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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1926
Ipswich Investment Management
Massachusetts
– -$203K -3,120 Closed
AFM
1927
Andesa Financial Management
Pennsylvania
– -$201K -3,111 Closed
PFC
1928
Phocas Financial Corp
California
– -$201K -3,105 Closed
HHGA
1929
Halbert Hargrove Global Advisors
California
– -$200K -3,073 Closed
IAP
1930
Indie Asset Partners
Indiana
– -$202K -3,068 Closed
PIMG
1931
Patriot Investment Management Group
Tennessee
– -$183K -2,812 Closed
RDWM
1932
Red Door Wealth Management
Tennessee
– -$120K -1,856 Closed
KPW
1933
Kore Private Wealth
New York
– -$109K -1,693 Closed
AC
1934
AlphaCore Capital
California
– -$106K -1,629 Closed
BL
1935
Balentine LLC
Georgia
– -$102K -1,575 Closed
CWP
1936
CFM Wealth Partners
Texas
– -$89K -1,385 Closed
RWB
1937
RMR Wealth Builders
New Jersey
– -$88K -1,355 Closed
AWM
1938
Apollon Wealth Management
South Carolina
– -$78K -1,207 Closed
WFMPM
1939
Woodley Farra Manion Portfolio Management
Indiana
– -$71K -1,093 Closed
CWM
1940
Campbell Wealth Management
Virginia
– -$49K -749 Closed
HIM
1941
Hillsdale Investment Management
Ontario, Canada
– -$48K -740 Closed
MWA
1942
MFA Wealth Advisors
Pennsylvania
– -$44.4K -683 Closed
KWM
1943
Keebeck Wealth Management
Illinois
– -$42K -650 Closed
PA
1944
Perennial Advisors
New York
– -$32K -500 Closed
HFA
1945
Hoover Financial Advisors
Pennsylvania
– -$32K -490 Closed
WR
1946
Watson Rebecca
– -$22K -336 Closed
EWP
1947
Engrave Wealth Partners
Texas
– -$20K -310 Closed
FWM
1948
FSA Wealth Management
Massachusetts
– -$18K -281 Closed
DTIM
1949
Danda Trouve Investment Management
Kansas
– -$14K -215 Closed
AGA
1950
Accuvest Global Advisors
Utah
– -$14K -210 Closed
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