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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1951
InceptionR
California
– -$332K -5,619 Closed
SFA
1952
Seneca Financial Advisors
New York
– -$325K -5,500 Closed
IIC
1953
Ironwood Investment Counsel
Arizona
– -$324K -5,489 Closed
NWMG
1954
National Wealth Management Group
Ohio
– -$318K -5,378 Closed
PBO
1955
Peoples Bank (Ohio)
Ohio
– -$315K -5,342 Closed
CRC
1956
Curi RMB Capital
Illinois
– -$313K -5,296 Closed
PCM
1957
Perkins Capital Management
Minnesota
– -$309K -5,234 Closed
MWA
1958
Meridian Wealth Advisors
Texas
– -$288K -4,872 Closed
CPA
1959
Capital Planning Advisors
California
– -$284K -4,802 Closed
BHA
1960
Beech Hill Advisors
New York
– -$278K -4,700 Closed
NME
1961
Notis-McConarty Edward
– -$277K -4,695 Closed
CASB
1962
Cape Ann Savings Bank
Massachusetts
– -$271K -4,590 Closed
ZIM
1963
Zacks Investment Management
Illinois
– -$262K -4,443 Closed
RFG
1964
RFP Financial Group
Georgia
– -$261K -4,423 Closed
WDA
1965
Wendell David Associates
New Hampshire
– -$261K -4,423 Closed
FRM
1966
Fox Run Management
Connecticut
– -$260K -4,407 Closed
FIM
1967
Freedom Investment Management
Connecticut
– -$260K -4,398 Closed
APP
1968
Avantax Planning Partners
Iowa
– -$258K -4,366 Closed
TWP
1969
Tempus Wealth Planning
California
– -$255K -4,317 Closed
CFSG
1970
Clark Financial Services Group
Missouri
– -$253K -4,286 Closed
HHRDM
1971
H&H Retirement Design & Management
Nevada
– -$248K -4,246 Closed
DWA
1972
Douglass Winthrop Advisors
New York
– -$248K -4,198 Closed
HSG
1973
Helen Stephens Group
Texas
– -$248K -4,198 Closed
WH
1974
Willner & Heller
California
– -$247K -4,187 Closed
CAM
1975
Campion Asset Management
Virginia
– -$247K -4,176 Closed
77 78
79
80 81