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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
451
Bell Investment Advisors
California
$2K +$1.54K +6 New
CWP
452
Concord Wealth Partners
Virginia
$2K +$1.54K +6 New
NFG
453
Next Financial Group
Texas
$2K +$2.31K +9 New
SSC
454
Syverson Strege & Co
Iowa
$2K +$2.31K +9 New
CWC
455
Carolinas Wealth Consulting
North Carolina
$1K – – –
IRC
456
Investors Research Corp
Georgia
$1K – – –
PWMG
457
Prestige Wealth Management Group
New Jersey
$1K – – –
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$1K +$513 +2 New
HDIM
459
Hanson & Doremus Investment Management
Vermont
$1K +$769 +3 New
OSNBOA
460
Old Second National Bank of Aurora
Illinois
$1K +$1.28K +5 New
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$752 +$769 +3 New
SAM
462
Southeastern Asset Management
Tennessee
– -$126M -498,778 Closed
Lord, Abbett & Co
463
Lord, Abbett & Co
New Jersey
– -$59M -233,965 Closed
E
464
Ergoteles
New York
– -$8.46M -33,584 Closed
Arrowstreet Capital
465
Arrowstreet Capital
Massachusetts
– -$8.34M -33,100 Closed
MWNA
466
Marshall Wace North America
New York
– -$5.94M -23,585 Closed
GC
467
Gillson Capital
Illinois
– -$5.5M -21,803 Closed
GGHC
468
Gilder Gagnon Howe & Co
New York
– -$4.13M -16,393 Closed
WMSA
469
Weiss Multi-Strategy Advisers
New York
– -$2.74M -10,878 Closed
Connor, Clark & Lunn Investment Management (CC&L)
470
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.68M -10,621 Closed
Marshall Wace
471
Marshall Wace
United Kingdom
– -$2.32M -9,215 Closed
CBT
472
Capital Bank & Trust
California
– -$2.17M -8,630 Closed
GLA
473
Great Lakes Advisors
Illinois
– -$2.08M -8,240 Closed
TI
474
Trexquant Investment
Connecticut
– -$1.6M -6,367 Closed
Walleye Capital
475
Walleye Capital
New York
– -$1.44M -5,699 Closed