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Cigna
CI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1251
City State Bank
Iowa
$257K – – –
PWM
1252
Pines Wealth Management
North Carolina
$255K +$19.5K +69 +8%
WFI
1253
West Family Investments
California
$253K +$10.5K +37 +4%
PIM
1254
Penobscot Investment Management
Massachusetts
$253K – – –
OC
1255
Oarsman Capital
Wisconsin
$253K – – –
HP
1256
Holistic Planning
Texas
$253K – – –
FRM
1257
Fox Run Management
Connecticut
$252K -$1.12M -3,975 -81%
BFA
1258
Brendel Financial Advisors
New Hampshire
$252K – – –
BOPW
1259
Brandywine Oak Private Wealth
Pennsylvania
$251K -$2.83K -10 -1%
SWM
1260
Segment Wealth Management
Texas
$251K -$4.52K -16 -2%
AFCM
1261
Applied Finance Capital Management
Puerto Rico
$250K -$89.3K -316 -26%
SB
1262
Strategic Blueprint
Georgia
$250K +$16.4K +58 +7%
LWMM
1263
Legacy Wealth Management (Mississippi)
Mississippi
$250K +$21.8K +77 +9%
JRPIM
1264
Journey Retirement Planning & Investment Management
Idaho
$249K +$35K +124 +16%
FLP
1265
Financial Life Planners
Arizona
$248K +$1.41K +5 +0.6%
GCIA
1266
Gabelli & Co Investment Advisers
New York
$248K – – –
WCA
1267
Whetstone Capital Advisors
Kansas
$248K -$18.1K -64 -7%
FPCP
1268
Fort Point Capital Partners
California
$247K -$12.7K -45 -5%
ALAM
1269
Asahi Life Asset Management
Japan
$247K +$253K +895 New
VP
1270
Verum Partners
North Carolina
$245K +$7.06K +25 +3%
MF
1271
Montis Financial
Massachusetts
$245K +$251K +888 New
CH
1272
Cromwell Holdings
Wyoming
$244K – – –
PTFIS
1273
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$243K +$128K +453 +105%
LIM
1274
Leavell Investment Management
Alabama
$243K -$29.1K -103 -10%
TCOT
1275
Trust Company of Toledo
Ohio
$243K +$11.6K +41 +5%
49 50
51
52 53