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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1951
Silvia McColl Wealth Management
California
$202K – – –
UCB
1952
United Community Bank
South Carolina
$202K +$31.3K +440 +18%
PAM
1953
Private Asset Management
California
$202K -$42.6K -599 -17%
PWS
1954
Precision Wealth Strategies
Missouri
$202K -$32.3K -454 -13%
ES
1955
ETF Store
Kansas
$202K +$198K +2,789 New
RG
1956
Renaissance Group
Kentucky
$201K +$207K +2,908 New
BSB
1957
Bangor Savings Bank
Maine
$201K -$2.63K -37 -1%
RZH
1958
Relyea Zuckerberg Hanson
Connecticut
$201K +$207K +2,905 New
TNA
1959
True North Advisors
Texas
$200K -$555K -7,800 -73%
SSW
1960
Stone Summit Wealth
Florida
$200K – – –
TIA
1961
Tiemann Investment Advisors
California
$200K -$10.7K -150 -5%
HCP
1962
Hexagon Capital Partners
Arkansas
$200K +$37.1K +522 +22%
UBV
1963
United Bank (Virginia)
Virginia
$200K – – –
LB
1964
Legacy Bridge
Iowa
$198K – – –
WAM
1965
WFA Asset Management
Wisconsin
$197K +$1.64K +23 +0.8%
GITFIT
1966
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K +$14.2K +200 +8%
TWD
1967
True Wealth Design
Ohio
$194K -$36.4K -511 -15%
GWSG
1968
GPS Wealth Strategies Group
Colorado
$190K -$5.55K -78 -3%
AIM
1969
Acropolis Investment Management
Missouri
$190K -$18K -253 -8%
RBC
1970
Roble Belko & Company
Pennsylvania
$187K – – –
PMFA
1971
Plante Moran Financial Advisors
Michigan
$182K +$51.4K +723 +38%
CFD
1972
Creative Financial Designs
Indiana
$180K +$8.04K +113 +5%
AA
1973
Addison Advisors
Vermont
$179K -$51.3K -721 -22%
ICM
1974
Islay Capital Management
Texas
$176K – – –
CA
1975
Centerpoint Advisors
Massachusetts
$174K – – –
77 78
79
80 81