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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Lenox Wealth Management
Ohio
$68K -$1.53K -21 -2%
AIM
902
Advantage Investment Management
Iowa
$66K – – –
VFA
903
Valeo Financial Advisors
Indiana
$65K +$24.6K +337 +58%
BBHC
904
Brown Brothers Harriman & Co
New York
$63K -$83.7K -1,145 -56%
OFW
905
Omnia Family Wealth
Florida
$63K -$4.38K -60 -6%
DOA
906
D'Orazio & Associates
Virginia
$58K – – –
SIAP
907
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K – – –
CBT
908
Capital Bank & Trust
California
$57K +$5.48K +75 +10%
CIA
909
Cascade Investment Advisors
Oregon
$56.8K – – –
PCM
910
Prelude Capital Management
New York
$56K -$145K -1,989 -72%
IWP
911
Icon Wealth Partners
Texas
$55K +$56.3K +770 New
EWM
912
Endurance Wealth Management
Rhode Island
$51K – – –
MRCM
913
M&R Capital Management
New Jersey
$49K -$27.4K -375 -35%
RAM
914
Riggs Asset Management
Pennsylvania
$49K – – –
FHA
915
First Horizon Advisors
Tennessee
$45K – – –
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$43K – – –
CG
917
Cutler Group
California
$42K -$19.1K -262 -30%
SFSIG
918
San Francisco Sentry Investment Group
California
$42K – – –
KJWM
919
Kiley Juergens Wealth Management
Washington
$41K +$42.8K +586 New
RE
920
RBC Europe
United Kingdom
$40.9K – – –
EWM
921
Evercore Wealth Management
New York
$38K +$38.7K +530 New
GI
922
Gradient Investments
Minnesota
$38K +$39.2K +536 New
CA
923
Crewe Advisors
Utah
$36K +$37.3K +510 New
DBT
924
Dubuque Bank & Trust
Iowa
$35K +$4.31K +59 +14%
GWS
925
Glassman Wealth Services
Virginia
$35K +$4.82K +66 +15%
35 36
37
38 39