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CVS Health
CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
2401
Evergreen Wealth Solutions
Pennsylvania
– -$236K -2,535 Closed
TPA
2402
Trivium Point Advisory
Connecticut
– -$232K -2,529 Closed
I
2403
INVST
Indiana
– -$222K -2,514 Closed
BWM
2404
BigSur Wealth Management
Florida
– -$233K -2,500 Closed
BWM
2405
Baron Wealth Management
Michigan
– -$231K -2,482 Closed
SCI
2406
S&CO Inc
Massachusetts
– -$231K -2,482 Closed
AP
2407
Adero Partners
California
– -$231K -2,476 Closed
LCM
2408
LVM Capital Management
Michigan
– -$229K -2,455 Closed
IAG
2409
Investmark Advisory Group
Connecticut
– -$228K -2,444 Closed
TPWA
2410
TRUE Private Wealth Advisors
Oregon
– -$228K -2,443 Closed
GB
2411
Goepper Burkhardt
South Carolina
– -$227K -2,438 Closed
CA
2412
Cambridge Advisors
Nebraska
– -$226K -2,430 Closed
GAA
2413
Global Assets Advisory
Florida
– -$226K -2,428 Closed
SFG
2414
Sunburst Financial Group
Alabama
– -$226K -2,421 Closed
BBI
2415
Baxter Bros Inc
Connecticut
– -$225K -2,415 Closed
BAG
2416
Briggs Advisory Group
Rhode Island
– -$225K -2,414 Closed
PFM
2417
Patton Fund Management
Texas
– -$225K -2,412 Closed
SHWM
2418
Smith & Howard Wealth Management
Georgia
– -$224K -2,407 Closed
FPAS
2419
Focus Partners Advisor Solutions
Missouri
– -$224K -2,400 Closed
CRC
2420
Curi RMB Capital
Illinois
– -$223K -2,397 Closed
NEPPG
2421
New England Professional Planning Group
Rhode Island
– -$223K -2,388 Closed
DFG
2422
Delta Financial Group
New Jersey
– -$222K -2,383 Closed
WTFG
2423
Wells Trecaso Financial Group
Ohio
– -$221K -2,367 Closed
AFG
2424
Allegheny Financial Group
Pennsylvania
– -$220K -2,363 Closed
MF
2425
Montis Financial
Massachusetts
– -$220K -2,359 Closed
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97
98 99