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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
Valued Wealth Advisors
Utah
$251
BGAI
302
Bruce G. Allen Investments
Colorado
$250
WWP
303
WR Wealth Planners
Missouri
$250
GFPC
304
Global Financial Private Client
Florida
$250 +$274 +3 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$167
LFG
306
Larson Financial Group
Missouri
$167 +$183 +2 New
PWM
307
Parkworth Wealth Management
California
$167 +$183 +2 New
TFM
308
TFC Financial Management
Massachusetts
$84
SS
309
SBI Securities
Japan
$83 +$91 +1 New
Boston Partners
310
Boston Partners
Massachusetts
-$126M -1,356,062 Closed
GLA
311
Great Lakes Advisors
Illinois
-$10.8M -116,317 Closed
CM
312
Castleark Management
Illinois
-$5.7M -61,170 Closed
BA
313
Bridgewater Associates
Connecticut
-$1.15M -12,329 Closed
SG Americas Securities
314
SG Americas Securities
New York
-$653K -7,002 Closed
SEC
315
Seven Eight Capital
New York
-$587K -6,298 Closed
EC
316
EntryPoint Capital
New York
-$345K -3,702 Closed
MM
317
MQS Management
New York
-$328K -3,516 Closed
AC
318
Aristeia Capital
Connecticut
-$326K -3,501 Closed
FC
319
FORA Capital
Florida
-$304K -3,259 Closed
DM
320
Deerfield Management
New York
-$271K -2,911 Closed
MYIA
321
Mount Yale Investment Advisors
Colorado
-$269K -2,880 Closed
American Century Companies
322
American Century Companies
Missouri
-$247K -2,645 Closed
Walleye Capital
323
Walleye Capital
New York
-$242K -2,595 Closed
Cetera Investment Advisers
324
Cetera Investment Advisers
Illinois
-$241K -2,590 Closed
EP
325
Edgestream Partners
New Jersey
-$239K -2,559 Closed