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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$269K -$66.8K -635 -21%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$264K +$47.4K +450 +24%
LC
203
Loews Corp
New York
$256K
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$250K +$233K +2,211 New
FMT
205
First Mercantile Trust
Tennessee
$240K +$9.16K +87 +4%
CIP
206
Cornerstone Investment Partners
Georgia
$239K +$223K +2,116 New
CIA
207
Choate Investment Advisors
Massachusetts
$227K +$211K +2,007 New
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$219K +$204K +1,938 New
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K
ACM
210
AlphaCrest Capital Management
New York
$202K -$991K -9,419 -84%
CIM
211
Contravisory Investment Management
Massachusetts
$202K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$200K +$133K +1,259 +244%
GWSG
213
GPS Wealth Strategies Group
Colorado
$180K -$421 -4 -0.3%
Osaic Holdings
214
Osaic Holdings
Arizona
$160K +$29.2K +277 +24%
AAM
215
Advisors Asset Management
Colorado
$136K -$29K -276 -19%
HPC
216
HM Payson & Co
Maine
$106K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$93K -$24.1K -229 -22%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$93K +$1.47K +14 +2%
EBA
219
Eagle Bay Advisors
New York
$93K +$1.58K +15 +2%
HIA
220
Harbor Investment Advisory
Maryland
$92K
MI
221
Markston International
New York
$68K
PA
222
Parallel Advisors
California
$42K +$12.6K +120 +48%
FF
223
FourThought Financial
Florida
$40K
HNB
224
Huntington National Bank
Ohio
$39K +$25.2K +239 +217%
QCG
225
Quadrant Capital Group
Ohio
$26K +$1.16K +11 +5%