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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
901
Lee Financial
Texas
$75K +$23K +315 +43%
EMG
902
ETF Managers Group
New Jersey
$73K +$10.7K +146 +16%
MCA
903
Mercer Capital Advisers
New Jersey
$69K – – –
LWM
904
Lenox Wealth Management
Ohio
$68K -$1.53K -21 -2%
AIM
905
Advantage Investment Management
Iowa
$66K – – –
VFA
906
Valeo Financial Advisors
Indiana
$65K +$24.6K +337 +58%
PCG
907
Private Capital Group
Connecticut
$64K +$66.1K +904 New
BBHC
908
Brown Brothers Harriman & Co
New York
$63K -$83.7K -1,145 -56%
OFW
909
Omnia Family Wealth
Florida
$63K -$4.38K -60 -6%
DOA
910
D'Orazio & Associates
Virginia
$58K – – –
SIAP
911
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
CBT
912
Capital Bank & Trust
California
$57K +$5.48K +75 +10%
CIA
913
Cascade Investment Advisors
Oregon
$56.8K – – –
PCM
914
Prelude Capital Management
New York
$56K -$145K -1,989 -72%
IWP
915
Icon Wealth Partners
Texas
$55K +$56.3K +770 New
EWM
916
Endurance Wealth Management
Rhode Island
$51K – – –
MRCM
917
M&R Capital Management
New Jersey
$49K -$27.4K -375 -35%
RAM
918
Riggs Asset Management
Pennsylvania
$49K – – –
FHA
919
First Horizon Advisors
Tennessee
$45K – – –
MSFP
920
Mark Sheptoff Financial Planning
Connecticut
$43K – – –
CG
921
Cutler Group
California
$42K -$19.1K -262 -30%
SFSIG
922
San Francisco Sentry Investment Group
California
$42K – – –
KJWM
923
Kiley Juergens Wealth Management
Washington
$41K +$42.8K +586 New
RE
924
RBC Europe
United Kingdom
$40.9K – – –
EWM
925
Evercore Wealth Management
New York
$38K +$38.7K +530 New
35 36
37
38 39