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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SA
676
Seneschal Advisors
Washington
$340 – – –
TFM
677
TFC Financial Management
Massachusetts
$340 – – –
PWA
678
Principia Wealth Advisory
Texas
$339 -$660 -2 -67%
M
679
MOTCO
Texas
$339 – – –
WA
680
WestEnd Advisors
North Carolina
$339 – – –
APW
681
Aventura Private Wealth
Florida
$339 +$330 +1 New
CA
682
CoreCap Advisors
Michigan
$339 +$330 +1 New
PB
683
Prosperity Bancshares
Texas
$339 +$330 +1 New
TC
684
Truvestments Capital
Florida
$339 +$330 +1 New
AIM
685
Anchor Investment Management
South Carolina
$130 – – –
YDMI
686
Y.D. More Investments
Israel
$32 -$1.32K -4 -12%
CIP
687
Champlain Investment Partners
Vermont
– -$135M -384,141 Closed
Zurich Cantonal Bank
688
Zurich Cantonal Bank
Switzerland
– -$20.4M -61,874 Closed
PP
689
Prospector Partners
Connecticut
– -$20.9M -59,814 Closed
Capital Fund Management (CFM)
690
Capital Fund Management (CFM)
France
– -$12.8M -36,415 Closed
VF
691
Vest Financial
Virginia
– -$11.5M -32,965 Closed
ClearBridge Investments
692
ClearBridge Investments
New York
– -$10.3M -29,395 Closed
SWGC
693
Summit Wealth Group (Colorado)
Colorado
– -$7.04M -15,074 Closed
WCM
694
Wedge Capital Management
North Carolina
– -$3.85M -10,994 Closed
MPM
695
Meritage Portfolio Management
Kansas
– -$3.79M -10,832 Closed
IP
696
Interval Partners
New York
– -$2.94M -8,387 Closed
BJL
697
Brighton Jones LLC
Washington
– -$2.32M -6,635 Closed
IFU
698
iSAM Funds (UK)
United Kingdom
– -$2.17M -6,204 Closed
NYLIM
699
New York Life Investment Management
New York
– -$2.14M -6,119 Closed
YIH
700
Y-Intercept (HK)
Hong Kong
– -$1.97M -5,633 Closed