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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1926
Pacific Capital Partners
– -$559K -9,471 Closed
VF
1927
Virtu Financial
New York
– -$548K -9,280 Closed
PMA
1928
Prudent Man Advisors
Illinois
– -$530K -8,982 Closed
WCM
1929
Weaver Capital Management
Georgia
– -$513K -8,689 Closed
BFC
1930
Blue Fin Capital
Rhode Island
– -$513K -8,684 Closed
SAM
1931
Strategy Asset Managers
California
– -$597K -8,640 Closed
DW30
1932
Drucker Wealth 3.0
New Jersey
– -$502K -8,506 Closed
MC
1933
Matisse Capital
Oregon
– -$496K -8,391 Closed
LSPW
1934
Lake Street Private Wealth
Illinois
– -$467K -7,908 Closed
OWA
1935
Outlook Wealth Advisors
Texas
– -$466K -7,884 Closed
SP
1936
Symmetry Partners
Connecticut
– -$460K -7,795 Closed
WAL
1937
W Advisors LLC
Tennessee
– -$450K -7,622 Closed
CG
1938
Clifford Group
Massachusetts
– -$445K -7,527 Closed
CRWM
1939
Castle Rock Wealth Management
California
– -$419K -7,212 Closed
CAS
1940
CTC Alternative Strategies
Illinois
– -$420K -7,109 Closed
MWM
1941
Modern Wealth Management
Kansas
– -$408K -6,915 Closed
SWK
1942
Stephen W. Kidder
– -$382K -6,465 Closed
GCIM
1943
Gunn & Company Investment Management
Florida
– -$374K -6,337 Closed
TCPW
1944
Twin City Private Wealth
North Carolina
– -$373K -6,312 Closed
SJL
1945
Shayne & Jacobs LLC
Tennessee
– -$362K -6,122 Closed
BMCM
1946
Burns Matteson Capital Management
New York
– -$358K -6,067 Closed
SFP
1947
Shepherd Financial Partners
Massachusetts
– -$352K -5,966 Closed
DBRC
1948
D.B. Root & Company
Pennsylvania
– -$349K -5,910 Closed
OHWA
1949
Oak Hill Wealth Advisors
Virginia
– -$335K -5,750 Closed
CCA
1950
Cora Capital Advisors
New Jersey
– -$333K -5,634 Closed
76 77
78
79 80