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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
TI
351
Tidal Investments
Wisconsin
$209K +$197K +892 New
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$193K +873 New
LIM
353
Longfellow Investment Management
Massachusetts
$183K +$172K +778 New
AA
354
Ancora Advisors
Ohio
$181K
TWI
355
Thomas White International
Illinois
$162K -$393K -1,780 -72%
HWA
356
Heritage Wealth Advisors
Virginia
$157K +$148K +669 New
ST
357
Smithfield Trust
Pennsylvania
$147K
AIP
358
Ameritas Investment Partners
Nebraska
$146K
Acadian Asset Management
359
Acadian Asset Management
Massachusetts
$137K +$42.8K +194 +50%
Bessemer Group
360
Bessemer Group
New Jersey
$135K
BCV
361
Banque Cantonale Vaudoise
Switzerland
$127K
FTDI
362
First Trust Direct Indexing
Massachusetts
$124K +$117K +528 New
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$99K +$10.8K +49 +13%
TAIM
364
TD Ameritrade Investment Management
Nebraska
$98K -$5.96K -27 -6%
VCG
365
Vantage Consulting Group
Virginia
$96K +$90.5K +410 New
VCM
366
Versant Capital Management
Arizona
$75K
ASN
367
Advisory Services Network
Georgia
$71K +$31.6K +143 +91%
PO
368
Private Ocean
California
$66K
IA
369
Inspire Advisors
Idaho
$65K +$61.4K +278 New
CIA
370
CSat Investment Advisory
Michigan
$64K -$143K -646 -70%
PWM
371
Perigon Wealth Management
California
$63K +$59.2K +268 New
ADL
372
Asset Dedication LLC
California
$59K
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$54K +$8.39K +38 +20%
AssetMark Inc
374
AssetMark Inc
California
$51K -$10.6K -48 -18%
AA
375
Addison Advisors
Vermont
$50K +$46.8K +212 New