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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1976
Pointe Capital Management
Michigan
$226K -$51.6K -615 -17%
FW
1977
FirstPurpose Wealth
Utah
$225K +$11.9K +142 +5%
HCM
1978
Hengehold Capital Management
Ohio
$225K +$84 +1 +0%
FMTC
1979
Farmers & Merchants Trust Company
California
$225K +$19.1K +228 +8%
CCP
1980
Cassia Capital Partners
North Carolina
$224K -$2.6K -31 -1%
PA
1981
Procyon Advisors
Connecticut
$224K -$14.3K -171 -5%
GCIA
1982
Gabelli & Co Investment Advisers
New York
$223K – – –
APIM
1983
Agate Pass Investment Management
Washington
$223K – – –
AIM
1984
Acropolis Investment Management
Missouri
$223K -$4.19K -50 -2%
SICM
1985
Sustainable Insight Capital Management
New York
$222K +$58.7K +700 +31%
IAP
1986
Indie Asset Partners
Indiana
$221K -$25K -298 -9%
WMA
1987
West Michigan Advisors
Michigan
$221K +$2.85K +34 +1%
SIS
1988
Sound Income Strategies
Florida
$221K – – –
TC
1989
Truvestments Capital
Florida
$221K -$43.4K -517 -15%
KA
1990
Klingman & Associates
New York
$220K -$34.8K -415 -12%
ST
1991
Somerset Trust
Pennsylvania
$220K +$1.93K +23 +0.8%
RG
1992
Rathbones Group
United Kingdom
$219K -$8.39K -100 -3%
AIP
1993
Almanack Investment Partners
Pennsylvania
$219K +$6.29K +75 +3%
BSB
1994
Bangor Savings Bank
Maine
$219K +$11.5K +137 +5%
CB
1995
CNB Bank
Pennsylvania
$218K -$16.3K -194 -6%
SDAM
1996
Shulman DeMeo Asset Management
New York
$218K +$839 +10 +0.3%
LJAC
1997
L.J. Altfest & Co
New York
$218K -$12K -143 -5%
RC
1998
Roundview Capital
New Jersey
$218K -$36K -429 -13%
SMWM
1999
Silvia McColl Wealth Management
California
$218K – – –
SSW
2000
Stone Summit Wealth
Florida
$215K -$14.8K -176 -6%
78 79
80
81 82