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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
701
Stonebridge Capital Advisors
Minnesota
$243K – – –
BFO
702
Boston Family Office
Massachusetts
$241K – – –
VCM
703
Vision Capital Management
Oregon
$240K -$65.9K -885 -22%
AA
704
Advisory Alpha
Michigan
$238K +$230K +3,089 New
FB
705
Fulton Bank
Pennsylvania
$238K -$245K -3,295 -52%
GSC
706
Ground Swell Capital
South Carolina
$238K +$230K +3,087 New
TCBWMS
707
Texas Capital Bank Wealth Management Services
Texas
$238K +$229K +3,080 New
DIA
708
Dean Investment Associates
Ohio
$237K -$3.05K -41 -1%
OFS
709
OneAscent Financial Services
Alabama
$236K +$228K +3,061 New
GSIS
710
Global Strategic Investment Solutions
Arizona
$235K – – –
QPBE
711
Quintet Private Bank (Europe)
Luxembourg
$232K +$28.5K +382 +15%
DLA
712
Douglas Lane & Associates
New York
$232K – – –
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$231K +$223K +2,995 New
PHIC
714
Pine Haven Investment Counsel
Massachusetts
$230K – – –
DS
715
DRW Securities
Illinois
$229K -$68.5K -920 -24%
TPI
716
Trust Point Inc
Wisconsin
$227K +$219K +2,935 New
TF
717
Tudor Financial
Ohio
$225K +$218K +2,920 New
SAM
718
Smartleaf Asset Management
Massachusetts
$225K +$98.8K +1,326 +83%
QCG
719
Quadrant Capital Group
Ohio
$225K -$20.6K -277 -9%
CCAL
720
City Center Advisors LLC
Michigan
$224K -$37.2K -500 -15%
CAM
721
Carret Asset Management
New York
$223K +$215K +2,892 New
CC
722
Callan Capital
California
$222K +$214K +2,877 New
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$222K +$214K +2,875 New
AAM
724
Advisors Asset Management
Colorado
$221K -$85.7K -1,151 -29%
WTA
725
Washington Trust Advisors
Massachusetts
$221K – – –
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29
30 31