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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1951
Oak Hill Wealth Advisors
Virginia
– -$335K -5,750 Closed
CCA
1952
Cora Capital Advisors
New Jersey
– -$333K -5,634 Closed
I
1953
InceptionR
California
– -$332K -5,619 Closed
SFA
1954
Seneca Financial Advisors
New York
– -$325K -5,500 Closed
IIC
1955
Ironwood Investment Counsel
Arizona
– -$324K -5,489 Closed
NWMG
1956
National Wealth Management Group
Ohio
– -$318K -5,378 Closed
PBO
1957
Peoples Bank (Ohio)
Ohio
– -$315K -5,342 Closed
CRC
1958
Curi RMB Capital
Illinois
– -$313K -5,296 Closed
PCM
1959
Perkins Capital Management
Minnesota
– -$309K -5,234 Closed
MWA
1960
Meridian Wealth Advisors
Texas
– -$288K -4,872 Closed
CPA
1961
Capital Planning Advisors
California
– -$284K -4,802 Closed
BHA
1962
Beech Hill Advisors
New York
– -$278K -4,700 Closed
NME
1963
Notis-McConarty Edward
– -$277K -4,695 Closed
CASB
1964
Cape Ann Savings Bank
Massachusetts
– -$271K -4,590 Closed
ZIM
1965
Zacks Investment Management
Illinois
– -$262K -4,443 Closed
RFG
1966
RFP Financial Group
Georgia
– -$261K -4,423 Closed
WDA
1967
Wendell David Associates
New Hampshire
– -$261K -4,423 Closed
FRM
1968
Fox Run Management
Connecticut
– -$260K -4,407 Closed
FIM
1969
Freedom Investment Management
Connecticut
– -$260K -4,398 Closed
APP
1970
Avantax Planning Partners
Iowa
– -$258K -4,366 Closed
TWP
1971
Tempus Wealth Planning
California
– -$255K -4,317 Closed
CFSG
1972
Clark Financial Services Group
Missouri
– -$253K -4,286 Closed
HHRDM
1973
H&H Retirement Design & Management
Nevada
– -$248K -4,246 Closed
DWA
1974
Douglass Winthrop Advisors
New York
– -$248K -4,198 Closed
HSG
1975
Helen Stephens Group
Texas
– -$248K -4,198 Closed
77 78
79
80 81