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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1351
IRON Financial
Illinois
$745K -$34.2K -480 -5%
FNBTCON
1352
First National Bank & Trust Co of Newtown
Pennsylvania
$742K -$19.1K -268 -3%
BC
1353
Barrett & Company
Rhode Island
$741K -$17.2K -242 -3%
FCH
1354
Freestone Capital Holdings
Washington
$735K -$39.4K -554 -6%
MFC
1355
Mechanics Financial Corp
Ohio
$733K +$24.1K +339 +4%
CC
1356
Copperleaf Capital
North Carolina
$730K +$282K +3,956 +75%
RIA
1357
Realta Investment Advisors
Delaware
$729K -$58.6K -823 -8%
WBCM
1358
Wilson & Boucher Capital Management
California
$729K – – –
CST
1359
Charles Schwab Trust
Nevada
$719K -$27.2K -382 -4%
CPW
1360
Cove Private Wealth
New York
$719K +$648K +9,104 New
SSA
1361
Sierra Summit Advisors
Nevada
$718K +$647K +9,091 New
PP
1362
Patten & Patten
Tennessee
$714K +$5.41K +76 +0.8%
IAS
1363
Insigneo Advisory Services
Florida
$714K +$3.35K +47 +0.5%
LC
1364
Lindbrook Capital
California
$712K +$167K +2,351 +35%
LFM
1365
LGT Fund Management
Liechtenstein
$711K – – –
LCWP
1366
Legacy Capital Wealth Partners
Arkansas
$709K -$75.1K -1,055 -11%
ST
1367
Smithfield Trust
Pennsylvania
$708K -$8.4K -118 -1%
CWM
1368
Concentric Wealth Management
California
$708K -$3.43M -48,228 -84%
TA
1369
Tectonic Advisors
Texas
$706K +$35.9K +504 +6%
UCB
1370
United Community Bank
South Carolina
$705K +$415K +5,826 +188%
VF
1371
VitalStone Financial
Texas
$703K +$612K +8,599 +2,819%
GI
1372
GS Investments
Minnesota
$699K – – –
CIP
1373
Convergence Investment Partners
Florida
$697K +$68.3K +960 +12%
SP
1374
Symmetry Partners
Connecticut
$695K -$400K -5,621 -39%
FAM
1375
Formidable Asset Management
Ohio
$694K -$46.5K -653 -7%
53 54
55
56 57