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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Apexium Financial
Texas
– -$210K -3,557 Closed
SW
2002
SkyOak Wealth
Michigan
– -$208K -3,525 Closed
FNBSF
2003
First National Bank Sioux Falls
South Dakota
– -$208K -3,522 Closed
CWP
2004
Cyndeo Wealth Partners
Florida
– -$205K -3,476 Closed
FNBOO
2005
First National Bank of Omaha
Nebraska
– -$205K -3,475 Closed
GIM
2006
Groesbeck Investment Management
New Jersey
– -$204K -3,460 Closed
RG
2007
Renaissance Group
Kentucky
– -$204K -3,453 Closed
BRIA
2008
Balanced Rock Investment Advisors
Massachusetts
– -$203K -3,445 Closed
QPWM
2009
Quadrant Private Wealth Management
Pennsylvania
– -$201K -3,408 Closed
CBT
2010
Central Bank & Trust
Kentucky
– -$201K -3,404 Closed
WIA
2011
Wetzel Investment Advisors
Indiana
– -$260K -3,257 Closed
SSG
2012
Summit Securities Group
New York
– -$150K -2,536 Closed
TFF
2013
The Family Firm
Maryland
– -$124K -2,097 Closed
YDMI
2014
Y.D. More Investments
Israel
– -$116K -1,960 Closed
EC
2015
EntryPoint Capital
New York
– -$115K -1,949 Closed
CH
2016
Cromwell Holdings
Wyoming
– -$112K -1,901 Closed
SOAMC
2017
Spirit of America Management Corp
New York
– -$107K -1,811 Closed
MIM
2018
Meridiem Investment Management
United Kingdom
– -$101K -1,715 Closed
FFA
2019
First Foundation Advisors
California
– -$97.2K -1,646 Closed
LTI
2020
Laffer Tengler Investments
Tennessee
– -$84.6K -1,433 Closed
OCM
2021
Orion Capital Management
California
– -$70.9K -1,200 Closed
CA
2022
Crewe Advisors
Utah
– -$60.2K -1,019 Closed
DCM
2023
Davis Capital Management
Florida
– -$48.3K -831 Closed
CB
2024
Chris Bulman
California
– -$45.9K -776 Closed
EP
2025
Elkhorn Partners
Nebraska
– -$41K -700 Closed
79 80
81
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