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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
551
Texas Capital Bank Wealth Management Services
Texas
$374K +$384K +6,137 New
PSC
552
Portman Square Capital
United Kingdom
$372K – – –
WLPWM
553
Walled Lake Planning & Wealth Management
Illinois
$372K +$1.13K +18 +0.3%
CA
554
Cullinan Associates
Kentucky
$369K -$470K -7,512 -55%
SIA
555
Schechter Investment Advisors
Michigan
$365K -$40.5K -647 -10%
SBIA
556
Sheaff Brock Investment Advisors
Indiana
$364K – – –
CG
557
Colony Group
Massachusetts
$363K -$416K -6,640 -53%
TAM
558
Trust Asset Management
Texas
$360K +$1.06K +17 +0.3%
AS
559
AM Squared
Hong Kong
$359K -$6.26K -100 -2%
SM
560
STF Management
Texas
$356K +$366K +5,843 New
SFA
561
Sequoia Financial Advisors
Ohio
$350K -$13.1K -210 -4%
AWM
562
Apollon Wealth Management
South Carolina
$348K +$29.4K +470 +9%
SC
563
SRB Corp
Massachusetts
$343K +$353K +5,634 New
AWAU
564
Alliance Wealth Advisors (Utah)
Utah
$339K -$14.4K -230 -4%
SCP
565
Shorepoint Capital Partners
Massachusetts
$338K -$856K -13,676 -71%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$338K +$1.69K +27 +0.5%
AA
567
AlphaQ Advisors
Florida
$337K -$43.1K -689 -11%
PCS
568
Personal CFO Solutions
New Jersey
$336K +$37.3K +596 +12%
CA
569
Clearstead Advisors
Ohio
$331K +$149K +2,383 +78%
BFS
570
Bradley Foster & Sargent
Connecticut
$330K -$12.5K -200 -4%
HWAM
571
Hennion & Walsh Asset Management
New Jersey
$330K +$26K +416 +8%
DCM
572
Dupont Capital Management
Delaware
$323K -$159K -2,544 -32%
BP
573
Ballentine Partners
Massachusetts
$318K +$42.1K +672 +15%
ECM
574
Evergreen Capital Management
Washington
$315K +$54.3K +867 +20%
JWM
575
Janiczek Wealth Management
Colorado
$314K +$148K +2,361 +82%
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