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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CF
351
Cantor Fitzgerald
New York
$900K -$104K -287 -11%
SF
352
Synovus Financial
Georgia
$898K -$155K -426 -15%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$883K +$18.9K +52 +2%
AAM
354
Advisors Asset Management
Colorado
$879K -$263K -725 -23%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$879K +$859K +2,366 New
CIA
356
Citadel Investment Advisory
Ohio
$873K
BL
357
Balentine LLC
Georgia
$867K -$4.72K -13 -0.6%
N
358
Natixis
France
$847K -$128K -354 -13%
Cerity Partners
359
Cerity Partners
New York
$837K -$7.48M -20,604 -90%
NMERB
360
New Mexico Educational Retirement Board
New Mexico
$818K +$109K +300 +16%
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$803K +$14.2K +39 +2%
Axa
362
Axa
France
$795K -$7.42M -20,457 -91%
Vontobel Holding
363
Vontobel Holding
Switzerland
$785K
GAM
364
Gotham Asset Management
New York
$772K +$754K +2,077 New
TRCT
365
Tower Research Capital (TRC)
New York
$769K +$227K +625 +43%
DWP
366
Daymark Wealth Partners
Ohio
$762K +$744K +2,050 New
UFF
367
USA Financial Formulas
Michigan
$759K -$127K -349 -15%
FRM
368
Fox Run Management
Connecticut
$758K +$740K +2,039 New
I
369
InceptionR
California
$749K +$103K +283 +16%
VF
370
Virtu Financial
New York
$738K -$225K -620 -24%
CIM
371
Contravisory Investment Management
Massachusetts
$724K +$1.09K +3 +0.2%
BOS
372
Bank of Stockton
California
$707K -$41.7K -115 -6%
SP
373
Symmetry Partners
Connecticut
$695K
GC
374
Guggenheim Capital
Illinois
$691K -$1.39M -3,820 -67%
JMPWA
375
JP Morgan Private Wealth Advisors
California
$686K +$670K +1,845 New