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Genpact
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
451
Princeton Global Asset Management
New Jersey
$23.4K – – –
RFP
452
Root Financial Partners
California
$23.4K +$5.36K +124 +33%
SAM
453
Smartleaf Asset Management
Massachusetts
$21.9K -$39.6K -916 -66%
AWM
454
Activest Wealth Management
Florida
$20.5K +$18.9K +438 New
CJ
455
Caitlin John
Michigan
$20.2K – – –
PFBT
456
Parkside Financial Bank & Trust
Missouri
$19.4K +$10.7K +247 +148%
ACA
457
Atlas Capital Advisors
Wyoming
$19K +$17.6K +407 New
CIAM
458
Caitong International Asset Management
Hong Kong
$18.2K -$5.45K -126 -24%
SWP
459
Strategic Wealth Partners
Ohio
$15.2K -$29.2K -676 -68%
PWPS
460
Pinnacle Wealth Planning Services
Ohio
$13K +$12K +277 New
SPIA
461
Steward Partners Investment Advisory
New York
$12.7K -$99.8K -2,307 -90%
OP
462
ORG Partners
Indiana
$12.4K +$11.5K +266 New
SEP
463
Signature Equity Partners
Ohio
$12.4K +$11.4K +264 New
JSAM
464
J. Safra Asset Management
New York
$11.1K +$1.21K +28 +13%
WSFS
465
Wilmington Savings Fund Society
Delaware
$11.1K +$10.3K +237 New
SL
466
Salomon & Ludwin
Virginia
$10.6K – – –
JGIA
467
Jackson Grant Investment Advisers
Connecticut
$10.5K – – –
GA
468
GoalVest Advisory
New York
$10.1K +$9.34K +216 New
AF
469
Advisornet Financial
Minnesota
$8.19K – – –
EWP
470
Elevation Wealth Partners
California
$7.86K +$1.43K +33 +24%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$6.69K +$346 +8 +6%
JWA
472
JFS Wealth Advisors
Pennsylvania
$6.69K +$1.99K +46 +47%
HI
473
Harbour Investments
Wisconsin
$6.04K +$303 +7 +6%
CIA
474
Cape Investment Advisory
Georgia
$5.29K +$4.89K +113 New
BIA
475
Bell Investment Advisors
California
$5.24K -$2.68K -62 -36%
17 18
19
20 21