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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
AR
556
Altar Rock
New York
– -$301K -6,435 Closed
PWP
557
Phillips Wealth Planners
Mississippi
– -$292K -6,384 Closed
UW
558
Unique Wealth
Florida
– -$286K -6,107 Closed
NDSIB
559
North Dakota State Investment Board
North Dakota
– -$267K -5,709 Closed
GA
560
Greenspring Advisors
Maryland
– -$262K -5,592 Closed
GT
561
Greenleaf Trust
Michigan
– -$261K -5,577 Closed
FFM
562
Forum Financial Management
Illinois
– -$258K -5,507 Closed
PP
563
PDS Planning
Ohio
– -$255K -5,445 Closed
SC
564
Scotia Capital
Ontario, Canada
– -$252K -5,395 Closed
TCA
565
Transcend Capital Advisors
New Jersey
– -$252K -5,383 Closed
SWP
566
Sagespring Wealth Partners
Tennessee
– -$252K -5,379 Closed
PE
567
PCM Encore
Colorado
– -$250K -5,352 Closed
LNWTC
568
Laird Norton Wetherby Trust Company
Washington
– -$249K -5,317 Closed
CAM
569
Claret Asset Management
Quebec, Canada
– -$246K -5,257 Closed
OQS
570
Occudo Quantitative Strategies
Florida
– -$233K -4,985 Closed
ACM
571
Aster Capital Management
United Arab Emirates
– -$232K -4,953 Closed
MGIA
572
Moneta Group Investment Advisors
Missouri
– -$226K -4,838 Closed
BFIM
573
Beese Fulmer Investment Management
Ohio
– -$218K -4,654 Closed
KCM
574
Kathmere Capital Management
Pennsylvania
– -$217K -4,644 Closed
TCM
575
Teza Capital Management
Illinois
– -$216K -4,617 Closed
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