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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1851
Valmark Advisers
Ohio
– -$300K -4,775 Closed
BAM
1852
Berkshire Asset Management
Pennsylvania
– -$281K -4,762 Closed
LW
1853
Linscomb Wealth
Texas
– -$299K -4,754 Closed
DT
1854
Diversified Trust
Tennessee
– -$298K -4,735 Closed
VAM
1855
Verity Asset Management
North Carolina
– -$296K -4,713 Closed
MAM
1856
Martingale Asset Management
Massachusetts
– -$296K -4,712 Closed
GWM
1857
Gitterman Wealth Management
New Jersey
– -$295K -4,690 Closed
OIM
1858
Oder Investment Management
California
– -$293K -4,656 Closed
FIB
1859
First Interstate Bank
Montana
– -$293K -4,655 Closed
BHBT
1860
Burke & Herbert Bank & Trust
Virginia
– -$291K -4,631 Closed
FWSM
1861
First Wilshire Securities Management
California
– -$290K -4,607 Closed
BTWM
1862
Baker Tilly Wealth Management
Wisconsin
– -$289K -4,595 Closed
WWM
1863
Western Wealth Management
Colorado
– -$289K -4,593 Closed
BFAG
1864
Blackston Financial Advisory Group
Florida
– -$289K -4,589 Closed
FHC
1865
First Heartland Consultants
Missouri
– -$287K -4,571 Closed
KP
1866
Keel Point
Alabama
– -$286K -4,548 Closed
UAML
1867
US Asset Management LLC
Pennsylvania
– -$244K -4,492 Closed
RDWM
1868
Red Door Wealth Management
Tennessee
– -$281K -4,470 Closed
AWAP
1869
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$281K -4,462 Closed
IIA
1870
ICW Investment Advisors
Arizona
– -$280K -4,459 Closed
TFG
1871
Taylor Financial Group
Virginia
– -$280K -4,456 Closed
OWA
1872
Opal Wealth Advisors
New York
– -$279K -4,442 Closed
TCBWMS
1873
Texas Capital Bank Wealth Management Services
Texas
– -$278K -4,414 Closed
CFP
1874
Catalyst Financial Partners
Massachusetts
– -$277K -4,402 Closed
GA
1875
Geller Advisors
New York
– -$275K -4,381 Closed
73 74
75
76 77