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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AP
326
Advisor Partners
California
$209K
GHA
327
GW Henssler & Associates
Georgia
$205K -$30.9K -170 -13%
CCWA
328
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$205K +$205K +1,127 New
JWA
329
JFS Wealth Advisors
Pennsylvania
$202K +$364 +2 +0.2%
FTIOP
330
Fiduciary Trust International of Pennsylvania
Pennsylvania
$200K -$18.2K -100 -8%
MLL
331
Moody Lynn & Lieberson
Massachusetts
$200K +$200K +1,100 New
PSUF
332
People's United Financial
Connecticut
$200K +$200K +1,100 New
PCM
333
Prelude Capital Management
New York
$193K +$41.9K +230 +28%
Twin Tree Management
334
Twin Tree Management
Texas
$184K -$943K -5,185 -84%
HCC
335
Hirtle Callaghan & Co
Pennsylvania
$177K +$177K +974 New
OAM
336
Orinda Asset Management
California
$155K +$155K +850 New
OMCS
337
Old Mutual Customised Solutions
South Africa
$146K
AGM
338
Alpine Global Management
New York
$130K +$130K +715 New
Nordea Investment Management
339
Nordea Investment Management
Sweden
$120K
ST
340
Smithfield Trust
Pennsylvania
$114K
MFS
341
MSI Financial Services
Massachusetts
$104K +$103K +567 +8,100%
WT
342
Whittier Trust
California
$97K
Fuller & Thaler Asset Management
343
Fuller & Thaler Asset Management
California
$91K -$54.6K -300 -38%
PCTC
344
Perkins Coie Trust Company
Washington
$91K
WA
345
Waverly Advisors
Alabama
$69K -$9.83K -54 -12%
MAM
346
Mizuho Asset Management
Japan
$66K
DADC
347
D.A. Davidson & Co
Montana
$59K +$4.55K +25 +8%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$57K -$7.28K -40 -11%
SSG
349
Summit Securities Group
New York
$55K +$54.6K +300 New
DVM
350
Dreman Value Management
Florida
$43K