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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1951
Powers Advisory Group
Illinois
– -$217K -3,448 Closed
TW
1952
TritonPoint Wealth
Maryland
– -$210K -3,427 Closed
GIA
1953
Guyasuta Investment Advisors
Pennsylvania
– -$214K -3,406 Closed
HS
1954
Horan Securities
United States
– -$214K -3,405 Closed
AA
1955
Alta Advisers
United Kingdom
– -$214K -3,400 Closed
DWM
1956
Defined Wealth Management
Oregon
– -$213K -3,388 Closed
BTWM
1957
Brass Tax Wealth Management
Ohio
– -$213K -3,386 Closed
BFO
1958
Biltmore Family Office
North Carolina
– -$212K -3,378 Closed
FAFN
1959
First Affirmative Financial Network
Colorado
– -$212K -3,374 Closed
OFG
1960
Oxford Financial Group
Indiana
– -$212K -3,370 Closed
VCM
1961
Virtue Capital Management
Tennessee
– -$212K -3,366 Closed
WAG
1962
Winthrop Advisory Group
Massachusetts
– -$212K -3,366 Closed
PP
1963
Patron Partners
Texas
– -$212K -3,364 Closed
WP
1964
Westmount Partners
California
– -$211K -3,361 Closed
AHL
1965
Abel Hall LLC
Louisiana
– -$211K -3,353 Closed
EIA
1966
Edgemoor Investment Advisors
Maryland
– -$210K -3,336 Closed
SOW
1967
State of Wyoming
Wyoming
– -$210K -3,336 Closed
RMF
1968
Red Mountain Financial
Colorado
– -$209K -3,331 Closed
SPI
1969
Sutton Place Investors
New York
– -$209K -3,329 Closed
SRL
1970
Scientech Research LLC
New Jersey
– -$209K -3,327 Closed
CLA
1971
Carnegie Lake Advisors
New Jersey
– -$209K -3,325 Closed
WKWM
1972
Walter & Keenan Wealth Management
Indiana
– -$209K -3,322 Closed
OL
1973
OneFund LLC
Florida
– -$208K -3,306 Closed
AMIM
1974
Aull & Monroe Investment Management
Alabama
– -$207K -3,295 Closed
AP
1975
Appleton Partners
Massachusetts
– -$207K -3,292 Closed
77 78
79
80 81