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Cognizant

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
776
Geneos Wealth Management
Colorado
$89K – – –
VFA
777
Valeo Financial Advisors
Indiana
$88K +$7.6K +123 +9%
TCWM
778
Total Clarity Wealth Management
Illinois
$88K +$87.6K +1,418 New
CC
779
Centiva Capital
New York
$86K -$46.5K -753 -35%
CAW
780
Cornerstone Advisors (Washington)
Washington
$84K +$6.43K +104 +8%
SWA
781
Sutton Wealth Advisors
Florida
$84K – – –
DSC
782
Duncker Streett & Co
Missouri
$81K +$80.3K +1,300 New
BFEC
783
Benjamin F. Edwards & Company
Missouri
$78K +$20.1K +325 +35%
BWP
784
Baldwin Wealth Partners
Massachusetts
$74K – – –
VCM
785
Versant Capital Management
Arizona
$72K – – –
LFASL
786
Lugano Financial Advisors SA (LFA)
Switzerland
$70K +$69.5K +1,124 New
OPS
787
Orion Portfolio Solutions
Nebraska
$68K +$67.9K +1,099 New
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$67K +$5.81K +94 +10%
CT
789
Caldwell Trust
Florida
$65.9K +$65.6K +1,062 New
SIAS
790
Shine Investment Advisory Services
Colorado
$65K – – –
WEC
791
Winslow Evans & Crocker
Massachusetts
$62K -$427K -6,914 -88%
FGAM
792
Financial Gravity Asset Management
Texas
$62K +$1.67K +27 +10%
IA
793
IFP Advisors
Florida
$59K -$105K -1,698 -64%
PCG
794
Private Capital Group
Connecticut
$57K +$15.9K +257 +38%
OC
795
Oakworth Capital
Alabama
$55K -$927 -15 -2%
CCA
796
Column Capital Advisors
Indiana
$55K +$55.3K +895 New
DWA
797
Dougherty Wealth Advisers
Minnesota
$52K – – –
PA
798
Procyon Advisors
Connecticut
$52K +$52.2K +845 New
DOA
799
D'Orazio & Associates
Virginia
$51K – – –
CFG
800
CKW Financial Group
Hawaii
$50K – – –