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Genpact
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
301
GPS Wealth Strategies Group
Colorado
$11K – – –
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$371 -8 -4%
FFC
303
First Financial Corp
Indiana
$9K – – –
BWM
304
BerganKDV Wealth Management
Minnesota
$8K – – –
PFS
305
Prospera Financial Services
Texas
$8K +$8.44K +182 New
EWA
306
EverSource Wealth Advisors
Alabama
$7K -$17.9K -387 -70%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$7K +$973 +21 +14%
LWANC
308
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
PMFA
309
Plante Moran Financial Advisors
Michigan
$5K – – –
EI
310
Ellevest Inc
New York
$4K -$17K -366 -81%
SWM
311
Sugarloaf Wealth Management
Georgia
$4K – – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$4K +$2.36K +51 +124%
CB
313
CNB Bank
Pennsylvania
$3K – – –
WWM
314
Wolff Wiese Magana
California
$3K – – –
GRP
315
Global Retirement Partners
California
$3K +$2.92K +63 New
FPS
316
Fieldpoint Private Securities
Connecticut
$2K -$13.2K -285 -89%
WT
317
Washington Trust
Rhode Island
$2K -$3.01K -65 -58%
VNA
318
Valley National Advisers
Pennsylvania
$2K – – –
VCM
319
Versant Capital Management
Arizona
$2K – – –
CI
320
Cordant Inc
Oregon
$2K +$1.81K +39 New
PWMG
321
Prestige Wealth Management Group
New Jersey
$2K +$2.55K +55 New
RWM
322
Raffa Wealth Management
District of Columbia
$1.74K – – –
MCM
323
Manchester Capital Management
Vermont
$1K -$3.75K -81 -81%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$1K -$1.9K -41 -66%
SC
325
Schubert & Co
Texas
$1K -$185 -4 -15%
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