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Genpact
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
551
Perigon Wealth Management
California
– -$374K -8,000 Closed
VWM
552
Venturi Wealth Management
Texas
– -$323K -6,899 Closed
CWG
553
Cornerstone Wealth Group
North Carolina
– -$310K -6,631 Closed
SAM
554
Sompo Asset Management
Japan
– -$309K -6,600 Closed
ICP
555
Interchange Capital Partners
Pennsylvania
– -$308K -6,585 Closed
PWP
556
Phillips Wealth Planners
Mississippi
– -$292K -6,384 Closed
UW
557
Unique Wealth
Florida
– -$286K -6,107 Closed
NDSIB
558
North Dakota State Investment Board
North Dakota
– -$267K -5,709 Closed
GA
559
Greenspring Advisors
Maryland
– -$262K -5,592 Closed
GT
560
Greenleaf Trust
Michigan
– -$261K -5,577 Closed
FFM
561
Forum Financial Management
Illinois
– -$258K -5,507 Closed
PP
562
PDS Planning
Ohio
– -$255K -5,445 Closed
SC
563
Scotia Capital
Ontario, Canada
– -$252K -5,395 Closed
TCA
564
Transcend Capital Advisors
New Jersey
– -$252K -5,383 Closed
SWP
565
Sagespring Wealth Partners
Tennessee
– -$252K -5,379 Closed
PE
566
PCM Encore
Colorado
– -$250K -5,352 Closed
LNWTC
567
Laird Norton Wetherby Trust Company
Washington
– -$249K -5,317 Closed
CAM
568
Claret Asset Management
Quebec, Canada
– -$246K -5,257 Closed
OQS
569
Occudo Quantitative Strategies
Florida
– -$233K -4,985 Closed
ACM
570
Aster Capital Management
United Arab Emirates
– -$232K -4,953 Closed
MGIA
571
Moneta Group Investment Advisors
Missouri
– -$226K -4,838 Closed
BFIM
572
Beese Fulmer Investment Management
Ohio
– -$218K -4,654 Closed
KCM
573
Kathmere Capital Management
Pennsylvania
– -$217K -4,644 Closed
TCM
574
Teza Capital Management
Illinois
– -$216K -4,617 Closed
WMA
575
West Michigan Advisors
Michigan
– -$214K -4,579 Closed
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