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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1501
Alpha Cubed Investments
California
$854K -$2.59M -24,617 -74%
H
1502
HoyleCohen
California
$854K -$90.1K -858 -9%
YIH
1503
Y-Intercept (HK)
Hong Kong
$848K +$880K +8,381 New
PCM
1504
Prana Capital Management
Connecticut
$846K +$879K +8,363 New
NIC
1505
Northwest Investment Counselors
Oregon
$845K -$105 -1 -0%
PWPS
1506
Pinnacle Wealth Planning Services
Ohio
$843K -$10.9K -104 -1%
JDR
1507
Jay D. Rosenbaum
$841K +$21.6K +206 +3%
MAA
1508
Mraz Amerine & Associates
California
$840K – – –
AC
1509
Abbrea Capital
California
$839K +$10.5K +100 +1%
MMPW
1510
Mitchell McLeod Pugh & Williams
Alabama
$837K -$81.1K -772 -9%
CBB
1511
Citizens Business Bank
California
$837K +$17.3K +165 +2%
TWM
1512
TriaGen Wealth Management
California
$835K +$577K +5,497 +200%
WPC
1513
Wedmont Private Capital
Pennsylvania
$832K +$280K +2,664 +47%
AW
1514
Alaethes Wealth
Nevada
$828K +$850K +8,089 +8,515%
PA
1515
Procyon Advisors
Connecticut
$827K +$569K +5,416 +196%
WG
1516
Winton Group
United Kingdom
$826K -$1.02M -9,706 -54%
SF
1517
Symphony Financial
Texas
$826K -$2.73K -26 -0.3%
NVIM
1518
New Vernon Investment Management
Illinois
$826K – – –
VCM
1519
Virtue Capital Management
Tennessee
$825K +$70.1K +667 +9%
APC
1520
Aspire Private Capital
North Carolina
$824K -$19.6K -187 -2%
GAG
1521
GM Advisory Group
New York
$822K -$642K -6,108 -43%
LIM
1522
Longfellow Investment Management
Massachusetts
$819K -$436K -4,151 -34%
PCS
1523
Personal CFO Solutions
New Jersey
$819K +$88.8K +845 +12%
HBW
1524
Hazlett, Burt & Watson
West Virginia
$819K +$851K +8,099 New
LSA
1525
Lion Street Advisors
Texas
$817K – – –
59 60
61
62 63