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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
701
Greenwood Capital Associates
South Carolina
– -$452K -1,331 Closed
MIA
702
MeadowBrook Investment Advisors
Michigan
– -$419K -1,236 Closed
FFM
703
Forum Financial Management
Illinois
– -$416K -1,227 Closed
WWC
704
Waypoint Wealth Counsel
Georgia
– -$379K -1,116 Closed
PPW
705
Parcion Private Wealth
Washington
– -$375K -1,104 Closed
TCA
706
Transcend Capital Advisors
New Jersey
– -$366K -1,079 Closed
ALAM
707
Asahi Life Asset Management
Japan
– -$346K -1,020 Closed
EPW
708
Evolve Private Wealth
California
– -$344K -1,014 Closed
Marshall Wace
709
Marshall Wace
United Kingdom
– -$335K -986 Closed
SIP
710
Stoneridge Investment Partners
Pennsylvania
– -$332K -978 Closed
GAM
711
Groupama Asset Management
France
– -$311K -916 Closed
VAS
712
Vestmark Advisory Solutions
Massachusetts
– -$307K -904 Closed
SC
713
Syon Capital
California
– -$281K -827 Closed
CIA
714
Caerus Investment Advisors
Texas
– -$278K -818 Closed
KAS
715
Kestra Advisory Services
Texas
– -$274K -806 Closed
SCP
716
Sivia Capital Partners
California
– -$260K -766 Closed
Simplex Trading
717
Simplex Trading
Illinois
– -$249K -757 Closed
KRW
718
Kaufman Rossin Wealth
Florida
– -$254K -748 Closed
JTWM
719
Jackson Thornton Wealth Management
Alabama
– -$248K -746 Closed
CPA
720
Capital Performance Advisors
California
– -$248K -732 Closed
SFWC
721
Strategic Family Wealth Counselors
New Jersey
– -$229K -717 Closed
NW
722
NewEdge Wealth
Pennsylvania
– -$241K -711 Closed
OR
723
Olympiad Research
Connecticut
– -$230K -678 Closed
PCM
724
Prelude Capital Management
New York
– -$230K -678 Closed
BFIM
725
Beese Fulmer Investment Management
Ohio
– -$219K -644 Closed