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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
426
Mosaic Family Wealth
Missouri
$4K
OWA
427
One Wealth Advisors
California
$4K
OIA
428
Optimum Investment Advisors
Illinois
$4K +$3.76K +16 New
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$3K
SWM
430
SeaCrest Wealth Management
New York
$3K
HR
431
Howe & Rusling
New York
$3K +$470 +2 +18%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.82K +12 New
GWS
433
Glassman Wealth Services
Virginia
$3K +$2.82K +12 New
CAW
434
Cornerstone Advisors (Washington)
Washington
$2K
FRA
435
Front Row Advisors
California
$2K
ACS
436
Archford Capital Strategies
Illinois
$1K
FANJ
437
Financial Architects (New Jersey)
New Jersey
$1K +$939 +4 New
AF
438
Advisornet Financial
Minnesota
$1K +$1.17K +5 New
MSA
439
Marino Stram & Associates
Massachusetts
$1K +$1.41K +6 New
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$691 +$704 +3 New
WRF
441
Waddell & Reed Financial
Kansas
-$25.8M -100,300 Closed
Cohen & Steers
442
Cohen & Steers
New York
-$19.7M -76,719 Closed
MWNA
443
Marshall Wace North America
New York
-$16M -62,474 Closed
GC
444
Gillson Capital
Illinois
-$12.5M -48,492 Closed
MPAM
445
Monarch Partners Asset Management
Massachusetts
-$10.4M -40,445 Closed
SFM
446
Soros Fund Management
New York
-$9.18M -35,744 Closed
DnB Asset Management
447
DnB Asset Management
Norway
-$5.25M -20,457 Closed
BS
448
Banco Santander
Spain
-$4.42M -17,200 Closed
GLA
449
Great Lakes Advisors
Illinois
-$3.94M -15,326 Closed
ZIG
450
Zurich Insurance Group
Switzerland
-$3.86M -15,036 Closed