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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
551
Walled Lake Planning & Wealth Management
Illinois
$399K +$1.18K +19 +0.3%
PCS
552
Personal CFO Solutions
New Jersey
$398K +$36.4K +588 +11%
SIA
553
Schechter Investment Advisors
Michigan
$393K +$2.11K +34 +0.6%
SMH
554
Sanders Morris Harris
Texas
$393K +$372K +6,000 New
AWAU
555
Alliance Wealth Advisors (Utah)
Utah
$392K +$27K +436 +8%
SBIA
556
Sheaff Brock Investment Advisors
Indiana
$390K – – –
TAM
557
Trust Asset Management
Texas
$386K – – –
ISL
558
Ingalls & Snyder LLC
New York
$380K -$22.7K -367 -6%
CG
559
Colony Group
Massachusetts
$378K -$9.91K -160 -3%
PCM
560
Penserra Capital Management
California
$378K +$192K +3,093 +114%
SFA
561
Sequoia Financial Advisors
Ohio
$370K -$4.89K -79 -1%
AA
562
AlphaQ Advisors
Florida
$363K +$1.18K +19 +0.3%
IPW
563
Impact Partnership Wealth
Georgia
$363K +$344K +5,556 New
KAM
564
Knightsbridge Asset Management
California
$362K -$281K -4,529 -45%
JWM
565
Janiczek Wealth Management
Colorado
$359K +$17.1K +276 +5%
HWAM
566
Hennion & Walsh Asset Management
New Jersey
$358K +$4.77K +77 +1%
OTL
567
Oak Thistle LLC
New York
$355K -$735K -11,869 -69%
VAS
568
Vestmark Advisory Solutions
Massachusetts
$354K -$7.49K -121 -2%
DAS
569
Dynamic Advisor Solutions
Arizona
$349K +$28K +452 +9%
APWM
570
Atlas Private Wealth Management
New York
$349K +$331K +5,340 New
FA
571
FDx Advisors
Illinois
$346K +$87.7K +1,416 +36%
ECM
572
Evergreen Capital Management
Washington
$344K +$6.01K +97 +2%
SW
573
SVB Wealth
Massachusetts
$336K -$294K -4,750 -48%
WTC
574
WhitTier Trust Company
Nevada
$335K +$13.1K +212 +4%
SAM
575
Sompo Asset Management
Japan
$334K – – –
21 22
23
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