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Genpact
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
376
Scotia Capital
Ontario, Canada
$252K -$778 -18 -0.3%
BTI
377
Blue Trust Inc
Georgia
$252K +$40.4K +934 +21%
TCA
378
Transcend Capital Advisors
New Jersey
$252K +$233K +5,383 New
SWP
379
Sagespring Wealth Partners
Tennessee
$252K +$233K +5,379 New
PE
380
PCM Encore
Colorado
$250K +$231K +5,352 New
LNWTC
381
Laird Norton Wetherby Trust Company
Washington
$249K +$230K +5,317 New
PA
382
Parallel Advisors
California
$246K +$58.6K +1,356 +35%
CAM
383
Claret Asset Management
Quebec, Canada
$246K -$562 -13 -0.2%
LAM
384
LECAP Asset Management
United Kingdom
$245K +$227K +5,241 New
FTWA
385
Fifth Third Wealth Advisors
Ohio
$244K -$424K -9,811 -65%
EW
386
Evoke Wealth
California
$242K +$224K +5,180 New
FCM
387
Fieldview Capital Management
Michigan
$237K +$219K +5,070 New
IAS
388
IMA Advisory Services
Colorado
$234K – – –
OQS
389
Occudo Quantitative Strategies
Florida
$233K -$644K -14,887 -75%
MIM
390
Morningstar Investment Management
Illinois
$233K – – –
ACM
391
Aster Capital Management
United Arab Emirates
$232K +$214K +4,953 New
SAM
392
Sagewood Asset Management
New York
$231K +$214K +4,937 New
WA
393
Waverly Advisors
Alabama
$230K +$212K +4,913 New
MGIA
394
Moneta Group Investment Advisors
Missouri
$226K -$259 -6 -0.1%
CF
395
Centaurus Financial
California
$223K +$16.5K +382 +9%
VA
396
Vident Advisory
Georgia
$220K -$767K -17,732 -79%
BFIM
397
Beese Fulmer Investment Management
Ohio
$218K +$201K +4,654 New
KCM
398
Kathmere Capital Management
Pennsylvania
$217K +$201K +4,644 New
TCM
399
Teza Capital Management
Illinois
$216K +$200K +4,617 New
WMA
400
West Michigan Advisors
Michigan
$214K +$198K +4,579 New
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16
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