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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$2K -$3.27K -15 -65%
CAW
402
Cornerstone Advisors (Washington)
Washington
$2K
FRA
403
Front Row Advisors
California
$2K
KPW
404
Kore Private Wealth
New York
$2K +$1.52K +7 New
CI
405
CX Institutional
Indiana
$2K +$1.74K +8 New
TWA
406
TCI Wealth Advisors
Arizona
$1K -$435 -2 -29%
CFA
407
Carroll Financial Associates
North Carolina
$1K
LC
408
Lindbrook Capital
California
$1K
MSA
409
Marino Stram & Associates
Massachusetts
$1K
TNBTD
410
Trustmark National Bank Trust Department
Mississippi
$1K
BWM
411
Baystate Wealth Management
Massachusetts
$1K +$435 +2 New
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$1K +$435 +2 +67%
IRC
413
Investors Research Corp
Georgia
$1K +$653 +3 New
RIA
414
Realta Investment Advisors
Delaware
$1K +$871 +4 New
DWM
415
Destination Wealth Management
California
$1K +$1.09K +5 New
GWS
416
Glassman Wealth Services
Virginia
$1K +$1.09K +5 New
AF
417
Advisornet Financial
Minnesota
$1K +$1.31K +6 New
PFGIA
418
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.31K +6 New
Lord, Abbett & Co
419
Lord, Abbett & Co
New Jersey
-$56.9M -261,251 Closed
SI
420
Scout Investments
Missouri
-$28.4M -130,584 Closed
CTA
421
Carillon Tower Advisers
Florida
-$19.7M -90,300 Closed
CVA
422
Ceredex Value Advisors
Florida
-$17.2M -79,000 Closed
VCM
423
Voleon Capital Management
California
-$3.7M -17,000 Closed
MWNA
424
Marshall Wace North America
New York
-$2.76M -12,693 Closed
Two Sigma Investments
425
Two Sigma Investments
New York
-$2.38M -10,951 Closed