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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
426
Grove Bank & Trust
Florida
$12K +$11.6K +46 +575%
RWM
427
Raffa Wealth Management
District of Columbia
$11.4K
PWM
428
Perigon Wealth Management
California
$11K
ZB
429
Zions Bancorporation
Utah
$11K +$9.07K +36 +300%
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$10K +$8.32K +33 +367%
PCP
431
Proficio Capital Partners
Massachusetts
$9K -$41.8K -166 -81%
ASN
432
Advisory Services Network
Georgia
$8K
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.02K +8 +57%
MFW
434
Mosaic Family Wealth
Missouri
$4K
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.03K +16 New
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.78K +15 New
SIM
437
Sonora Investment Management
Arizona
$2.28K +$2.52K +10 New
CAW
438
Cornerstone Advisors (Washington)
Washington
$2K
VNA
439
Valley National Advisers
Pennsylvania
$1K
SAM
440
Southeastern Asset Management
Tennessee
-$166M -653,772 Closed
MPM
441
Meritage Portfolio Management
Kansas
-$7.44M -29,240 Closed
WI
442
WBI Investments
New Jersey
-$3.26M -12,801 Closed
NAM
443
NorthCoast Asset Management
Connecticut
-$3.2M -12,562 Closed
KWILP
444
Kiwi Wealth Investments Limited Partnership
New Zealand
-$2.38M -9,329 Closed
NEI
445
Northwest & Ethical Investments
Ontario, Canada
-$2.22M -8,733 Closed
EAM
446
Eagle Asset Management
Florida
-$2.14M -8,400 Closed
CMBA
447
C.M. Bidwell & Associates
Hawaii
-$2.06M -8,085 Closed
CIP
448
Convergence Investment Partners
Florida
-$1.94M -7,624 Closed
QC
449
Quadrature Capital
United Kingdom
-$1.92M -7,541 Closed
HW
450
Hancock Whitney
Mississippi
-$1.51M -5,939 Closed