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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
901
Summit Financial Wealth Advisors
Louisiana
$1M -$319K -5,475 -26%
EWA
902
EverSource Wealth Advisors
Alabama
$995K +$12.3K +210 +1%
PFGIA
903
Patriot Financial Group Insurance Agency
Massachusetts
$995K -$409K -7,006 -31%
MIA
904
MMBG Investment Advisors
Florida
$995K -$316K -5,415 -26%
BAM
905
Byrne Asset Management
New Jersey
$993K -$35.9K -615 -4%
NB
906
Nicolet Bankshares
Wisconsin
$992K -$70.5K -1,208 -7%
VSQM
907
V-Square Quantitative Management
Illinois
$991K +$164K +2,811 +22%
FAT
908
First American Trust
California
$991K -$556K -9,530 -38%
CAI
909
Capital Advisors Inc
Oklahoma
$988K +$15.2K +261 +2%
WTC
910
WhitTier Trust Company
Nevada
$988K -$130K -2,221 -12%
FFA
911
Farther Finance Advisors
California
$987K -$138K -2,371 -13%
PK
912
Pflug Koory
Nebraska
$986K +$915K +15,683 New
LI
913
LRI Investments
Florida
$981K -$17.1K -293 -2%
NBT
914
Northwest Bank & Trust
Iowa
$978K -$13K -222 -1%
CCA
915
Childress Capital Advisors
Texas
$973K -$56.1K -961 -6%
MAM
916
MMA Asset Management
Pennsylvania
$972K +$519K +8,904 +146%
WAM
917
Weatherly Asset Management
California
$970K +$99.1K +1,699 +12%
ADMI
918
Albert D. Mason Inc
Massachusetts
$970K +$13.1K +224 +1%
LCGC
919
Legacy Capital Group California
California
$963K -$22.5K -386 -2%
FLPIM
920
F.L. Putnam Investment Management
Massachusetts
$959K -$3.5M -60,039 -80%
RWPA
921
Richard W. Paul & Associates
Michigan
$957K +$42.8K +733 +5%
CT
922
Chicago Trust
Illinois
$952K +$307K +5,263 +53%
TAM
923
Trust Asset Management
Texas
$948K – – –
BFG
924
Beacon Financial Group
Texas
$948K -$85.7K -1,469 -9%
CCMIC
925
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$945K -$18.3M -313,525 -95%
35 36
37
38 39