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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1951
Johanson Financial Advisors
California
– -$142K -1,915 Closed
HI
1952
Human Investing
Oregon
– -$56K -760 Closed
ACM
1953
Allred Capital Management
Texas
– -$54.5K -734 Closed
KWM
1954
Keebeck Wealth Management
Illinois
– -$48K -650 Closed
FPS
1955
Fieldpoint Private Securities
Connecticut
– -$43K -572 Closed
EA
1956
Emerald Advisers
Pennsylvania
– -$41K -558 Closed
1W
1957
1776 Wealth
Georgia
– -$31K -420 Closed
ACM
1958
Anfield Capital Management
California
– -$26K -371 Closed
TWP
1959
TFO Wealth Partners
Ohio
– -$22K -300 Closed
APC
1960
Aspire Private Capital
North Carolina
– -$19K -258 Closed
HWM
1961
Howard Wealth Management
Connecticut
– -$16K -220 Closed
AGA
1962
Accuvest Global Advisors
Utah
– -$13K -180 Closed
EWA
1963
Evolution Wealth Advisors
Florida
– -$13K -177 Closed
THWM
1964
Taylor Hoffman Wealth Management
Virginia
– -$11K -144 Closed
BCI
1965
Brinker Capital Investments
Pennsylvania
– -$9K -126 Closed
WCM
1966
Wealthcare Capital Management
Virginia
– -$6.01K -90 -94%
JPLA
1967
Joseph P. Lucia & Associates
New York
– -$3K -47 Closed
MWA
1968
Moser Wealth Advisors
Washington
– -$2K -21 Closed
AIM
1969
Aigen Investment Management
New York
– -$1K -7 Closed
SHWM
1970
Silicon Hills Wealth Management
Texas
– -$13 -2 Closed
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