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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
376
Virtus Investment Advisers
Connecticut
$143K +$19.8K +88 +16%
AssetMark Inc
377
AssetMark Inc
California
$140K -$267K -1,186 -65%
ST
378
Smithfield Trust
Pennsylvania
$139K +$4.96K +22 +4%
C
379
Cerebellum
California
$133K +$135K +600 New
RIM
380
Rampart Investment Management
Connecticut
$124K +$12K +53 +10%
WT
381
Whittier Trust
California
$118K
PCTC
382
Perkins Coie Trust Company
Washington
$111K
FWM
383
Focused Wealth Management
New York
$111K +$113K +500 New
TAM
384
Tiverton Asset Management
Delaware
$105K +$107K +473 New
IA
385
IFP Advisors
Florida
$103K -$2.03K -9 -2%
AG
386
Advisor Group
Arizona
$98K +$2.48K +11 +3%
VCM
387
Versant Capital Management
Arizona
$89K
OFW
388
Omnia Family Wealth
Florida
$74K -$30.7K -136 -29%
VFA
389
Valeo Financial Advisors
Indiana
$66K -$67.6K -300 -50%
OMCS
390
Old Mutual Customised Solutions
South Africa
$66K
EMG
391
ETF Managers Group
New Jersey
$57K +$8.12K +36 +16%
HIM
392
Hillsdale Investment Management
Ontario, Canada
$53K
II
393
Inspire Investing
Idaho
$51K +$52.3K +232 New
BFEC
394
Benjamin F. Edwards & Company
Missouri
$50K +$28.2K +125 +125%
PMFA
395
Plante Moran Financial Advisors
Michigan
$40K
SPI
396
Santori & Peters Inc
Pennsylvania
$38K +$36.5K +162 New
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$32K -$351K -1,557 -92%
GLI
398
Guardian Life Insurance
New York
$29K +$9.24K +41 +45%
GAM
399
Gemmer Asset Management
California
$27K
LFA
400
Legacy Financial Advisors
Kentucky
$26K +$26.8K +119 New