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CVS

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
2001
Gilliland Jeter Wealth Management
Arkansas
– -$84.9K -1,351 Closed
GSEP
2002
Golden State Equity Partners
California
– -$82.7K -1,315 Closed
JIP
2003
Jaffetilchin Investment Partners
Florida
– -$81.6K -1,298 Closed
ACM
2004
ADAR1 Capital Management
Texas
– -$62.9K -1,000 Closed
DF
2005
DecisionPoint Financial
Arizona
– -$62.9K -1,000 Closed
TC
2006
Tacita Capital
Ontario, Canada
– -$49.9K -793 Closed
PWM
2007
Partnership Wealth Management
Maryland
– -$44.2K -703 Closed
GWP
2008
Gen-Wealth Partners
Michigan
– -$33.6K -595 Closed
NCM
2009
Northwest Capital Management
Oregon
– -$34.6K -550 Closed
APC
2010
Aspire Private Capital
North Carolina
– -$34.3K -546 Closed
KSWA
2011
Kathleen S. Wright Associates
Pennsylvania
– -$33.5K -532 Closed
RWM
2012
Reston Wealth Management
Virginia
– -$32.5K -516 Closed
BONH
2013
Bank of New Hampshire
New Hampshire
– -$31.3K -497 Closed
LFA
2014
Livelsberger Financial Advisory
Ohio
– -$31.1K -495 Closed
NFA
2015
Northwest Financial Advisors
Virginia
– -$29.1K -462 Closed
VAMG
2016
Voisard Asset Management Group
Michigan
– -$28.4K -451 Closed
FFO
2017
Fortitude Family Office
Arizona
– -$27.5K -437 Closed
SHIM
2018
Stone House Investment Management
Pennsylvania
– -$27.4K -436 Closed
SRCM
2019
Signature Resources Capital Management
California
– -$22K -350 Closed
JGIA
2020
Jackson Grant Investment Advisers
Connecticut
– -$21.9K -349 Closed
PAS
2021
Point72 Asia (Singapore)
Singapore
– -$21.3K -339 Closed
CPA
2022
Clear Point Advisors
New York
– -$20.9K -332 Closed
EWM
2023
Evermay Wealth Management
Virginia
– -$20.8K -330 Closed
FPB
2024
First PREMIER Bank
South Dakota
– -$16K -250 Closed
MWA
2025
MFA Wealth Advisors
Pennsylvania
– -$13.5K -215 Closed
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