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Cognizant

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
701
Boston Family Office
Massachusetts
$229K – – –
CMBA
702
C.M. Bidwell & Associates
Hawaii
$227K -$4.28K -56 -2%
VF
703
Virtu Financial
New York
$227K +$236K +3,091 New
LNC
704
Lincoln National Corp
Pennsylvania
$227K +$236K +3,095 New
WS
705
Wedbush Securities
California
$225K +$234K +3,066 New
GSIS
706
Global Strategic Investment Solutions
Arizona
$223K – – –
APWM
707
Atlas Private Wealth Management
New York
$222K – – –
QPBE
708
Quintet Private Bank (Europe)
Luxembourg
$219K -$96.3K -1,260 -32%
PHIC
709
Pine Haven Investment Counsel
Massachusetts
$219K – – –
William Blair Investment Management
710
William Blair Investment Management
Illinois
$215K +$2.67K +35 +1%
PDL
711
Portfolio Design Labs
California
$215K -$30K -393 -12%
KA
712
Klingman & Associates
New York
$212K +$221K +2,895 New
TF
713
Tompkins Financial
New York
$212K – – –
BWM
714
Baron Wealth Management
Michigan
$211K – – –
CAM
715
Carret Asset Management
New York
$211K – – –
CIA
716
Concurrent Investment Advisors
Florida
$211K +$220K +2,885 New
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$211K – – –
MW
718
Marcum Wealth
Ohio
$210K -$10.2K -133 -4%
AFG
719
Atomi Financial Group
New York
$210K +$218K +2,860 New
HI
720
Humankind Investments
New York
$208K -$6.11K -80 -3%
HTC
721
Haverford Trust Company
Pennsylvania
$207K – – –
AWS
722
Atria Wealth Solutions
New York
$207K +$1.76K +23 +0.8%
VFA
723
Valeo Financial Advisors
Indiana
$205K +$7.64K +100 +3%
GIA
724
Guyasuta Investment Advisors
Pennsylvania
$203K – – –
SP
725
Systematic Portfolios
New York
$202K +$211K +2,757 New