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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1926
Trueblood Wealth Management
Ohio
– -$242K -3,855 Closed
SWA
1927
Stratos Wealth Advisors
Ohio
– -$240K -3,816 Closed
KA
1928
Klingman & Associates
New York
– -$239K -3,798 Closed
AI
1929
AXS Investments
New York
– -$238K -3,788 Closed
MM
1930
MQS Management
New York
– -$237K -3,763 Closed
HB
1931
HTLF Bank
Colorado
– -$235K -3,736 Closed
ICMM
1932
Integrated Capital Management (Michigan)
Michigan
– -$234K -3,723 Closed
IDBONY
1933
Israel Discount Bank of New York
New York
– -$232K -3,696 Closed
ABLA
1934
Alan B. Lancz & Associates
Ohio
– -$232K -3,685 Closed
NA
1935
Navellier & Associates
Nevada
– -$231K -3,675 Closed
WF
1936
WoodTrust Financial
Wisconsin
– -$231K -3,667 Closed
NL
1937
NWAM LLC
Washington
– -$230K -3,655 Closed
AFA
1938
AA Financial Advisors
Ohio
– -$229K -3,636 Closed
MAM
1939
Marquette Asset Management
Minnesota
– -$228K -3,630 Closed
NP
1940
Nilsine Partners
Colorado
– -$226K -3,587 Closed
PPP
1941
Private Portfolio Partners
New Jersey
– -$225K -3,581 Closed
RPWA
1942
Regent Peak Wealth Advisors
Georgia
– -$224K -3,556 Closed
GPWA
1943
Great Point Wealth Advisors
Massachusetts
– -$222K -3,536 Closed
RWM
1944
Ritholtz Wealth Management
New York
– -$221K -3,507 Closed
AIM
1945
Avity Investment Management
Connecticut
– -$220K -3,501 Closed
WCM
1946
WealthBridge Capital Management
Ohio
– -$220K -3,496 Closed
BW
1947
Bison Wealth
Georgia
– -$220K -3,493 Closed
CCFM
1948
Clear Creek Financial Management
Washington
– -$219K -3,479 Closed
MWC
1949
MBM Wealth Consultants
Missouri
– -$218K -3,469 Closed
PAG
1950
Powers Advisory Group
Illinois
– -$217K -3,448 Closed
76 77
78
79 80