Tempus Wealth Planning
California
– -$213K -2,685 Closed
QWM
2007
Quadcap Wealth Management
Texas
– -$213K -2,681 Closed
AP
2008
Anchyra Partners
Georgia
– -$213K -2,678 Closed
BWP
2009
Balboa Wealth Partners
Arizona
– -$212K -2,673 Closed
TWM
2010
Thrive Wealth Management
Pennsylvania
– -$212K -2,673 Closed
1WA
2011
180 Wealth Advisors
Washington
– -$212K -2,671 Closed
NSAM
2012
North Star Asset Management
Wisconsin
– -$211K -2,662 Closed
LIWM
2013
Long Island Wealth Management
New York
– -$211K -2,658 Closed
NLP
2014
Next Level Private
New York
– -$210K -2,645 Closed
NCM
2015
Novare Capital Management
North Carolina
– -$210K -2,643 Closed
CD
2016
Chapin Davis
Maryland
– -$210K -2,642 Closed
EL
2017
EWA LLC
Pennsylvania
– -$210K -2,642 Closed
SPC
2018
Spirepoint Private Client
Florida
– -$209K -2,631 Closed
SWM
2019
Stockman Wealth Management
Montana
– -$207K -2,608 Closed
PAM
2020
Palisade Asset Management
Minnesota
– -$206K -2,602 Closed
DDC
2021
DF Dent & Co
Maryland
– -$206K -2,601 Closed
SFG
2022
Seamount Financial Group
Colorado
– -$206K -2,600 Closed
QP
2023
Quilter Plc
United Kingdom
– -$206K -2,595 Closed
WRPWM
2024
Werba Rubin Papier Wealth Management
California
– -$206K -2,593 Closed
RCG
2025
Regatta Capital Group
California
– -$206K -2,592 Closed
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