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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1326
Finivi Inc
Massachusetts
$794K +$716K +10,057 New
BDFN
1327
Bond & Devick Financial Network
Minnesota
$794K -$24.9K -350 -3%
RG
1328
Rathbones Group
United Kingdom
$791K -$427K -6,000 -37%
GEA
1329
Glen Eagle Advisors
New Jersey
$791K -$39.7K -558 -5%
CAAS
1330
Capital Asset Advisory Services
Michigan
$785K -$53.5K -752 -7%
AAS
1331
Ameritas Advisory Services
Nebraska
$784K -$391K -5,494 -35%
CHAM
1332
Clear Harbor Asset Management
Connecticut
$783K -$76.3K -1,072 -10%
WPC
1333
White Pine Capital
Minnesota
$783K -$75.9K -1,067 -10%
SC
1334
Sepio Capital
Utah
$782K +$11.6K +163 +2%
AWM
1335
Alterna Wealth Management
Texas
$780K – – –
AWA
1336
Aaron Wealth Advisors
Illinois
$778K -$15.7K -221 -2%
ACA
1337
Aptus Capital Advisors
Alabama
$770K -$39.5K -555 -5%
CCG
1338
Cypress Capital Group
Florida
$770K -$72K -1,012 -9%
APG
1339
Abacus Planning Group
South Carolina
$768K -$98.2K -1,380 -12%
NCM
1340
Northside Capital Management
Oregon
$766K – – –
DCM
1341
Donaldson Capital Management
Indiana
$764K +$57.8K +812 +9%
HWP
1342
Highline Wealth Partners
California
$758K +$356 +5 +0.1%
RTC
1343
Riverview Trust Company
Washington
$757K – – –
GC
1344
Gratus Capital
Georgia
$754K +$369K +5,191 +119%
RI
1345
Ridgewood Investments
New Jersey
$753K -$109K -1,538 -14%
DWP
1346
Destiny Wealth Partners
Florida
$751K -$8.9K -125 -1%
UAS
1347
United Asset Strategies
New York
$751K +$155K +2,181 +30%
FWM
1348
Forza Wealth Management
Florida
$748K -$92.5K -1,300 -12%
PCP
1349
Pacific Capital Partners
$748K +$12.2K +171 +2%
DLHL
1350
Donald L. Hagan LLC
Florida
$747K -$25.6K -360 -4%
52 53
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