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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Curat Global
New Hampshire
$783K +$692K +11,560 New
IWM
902
IHT Wealth Management
Illinois
$782K -$71.8K -1,199 -9%
CTC
903
Cetera Trust Company
Minnesota
$782K +$217K +3,625 +46%
TCM
904
Twin Capital Management
Pennsylvania
$780K -$7.66K -128 -1%
GIC
905
Generali Investments CEE
Czech Republic
$779K – – –
WPC
906
Wedmont Private Capital
Pennsylvania
$772K +$102K +1,707 +18%
WFS
907
Widmann Financial Services
Maryland
$772K +$2.39K +40 +0.4%
MIC
908
Meridian Investment Counsel
California
$771K – – –
BHCM
909
Brevan Howard Capital Management
Jersey
$771K -$831K -13,879 -55%
GIA
910
Gladstone Institutional Advisory
Florida
$771K -$86.4K -1,443 -11%
MW
911
Marcum Wealth
Ohio
$769K +$157K +2,631 +30%
EB
912
Eastern Bank
Massachusetts
$767K -$574K -9,594 -46%
NCM
913
Narwhal Capital Management
Georgia
$763K -$14.4K -240 -2%
BC
914
Broadwater Capital
Massachusetts
$759K – – –
PCS
915
Personal CFO Solutions
New Jersey
$754K +$66.8K +1,116 +11%
MMM
916
Mendel Money Management
Illinois
$753K -$56.6K -945 -8%
EHWM
917
Eads & Heald Wealth Management
Georgia
$753K -$8.32K -139 -1%
1SB
918
1ST Source Bank
Indiana
$751K -$74.6K -1,247 -10%
FFN
919
Focus Financial Network
Minnesota
$751K +$7K +117 +1%
RWM
920
Ritholtz Wealth Management
New York
$746K +$659K +11,009 New
CT
921
Chicago Trust
Illinois
$743K -$35.4K -591 -5%
MWM
922
Meridian Wealth Management
Kentucky
$739K -$46.4K -775 -7%
AWA
923
Aaron Wealth Advisors
Illinois
$738K +$124K +2,078 +24%
TSMHT
924
Thurston Springer Miller Herd & Titak
Indiana
$736K +$105K +1,757 +19%
AOI
925
Auto-Owners Insurance
Michigan
$732K -$105K -1,757 -31%
35 36
37
38 39