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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Arrow Financial
New York
– -$92.1K -1,465 Closed
GJWM
2002
Gilliland Jeter Wealth Management
Arkansas
– -$84.9K -1,351 Closed
GSEP
2003
Golden State Equity Partners
California
– -$82.7K -1,315 Closed
JIP
2004
Jaffetilchin Investment Partners
Florida
– -$81.6K -1,298 Closed
ACM
2005
ADAR1 Capital Management
Texas
– -$62.9K -1,000 Closed
DF
2006
DecisionPoint Financial
Arizona
– -$62.9K -1,000 Closed
TC
2007
Tacita Capital
Ontario, Canada
– -$49.9K -793 Closed
PWM
2008
Partnership Wealth Management
Maryland
– -$44.2K -703 Closed
GWP
2009
Gen-Wealth Partners
Michigan
– -$33.6K -595 Closed
NCM
2010
Northwest Capital Management
Oregon
– -$34.6K -550 Closed
APC
2011
Aspire Private Capital
North Carolina
– -$34.3K -546 Closed
KSWA
2012
Kathleen S. Wright Associates
Pennsylvania
– -$33.5K -532 Closed
RWM
2013
Reston Wealth Management
Virginia
– -$32.5K -516 Closed
BONH
2014
Bank of New Hampshire
New Hampshire
– -$31.3K -497 Closed
LFA
2015
Livelsberger Financial Advisory
Ohio
– -$31.1K -495 Closed
NFA
2016
Northwest Financial Advisors
Virginia
– -$29.1K -462 Closed
VAMG
2017
Voisard Asset Management Group
Michigan
– -$28.4K -451 Closed
FFO
2018
Fortitude Family Office
Arizona
– -$27.5K -437 Closed
SHIM
2019
Stone House Investment Management
Pennsylvania
– -$27.4K -436 Closed
SRCM
2020
Signature Resources Capital Management
California
– -$22K -350 Closed
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
– -$21.9K -349 Closed
PAS
2022
Point72 Asia (Singapore)
Singapore
– -$21.3K -339 Closed
CPA
2023
Clear Point Advisors
New York
– -$20.9K -332 Closed
EWM
2024
Evermay Wealth Management
Virginia
– -$20.8K -330 Closed
FPB
2025
First PREMIER Bank
South Dakota
– -$16K -250 Closed
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