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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1951
GYL Financial Synergies
Connecticut
$318K -$818K -7,791 -71%
WAM
1952
WFA Asset Management
Wisconsin
$318K +$27.8K +265 +9%
AWA
1953
Aaron Wealth Advisors
Illinois
$317K +$1.05K +10 +0.3%
AT
1954
Arvest Trust
Oklahoma
$317K -$54.3K -517 -14%
C
1955
Covestor
United Kingdom
$317K +$172K +1,634 +109%
LIA
1956
LBMC Investment Advisors
Tennessee
$316K -$2.1K -20 -0.6%
AWA
1957
Amplius Wealth Advisors
Pennsylvania
$315K +$525 +5 +0.2%
PFC
1958
Phocas Financial Corp
California
$314K – – –
CWS
1959
Cypress Wealth Services
California
$314K +$5.99K +57 +2%
OA
1960
Operose Advisors
Wisconsin
$313K -$51.6K -491 -14%
TCM
1961
Tradewinds Capital Management
Washington
$313K -$10.7K -102 -3%
FPWM
1962
FSB Premier Wealth Management
Iowa
$311K -$18.3K -174 -5%
QP
1963
Quilter Plc
United Kingdom
$311K -$8.4K -80 -3%
BPFA
1964
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
GWANC
1965
Guardian Wealth Advisors (North Carolina)
North Carolina
$311K +$323K +3,071 New
WTA
1966
Washington Trust Advisors
Massachusetts
$309K -$19.2K -183 -6%
CCA
1967
Cobblestone Capital Advisors
New York
$309K – – –
SFG
1968
Sowa Financial Group
Rhode Island
$308K +$1.68K +16 +0.5%
EW
1969
Evoke Wealth
California
$308K +$53.3K +507 +20%
SFG
1970
Sovereign Financial Group
Connecticut
$308K +$320K +3,045 New
CHA
1971
Carmichael Hill & Associates
Maryland
$305K +$29K +276 +10%
AIM
1972
Acropolis Investment Management
Missouri
$305K +$138K +1,314 +77%
F
1973
F3Logic
Minnesota
$304K -$484K -4,610 -60%
FFG
1974
Fortem Financial Group
California
$304K -$251K -2,389 -44%
SAM
1975
SignalPoint Asset Management
Missouri
$304K -$11.6K -110 -4%
77 78
79
80 81