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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
326
NorthCrest Asset Manangement
Minnesota
$954K
Osaic Holdings
327
Osaic Holdings
Arizona
$949K -$1.13M -3,118 -53%
Stifel Financial
328
Stifel Financial
Missouri
$937K +$201K +556 +25%
OAM
329
Oppenheimer Asset Management
New York
$928K -$68.6K -190 -7%
CF
330
Cantor Fitzgerald
New York
$926K -$17.7K -49 -2%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$923K +$72.2K +200 +8%
E
332
Ergoteles
New York
$908K +$960K +2,657 New
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$907K +$67.5K +187 +8%
DIA
334
Dana Investment Advisors
Wisconsin
$901K
N
335
Natixis
France
$900K -$1.19M -3,294 -56%
PFG
336
PAX Financial Group
Texas
$899K +$40.4K +112 +4%
PGFC
337
Peapack-Gladstone Financial Corp
New Jersey
$895K -$381K -1,056 -29%
VF
338
Virtu Financial
New York
$891K -$163K -450 -15%
BCI
339
Brinker Capital Investments
Pennsylvania
$871K -$88.8K -246 -9%
OPS
340
Orion Portfolio Solutions
Nebraska
$871K -$88.8K -246 -9%
UCI
341
Uncommon Cents Investing
Wisconsin
$865K +$10.8K +30 +1%
AWE
342
Avidian Wealth Enterprises
Texas
$842K +$391K +1,083 +78%
HI
343
Horizon Investments
North Carolina
$836K -$46.6K -129 -5%
DILIC
344
Dai-ichi Life Insurance Company
Japan
$835K
CC
345
Centiva Capital
New York
$825K -$1.1M -3,034 -56%
Baird Financial Group
346
Baird Financial Group
Wisconsin
$825K +$1.08K +3 +0.1%
AT
347
American Trust
Kentucky
$820K -$104K -288 -11%
SLAM
348
Swiss Life Asset Management
$818K +$398K +1,101 +85%
UFF
349
USA Financial Formulas
Michigan
$817K -$19.1K -53 -2%
CIA
350
Citadel Investment Advisory
Ohio
$803K -$36.1K -100 -4%