CVD EQUIPMENT CORP

Ticker: CVV CUSIP: 126601103 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (7)

DRW Securities, LLC
Value ($000) $45 Shares 14,595
CURIO WEALTH, LLC
Value ($000) $6 Shares 2,000
CITIGROUP INC
Value ($000) $7 Shares 2,341
Allworth Financial LP
Value ($000) $7 Shares 2,200
BlackRock, Inc.
Value ($000) $7 Shares 2,200
Farther Finance Advisors, LLC
Value ($000) $0 Shares 55
ROYAL BANK OF CANADA
Value ($000) $0 Shares 53

Increased Positions (4)

Cannell & Spears LLC
Value ($000) $73 (+36.6%) Shares 23,758 (+48.5%)
UBS Group AG
Value ($000) $1 (+168.7%) Shares 172 (+191.5%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $50 (+93824.5%) Shares 16,110 (+1.4%)
BANK OF AMERICA CORP /DE/
Value ($000) $0 (-6.0%) Shares 51 (+2.0%)

Decreased Positions (5)

CITADEL ADVISORS LLC
Value ($000) $49 (-64.6%) Shares 15,940 (-61.5%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $475 (-13.2%) Shares 153,882 (-5.6%)
DIMENSIONAL FUND ADVISORS LP
Value ($000) $211 (-12.3%) Shares 68,363 (-4.6%)
Beacon Pointe Advisors, LLC
Value ($000) $33 (-10.2%) Shares 10,840 (-2.3%)
Tower Research Capital LLC (TRC)
Value ($000) $4 (-15.0%) Shares 1,250 (-7.6%)

Exited Positions (1)

GOLDMAN SACHS GROUP INC
Value ($000) $45 Shares 13,357