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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
701
Forum Financial Management
Illinois
-$416K -1,227 Closed
WWC
702
Waypoint Wealth Counsel
Georgia
-$379K -1,116 Closed
PPW
703
Parcion Private Wealth
Washington
-$375K -1,104 Closed
TCA
704
Transcend Capital Advisors
New Jersey
-$366K -1,079 Closed
ALAM
705
Asahi Life Asset Management
Japan
-$346K -1,020 Closed
EPW
706
Evolve Private Wealth
California
-$344K -1,014 Closed
Marshall Wace
707
Marshall Wace
United Kingdom
-$335K -986 Closed
SIP
708
Stoneridge Investment Partners
Pennsylvania
-$332K -978 Closed
GAM
709
Groupama Asset Management
France
-$311K -916 Closed
VAS
710
Vestmark Advisory Solutions
Massachusetts
-$307K -904 Closed
SC
711
Syon Capital
California
-$281K -827 Closed
CIA
712
Caerus Investment Advisors
Texas
-$278K -818 Closed
KAS
713
Kestra Advisory Services
Texas
-$274K -806 Closed
SCP
714
Sivia Capital Partners
California
-$260K -766 Closed
Simplex Trading
715
Simplex Trading
Illinois
-$249K -757 Closed
KRW
716
Kaufman Rossin Wealth
Florida
-$254K -748 Closed
JTWM
717
Jackson Thornton Wealth Management
Alabama
-$248K -746 Closed
CPA
718
Capital Performance Advisors
California
-$248K -732 Closed
SFWC
719
Strategic Family Wealth Counselors
New Jersey
-$229K -717 Closed
NW
720
NewEdge Wealth
Pennsylvania
-$241K -711 Closed
OR
721
Olympiad Research
Connecticut
-$230K -678 Closed
PCM
722
Prelude Capital Management
New York
-$230K -678 Closed
BFIM
723
Beese Fulmer Investment Management
Ohio
-$219K -644 Closed
TYCC
724
Texas Yale Capital Corp
Florida
-$218K -643 Closed
QCM
725
QRG Capital Management
Illinois
-$218K -642 Closed