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Everest Group
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IMS
376
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$377K | -2,328 | Closed |
|
377
Parallax Volatility Advisers
San Francisco,
California
| – | -$132K | -781 | Closed |
|
|
PTC
378
Private Trust Company
Cleveland,
Ohio
| – | -$43K | -265 | Closed |
|
|
CFA
379
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$21K | -126 | Closed |
|
|
BPBT
380
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$12K | -75 | Closed |
|
381
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -14 | Closed |
|
|
W
382
Wealthfront
Palo Alto,
California
| – | +$169 | +1 | New |
|
|
BRWA
383
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | +$338 | +2 | New |
|