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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
751
Carolinas Wealth Consulting
North Carolina
$61K -$74.5K -1,010 -55%
AWM
752
AllSquare Wealth Management
New York
$60K +$59.4K +805 New
CIA
753
Cascade Investment Advisors
Oregon
$59.4K – – –
SIAP
754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K – – –
GWS
755
Glassman Wealth Services
Virginia
$59K +$4.8K +65 +9%
EWM
756
Endurance Wealth Management
Rhode Island
$53K – – –
TWA
757
TCI Wealth Advisors
Arizona
$53K +$5.02K +68 +10%
IUHSA
758
Itau Unibanco Holding S.A.
Brazil
$52K +$18.2K +247 +55%
QCG
759
Quadrant Capital Group
Ohio
$51K -$40.9K -554 -45%
BBHC
760
Brown Brothers Harriman & Co
New York
$48K – – –
MMG
761
Monetary Management Group
Missouri
$48K – – –
IBOK
762
Independence Bank of Kentucky
Kentucky
$47K – – –
HWA
763
Heritage Wealth Advisors
Virginia
$46.8K – – –
LAS
764
Lloyd Advisory Services
Georgia
$46K +$45.4K +616 New
FFA
765
Freedman Financial Associates
Massachusetts
$44K +$17.6K +238 +67%
CLOS
766
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
RE
767
RBC Europe
United Kingdom
$42.7K – – –
JGIA
768
Jackson Grant Investment Advisers
Connecticut
$42K – – –
CWP
769
Concord Wealth Partners
Virginia
$41K -$68.7K -931 -63%
CFA
770
Carroll Financial Associates
North Carolina
$40K +$1.62K +22 +4%
EW
771
Evoke Wealth
California
$39K – – –
FMB
772
Field & Main Bank
Kentucky
$37K – – –
RTC
773
Riverview Trust Company
Washington
$37K – – –
MWC
774
MBM Wealth Consultants
Missouri
$36K – – –
HFA
775
HC Financial Advisors
California
$35K – – –
29 30
31
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