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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1026
SteelPeak Wealth
California
$1.48M +$1.41M +18,495 New
CA
1027
Clearstead Advisors
Ohio
$1.47M +$94.8K +1,241 +5%
CIA
1028
Concurrent Investment Advisors
Florida
$1.46M +$22.6K +296 +2%
LF
1029
LifePlan Financial
Minnesota
$1.46M -$130K -1,708 -9%
PP
1030
Prudential plc
United Kingdom
$1.44M -$4.11M -53,784 -75%
WE
1031
Wealth Effects
Massachusetts
$1.43M -$46.4K -608 -3%
FFA
1032
Founders Financial Alliance
North Carolina
$1.43M +$523K +6,853 +62%
MSAM
1033
Moloney Securities Asset Management
Missouri
$1.43M -$172K -2,258 -11%
TG
1034
TCW Group
California
$1.43M -$183K -2,401 -12%
WCBA
1035
Weaver C. Barksdale & Associates
Tennessee
$1.42M -$9.63K -126 -0.7%
NP
1036
NorthRock Partners
Minnesota
$1.42M +$18.3K +240 +1%
TCA
1037
Transcend Capital Advisors
New Jersey
$1.42M +$156K +2,044 +13%
SJIM
1038
St. Johns Investment Management
Florida
$1.42M +$373K +4,878 +38%
WAM
1039
Westport Asset Management
Connecticut
$1.42M – – –
CNBT
1040
Cornerstone National Bank & Trust
Illinois
$1.42M +$184K +2,406 +16%
CF
1041
Copperwynd Financial
Arizona
$1.41M -$47.4K -621 -3%
WPC
1042
Wedmont Private Capital
Pennsylvania
$1.41M +$11.2K +146 +0.8%
PSB
1043
Piscataqua Savings Bank
New Hampshire
$1.41M -$13.1K -172 -1%
SS
1044
Sunbelt Securities
Texas
$1.41M +$441K +5,779 +49%
NFA
1045
Northern Financial Advisors
Michigan
$1.41M +$67.5K +884 +5%
WC
1046
Wynn Capital
Georgia
$1.4M +$31.5K +413 +2%
AG
1047
Ascent Group
Virginia
$1.4M +$1.12M +14,693 +504%
CHC
1048
City Holding Co
West Virginia
$1.4M -$116K -1,516 -8%
IIL
1049
Insight Inv LLC
California
$1.4M -$55.4K -725 -4%
PTC
1050
Private Trust Company
Ohio
$1.4M +$28.4K +372 +2%
40 41
42
43 44