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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1976
PFG Private Wealth Management
Florida
$266K -$69.4K -711 -20%
RG
1977
Renaissance Group
Kentucky
$266K -$30.4K -312 -10%
WTFG
1978
Wells Trecaso Financial Group
Ohio
$266K -$9.76K -100 -3%
WMA
1979
West Michigan Advisors
Michigan
$266K +$3.71K +38 +1%
JWM
1980
Jeppson Wealth Management
California
$266K +$23.9K +245 +9%
HWA
1981
HHM Wealth Advisors
Tennessee
$266K +$44.7K +458 +19%
DA
1982
Drake & Associates
Wisconsin
$266K +$280K +2,866 New
LFA
1983
Legacy Financial Advisors
Kentucky
$265K -$45.2K -463 -14%
LB
1984
Legacy Bridge
Iowa
$265K – – –
CNWM
1985
Clay Northam Wealth Management
California
$264K – – –
SIM
1986
SSI Investment Management
California
$264K – – –
P
1987
&Partners
Tennessee
$263K +$56.2K +576 +25%
EMFAT
1988
Emerald Mutual Fund Advisers Trust
Pennsylvania
$261K +$128K +1,313 +87%
BSB
1989
Bangor Savings Bank
Maine
$260K +$26.2K +268 +11%
SGCA
1990
Steel Grove Capital Advisors
Tennessee
$259K – – –
WIC
1991
Woodmont Investment Counsel
Tennessee
$259K – – –
SG
1992
Swarthmore Group
Pennsylvania
$258K -$3.54M -36,287 -93%
VIM
1993
Vancity Investment Management
British Columbia, Canada
$258K -$2.61M -26,789 -91%
RE
1994
RBC Europe
United Kingdom
$258K – – –
TC
1995
Trilogy Capital
California
$258K +$51.6K +529 +23%
BBA
1996
Baader Bank Aktiengesellschaft
Germany
$256K -$10.4M -106,881 -97%
CHA
1997
Carmichael Hill & Associates
Maryland
$256K -$24.9K -255 -8%
WCM
1998
WealthBridge Capital Management
Ohio
$256K +$21.1K +216 +8%
PWMAG
1999
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$270K +2,763 New
FMTC
2000
Farmers & Merchants Trust Company
California
$255K -$48.8K -500 -15%
78 79
80
81 82