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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1601
Thoroughbred Financial Services
Tennessee
$480K -$8.05K -96 -1%
FDS
1602
First Dallas Securities
Texas
$479K -$16.8K -200 -3%
TA
1603
TFB Advisors
Kansas
$478K -$17.4K -207 -3%
ZF
1604
Zhang Financial
Michigan
$477K -$34.3K -409 -6%
AWE
1605
Avidian Wealth Enterprises
Texas
$477K +$72.7K +867 +16%
MSA
1606
Marino Stram & Associates
Massachusetts
$476K -$6.71K -80 -1%
UAS
1607
United Asset Strategies
New York
$475K -$26.5K -316 -5%
LWM
1608
Liberty Wealth Management
California
$475K +$536K +6,394 New
SL
1609
Sentry LLC
Tennessee
$474K +$535K +6,384 New
MWA
1610
Meridian Wealth Advisors
Texas
$473K – – –
CA
1611
Crumly & Associates
Illinois
$472K – – –
QC
1612
Quent Capital
New York
$470K +$7.13K +85 +1%
CCWM
1613
Cassaday & Co Wealth Management
Virginia
$470K +$8.47K +101 +2%
MCM
1614
Manchester Capital Management
Vermont
$470K – – –
JWA
1615
JFS Wealth Advisors
Pennsylvania
$468K -$63.4K -756 -11%
OPA
1616
Old Port Advisors
Maine
$467K -$32.5K -388 -6%
FCB
1617
First County Bank
Connecticut
$466K -$18.5K -221 -3%
GFP
1618
Gryphon Financial Partners
Ohio
$463K -$30.2K -360 -5%
KFA
1619
Kapstone Financial Advisors
Ohio
$462K +$223K +2,663 +77%
BOH
1620
Bank of Hawaii
Hawaii
$462K -$295K -3,514 -36%
SOAMC
1621
Spirit of America Management Corp
New York
$462K -$117K -1,400 -18%
FIB
1622
First Interstate Bank
Montana
$460K -$54.8K -653 -10%
RCG
1623
Regatta Capital Group
California
$460K – – –
ALAM
1624
Asahi Life Asset Management
Japan
$459K -$5.95K -71 -1%
JFA
1625
JNBA Financial Advisors
Minnesota
$458K -$18.8K -224 -4%
63 64
65
66 67