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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1651
Thoroughbred Financial Services
Tennessee
$377K -$346K -4,856 -50%
VBCG
1652
Valley Brook Capital Group
Pennsylvania
$377K -$24.9K -350 -7%
FIB
1653
First Interstate Bank
Montana
$376K -$82.6K -1,160 -20%
GM
1654
GeoWealth Management
Illinois
$372K +$335K +4,708 New
BHBT
1655
Burke & Herbert Bank & Trust
Virginia
$370K -$7.47K -105 -2%
WH
1656
Willner & Heller
California
$367K +$331K +4,645 New
SL
1657
Sentry LLC
Tennessee
$366K -$121K -1,695 -27%
FBC
1658
Fairfield, Bush & Co
Connecticut
$366K -$55.4K -778 -14%
SWM
1659
Sterling Wealth Management
Illinois
$364K +$328K +4,610 New
FWSM
1660
First Wilshire Securities Management
California
$364K – – –
CBFP
1661
Cedar Brook Financial Partners
Ohio
$364K +$103K +1,452 +46%
CWM
1662
Cadence Wealth Management
Massachusetts
$363K – – –
BHB
1663
Bank Hapoalim BM
Israel
$362K -$64.1K -900 -16%
BWM
1664
Baron Wealth Management
Michigan
$361K +$100K +1,410 +45%
KFP
1665
Keystone Financial Planning
Ohio
$361K – – –
BWM
1666
Baystate Wealth Management
Massachusetts
$360K -$166K -2,336 -34%
RDWM
1667
Red Door Wealth Management
Tennessee
$359K +$10.1K +142 +3%
DWA
1668
Douglass Winthrop Advisors
New York
$359K +$324K +4,550 New
FF
1669
Fluent Financial
Texas
$358K -$3.16M -44,400 -91%
BA
1670
Ballast Advisors
Minnesota
$357K -$53.7K -755 -14%
RCM
1671
Regency Capital Management
Hawaii
$355K – – –
OP
1672
Oldfield Partners
United Kingdom
$355K +$320K +4,500 New
WP
1673
WealthShield Partners
North Carolina
$355K +$10K +141 +3%
FNBOO
1674
First National Bank of Omaha
Nebraska
$354K -$35K -492 -10%
JWM
1675
JGP Wealth Management
Oregon
$354K +$54.7K +768 +21%
65 66
67
68 69