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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIS
826
ABN AMRO Investment Solutions
$733K -$1.41M -25,163 -61%
EWA
827
EverSource Wealth Advisors
Alabama
$733K +$27.5K +490 +3%
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$722K +$15K +268 +2%
WANY
829
Wealthspire Advisors (New York)
New York
$717K +$82.4K +1,468 +10%
RRA
830
Round Rock Advisors
Connecticut
$715K -$716K -12,758 -44%
WKSWA
831
White Knight Strategic Wealth Advisors
New Jersey
$707K +$563K +10,038 +176%
WSFS
832
Wilmington Savings Fund Society
Delaware
$703K -$970K -17,287 -52%
BTW
833
Boston Trust Walden
Massachusetts
$702K -$160K -2,857 -15%
KTC
834
Kentucky Trust Company
Kentucky
$696K +$870K +15,512 New
SFG
835
Sterling Financial Group
California
$690K +$122K +2,169 +16%
BLC
836
Brown, Lisle/Cummings
Rhode Island
$687K -$368K -6,559 -30%
GRP
837
Global Retirement Partners
California
$686K -$142K -2,531 -14%
LCGC
838
Legacy Capital Group California
California
$684K -$4.94K -88 -0.6%
HH
839
Hilltop Holdings
Texas
$684K -$395K -7,036 -32%
CAI
840
Capital Advisors Inc
Oklahoma
$683K -$27.3K -486 -3%
WTC
841
WhitTier Trust Company
Nevada
$680K -$31.6K -563 -4%
UB
842
UMB Bank
Missouri
$678K -$197K -3,507 -19%
TAM
843
Trust Asset Management
Texas
$677K – – –
LIM
844
Longfellow Investment Management
Massachusetts
$677K +$432K +7,693 +104%
WI
845
WBI Investments
New Jersey
$676K -$2.02M -36,035 -71%
PBK
846
Peoples Bank (Kansas)
Kansas
$670K -$75.7K -1,350 -8%
CPIG
847
Chicago Partners Investment Group
Illinois
$665K +$46.7K +832 +6%
TWA
848
TCI Wealth Advisors
Arizona
$662K -$5.83K -104 -0.7%
CBTWT
849
Community Bank & Trust (Waco, Texas)
Texas
$661K -$11.9K -212 -1%
CIA
850
Choate Investment Advisors
Massachusetts
$661K -$296K -5,269 -26%
32 33
34
35 36