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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
376
Ameritas Investment Partners
Nebraska
$155K
Bessemer Group
377
Bessemer Group
New Jersey
$143K
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$138K -$101K -425 -43%
WB
379
Webster Bank
Connecticut
$124K +$119K +500 New
HWA
380
Heritage Wealth Advisors
Virginia
$123K -$41K -172 -26%
BCV
381
Banque Cantonale Vaudoise
Switzerland
$120K -$14K -59 -11%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$112K +$6.91K +29 +7%
IFAM
383
Institutional & Family Asset Management
Colorado
$105K +$100K +422 New
SIM
384
Sentry Investment Management
Wisconsin
$98K -$456K -1,913 -83%
TAIM
385
TD Ameritrade Investment Management
Nebraska
$98K
VCM
386
Versant Capital Management
Arizona
$80K
CIA
387
CSat Investment Advisory
Michigan
$80K +$11.4K +48 +18%
PO
388
Private Ocean
California
$70K
ADL
389
Asset Dedication LLC
California
$62K
WTC
390
WhitTier Trust Company
Nevada
$58K +$17.4K +73 +45%
EVM
391
Eaton Vance Management
Massachusetts
$58K +$55.5K +233 New
IA
392
IFP Advisors
Florida
$56K +$54.5K +229 +1,762%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$54K -$3.1K -13 -6%
FFC
394
First Financial Corp
Indiana
$50K
IWP
395
IAG Wealth Partners
Wisconsin
$50K +$47.6K +200 New
QCG
396
Quadrant Capital Group
Ohio
$48K -$1.43K -6 -3%
APA
397
American Portfolios Advisors
New York
$42.2K +$1.43K +6 +4%
HNB
398
Huntington National Bank
Ohio
$40K
HWMA
399
Heritage Wealth Management (Arizona)
Arizona
$37K +$35.7K +150 New
GWSG
400
GPS Wealth Strategies Group
Colorado
$37K +$36.2K +152 New