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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1951
Retirement Financial Solutions
Tennessee
$236K +$27K +322 +11%
FL
1952
Fort LP
Maryland
$236K -$85.6K -1,021 -24%
AWM
1953
Aberdeen Wealth Management
Illinois
$236K +$31.9K +381 +14%
FWP
1954
FAS Wealth Partners
Kansas
$235K – – –
AIS
1955
AM Investment Strategies
Tennessee
$234K +$264K +3,153 New
CPA
1956
Cardiff Park Advisors
California
$234K -$36.4K -434 -12%
EW
1957
Evoke Wealth
California
$233K +$18.1K +216 +7%
OWM
1958
OneAscent Wealth Management
Alabama
$233K -$143K -1,703 -35%
BIP
1959
Blueprint Investment Partners
North Carolina
$232K -$363K -4,329 -58%
HS
1960
Horan Securities
United States
$232K +$7.63K +91 +3%
RCM
1961
RB Capital Management
Nevada
$232K -$78.2K -932 -23%
CWS
1962
Cypress Wealth Services
California
$232K +$11.5K +137 +5%
AT
1963
American Trust
Kentucky
$231K -$515K -6,143 -66%
PFC
1964
Phocas Financial Corp
California
$231K – – –
AO
1965
Advisor OS
Illinois
$230K +$260K +3,100 New
PVI
1966
Pine Valley Investments
New Jersey
$230K +$385K +4,587 New
RAM
1967
Readystate Asset Management
Illinois
$229K +$258K +3,081 New
RF
1968
Robbins Farley
New Hampshire
$229K – – –
SW
1969
Solidarity Wealth
Utah
$229K +$258K +3,075 New
RFA
1970
Resurgent Financial Advisors
Georgia
$228K -$171K -2,039 -40%
BHPW
1971
Beverly Hills Private Wealth
California
$228K +$33.3K +397 +15%
PWP
1972
Private Wealth Partners
California
$228K +$257K +3,068 New
TIA
1973
Tiemann Investment Advisors
California
$227K – – –
GA
1974
Greenspring Advisors
Maryland
$226K +$256K +3,048 New
SWP
1975
Semus Wealth Partners
Florida
$226K +$1.43K +17 +0.6%
77 78
79
80 81