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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
1926
New England Professional Planning Group
Rhode Island
– -$222K -2,995 Closed
SFG
1927
StrategIQ Financial Group
Indiana
– -$222K -2,986 Closed
PPSG
1928
Princeton Portfolio Strategies Group
New Jersey
– -$219K -2,950 Closed
AFM
1929
Andesa Financial Management
Pennsylvania
– -$218K -2,926 Closed
MG
1930
Mather Group
Illinois
– -$215K -2,898 Closed
SSWM
1931
Smith Salley Wealth Management
North Carolina
– -$215K -2,897 Closed
AA
1932
Argent Advisors
Louisiana
– -$217K -2,884 Closed
PAS
1933
Park Avenue Securities
New York
– -$214K -2,876 Closed
MPI
1934
Mairs & Power Inc
Minnesota
– -$213K -2,873 Closed
RG
1935
Renaissance Group
Kentucky
– -$213K -2,869 Closed
LCM
1936
LVM Capital Management
Michigan
– -$213K -2,863 Closed
RWP
1937
RWA Wealth Partners
Massachusetts
– -$212K -2,854 Closed
PIMG
1938
Patriot Investment Management Group
Tennessee
– -$208K -2,807 Closed
MFW
1939
Mosaic Family Wealth
Missouri
– -$208K -2,804 Closed
MCM
1940
McRae Capital Management
New Jersey
– -$208K -2,800 Closed
AWE
1941
Avidian Wealth Enterprises
Texas
– -$207K -2,782 Closed
BRC
1942
Bell Rock Capital
Delaware
– -$205K -2,763 Closed
TFS
1943
Thoroughbred Financial Services
Tennessee
– -$205K -2,762 Closed
FWCM
1944
Ferguson Wellman Capital Management
Oregon
– -$205K -2,758 Closed
RM
1945
Resource Management
Louisiana
– -$204K -2,751 Closed
CCMT
1946
CMT Capital Markets Trading
Germany
– -$184K -2,750 Closed
AL
1947
Aspiriant LLC
California
– -$204K -2,744 Closed
FAB
1948
First American Bank
Illinois
– -$204K -2,743 Closed
BB
1949
Bell Bank
North Dakota
– -$202K -2,721 Closed
NJBEST
1950
New Jersey Better Educational Savings Trust
New Jersey
– -$201K -2,700 Closed
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