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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
226
Cerity Partners OCIO
New York
$925K +$22.3K +127 +2%
CFA
227
Camarda Financial Advisors
Florida
$923K +$932K +5,307 New
CAM
228
Capstone Asset Management
Texas
$893K +$137K +777 +18%
RC
229
RBF Capital
California
$870K
USGIU
230
U.S. Global Investors (USGI)
Texas
$870K +$878K +5,000 New
WCA
231
Westover Capital Advisors
Delaware
$868K +$35.1K +200 +4%
DTL
232
Dynamic Technology Lab
Singapore
$866K +$561K +3,195 +179%
GL
233
GLG LLC
New York
$858K -$14.1K -80 -2%
OAM
234
Oxford Asset Management
United Kingdom
$847K +$855K +4,865 New
LPT
235
Legacy Private Trust
Wisconsin
$838K -$6.15K -35 -0.7%
SI
236
Stephens Inc
Arkansas
$835K -$5.27K -30 -0.6%
LMAM
237
Legg Mason Asset Management
Japan
$783K -$105K -600 -12%
SCM
238
Shelton Capital Management
Colorado
$780K -$36.2K -206 -4%
CS
239
Candriam SCA
Luxembourg
$764K +$772K +4,392 New
WEC
240
Winslow Evans & Crocker
Massachusetts
$743K
Voloridge Investment Management
241
Voloridge Investment Management
Florida
$738K +$745K +4,240 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$720K +$97.7K +556 +16%
REMPR
243
Roof Eidam Maycock Peralta (REMP)
California
$716K +$723K +4,115 New
CPIM
244
Columbia Partners Investment Management
Virginia
$713K -$232K -1,321 -24%
CP
245
Cinque Partners
California
$705K -$1.19M -6,770 -63%
Marshall Wace
246
Marshall Wace
United Kingdom
$699K -$1.03M -5,880 -59%
WAM
247
World Asset Management
Michigan
$690K -$10.5K -60 -1%
Asset Management One
248
Asset Management One
Japan
$671K -$17.7K -101 -3%
GF
249
Gerstein Fisher
New York
$670K +$86.1K +490 +15%
VKH
250
Virtu KCG Holdings
New York
$665K +$163K +928 +32%