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Cognizant
CTSH

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
901
Sutton Wealth Advisors
Florida
$98.5K +$1.4K +20 +1%
PHK
902
Point72 Hong Kong
Hong Kong
$95K +$91.8K +1,311 New
OC
903
Oakworth Capital
Alabama
$88K – – –
BWP
904
Baldwin Wealth Partners
Massachusetts
$87K +$72.8K +1,040 +650%
ZB
905
Zions Bancorporation
Utah
$85K +$82.6K +1,180 New
FC
906
Ferris Capital
Massachusetts
$83K – – –
LWM
907
Lenox Wealth Management
Ohio
$80K +$10.1K +144 +15%
AIM
908
Assured Investment Management
New York
$79K +$76.5K +1,093 New
BCI
909
Brinker Capital Investments
Pennsylvania
$75K +$68.9K +985 +1,759%
WPW
910
Winthrop Partners - WNY
New York
$73.8K – – –
RE
911
RBC Europe
United Kingdom
$72.2K -$5.25K -75 -7%
NFG
912
Next Financial Group
Texas
$72K -$44.7K -638 -39%
IWP
913
Icon Wealth Partners
Texas
$72K +$69.2K +989 New
NFH
914
NEXT Financial Holdings
Texas
$72K +$69.7K +996 New
MCA
915
Mercer Capital Advisers
New Jersey
$71K – – –
BWM
916
Baystate Wealth Management
Massachusetts
$71K +$70 +1 +0.1%
CAC
917
Certified Advisory Corp
Florida
$65K -$7K -100 -10%
OFW
918
Omnia Family Wealth
Florida
$64K – – –
JCM
919
Jacobi Capital Management
Pennsylvania
$64K +$6.79K +97 +12%
MAM
920
Meeder Asset Management
Ohio
$64K +$62.2K +889 New
DWA
921
Dougherty Wealth Advisers
Minnesota
$61K – – –
AIM
922
Advantage Investment Management
Iowa
$60K – – –
DOA
923
D'Orazio & Associates
Virginia
$59K – – –
SIAP
924
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
PCP
925
Proficio Capital Partners
Massachusetts
$58K +$12.5K +179 +29%
35 36
37
38 39