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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
376
Ullmann Wealth Partners Group
Florida
$18K +$18.5K +81 New
SBL
377
Sargent Bickham Lagudis
Colorado
$17K – – –
PWM
378
Perigon Wealth Management
California
$12K – – –
ASN
379
Advisory Services Network
Georgia
$12K +$11.4K +50 New
RWM
380
Raffa Wealth Management
District of Columbia
$11.7K – – –
NYLT
381
New York Life Trust
New York
$6K -$92.5K -405 -94%
ZB
382
Zions Bancorporation
Utah
$3K -$8.22K -36 -75%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$3K – – –
HT
384
Heritage Trust
Oklahoma
$3K +$2.74K +12 New
ST
385
Somerset Trust
Pennsylvania
$3K +$2.97K +13 New
CAW
386
Cornerstone Advisors (Washington)
Washington
$2K – – –
ACS
387
Archford Capital Strategies
Illinois
$1K – – –
VNA
388
Valley National Advisers
Pennsylvania
$1K – – –
Marshall Wace
389
Marshall Wace
United Kingdom
– -$14.8M -68,169 Closed
Manulife (Manufacturers Life Insurance)
390
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$12.1M -55,944 Closed
CEP
391
Chicago Equity Partners
Illinois
– -$10.1M -46,610 Closed
CC
392
Carlson Capital
Texas
– -$9.88M -45,648 Closed
PP
393
Paloma Partners
Connecticut
– -$6.7M -30,979 Closed
LCM
394
Laurion Capital Management
New York
– -$5.17M -23,900 Closed
Voloridge Investment Management
395
Voloridge Investment Management
Florida
– -$3.41M -15,762 Closed
GIA
396
Gargoyle Investment Advisor
New Jersey
– -$2.63M -12,166 Closed
QIM
397
Quantitative Investment Management
Virginia
– -$2.47M -11,400 Closed
SB
398
Suntrust Banks
Georgia
– -$1.77M -8,182 Closed
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
– -$1.53M -7,083 Closed
Walleye Trading
400
Walleye Trading
New York
– -$1.22M -5,630 Closed