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Cigna
CI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1351
McGlone Suttner Wealth Management
Wisconsin
$250K +$244K +756 New
WOC
1352
West Oak Capital
California
$249K +$193K +600 +29%
PPH
1353
Pure Portfolios Holdings
Oregon
$249K -$6.45K -20 -3%
AA
1354
Addison Advisors
Vermont
$249K – – –
HBT
1355
Heartland Bank & Trust
Illinois
$248K -$8.06K -25 -3%
SW
1356
SteelPeak Wealth
California
$247K -$11.9K -37 -5%
RIL
1357
Rothschild Investment LLC
Illinois
$247K +$3.22K +10 +1%
MF
1358
Montis Financial
Massachusetts
$247K – – –
NB
1359
Nicolet Bankshares
Wisconsin
$245K – – –
MSAM
1360
Moloney Securities Asset Management
Missouri
$245K -$23.2K -72 -9%
CA
1361
Cornerstone Advisory
Maryland
$242K +$322 +1 +0.1%
HFS
1362
Heritage Financial Services
Massachusetts
$242K +$236K +733 New
OL
1363
OneFund LLC
Florida
$242K -$2.58K -8 -1%
MKW
1364
Mullaney, Keating & Wright
Connecticut
$240K – – –
PTC
1365
Petrus Trust Company
Texas
$240K +$234K +727 New
WCWM
1366
Willow Creek Wealth Management
California
$239K +$233K +723 New
AG
1367
Algert Global
California
$239K -$5.11M -15,856 -96%
WWC
1368
Waypoint Wealth Counsel
Georgia
$238K +$232K +721 New
HR
1369
Howe & Rusling
New York
$237K +$8.7K +27 +4%
AWM
1370
Aprio Wealth Management
Georgia
$234K +$228K +708 New
BAM
1371
Berkshire Asset Management
Pennsylvania
$233K – – –
GIA
1372
Gladstone Institutional Advisory
Florida
$233K -$48.4K -150 -18%
MKA
1373
M. Kulyk & Associates
Georgia
$233K – – –
FC
1374
Forte Capital
New York
$232K -$15.8K -49 -7%
FCAS
1375
First Command Advisory Services
Texas
$232K – – –
53 54
55
56 57