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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1801
Salomon & Ludwin
Virginia
$250K -$13K -170 -5%
SFS
1802
Sharp Financial Services
Pennsylvania
$249K -$77.8K -1,019 -25%
CFSG
1803
Community Financial Services Group
Vermont
$247K +$237K +3,102 New
QPWM
1804
Quadrant Private Wealth Management
Pennsylvania
$246K -$34.8K -455 -13%
EW
1805
Evoke Wealth
California
$246K +$235K +3,078 New
HCM
1806
Howland Capital Management
Massachusetts
$246K -$1.43M -18,731 -86%
AGC
1807
Aspen Grove Capital
Colorado
$245K +$6.95K +91 +3%
RF
1808
Robbins Farley
New Hampshire
$245K – – –
SP
1809
Stonebrook Private
Michigan
$244K +$535 +7 +0.2%
TWM
1810
Tradition Wealth Management
Minnesota
$243K +$66.6K +872 +40%
PWP
1811
Private Wealth Partners
California
$243K +$6.11K +80 +3%
SWM
1812
Seed Wealth Management
Illinois
$243K -$21.4K -280 -8%
CCM
1813
Chaney Capital Management
Washington
$243K – – –
PCM
1814
Pointe Capital Management
Michigan
$242K – – –
TFS
1815
Thoroughbred Financial Services
Tennessee
$242K -$133K -1,746 -36%
RWP
1816
Revolve Wealth Partners
New Jersey
$242K +$764 +10 +0.3%
CFGA
1817
Cambridge Financial Group (Arizona)
Arizona
$242K -$34.5K -452 -13%
LFA
1818
Legacy Financial Advisors
Kentucky
$242K +$37.3K +488 +19%
NCTC
1819
New Covenant Trust Company
Indiana
$241K +$231K +3,026 New
GFPC
1820
Global Financial Private Client
Florida
$241K -$4.66K -61 -2%
BFA
1821
Bragg Financial Advisors
North Carolina
$241K -$15.7K -205 -6%
BWM
1822
Brown Wealth Management
Illinois
$240K +$764 +10 +0.3%
VIP
1823
Vista Investment Partners
Oklahoma
$240K – – –
RMDI
1824
R.M. Davis Inc
Maine
$240K +$18.5K +242 +9%
FMTC
1825
Farmers & Merchants Trust Company
California
$239K +$15.3K +200 +7%
71 72
73
74 75