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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
726
Private Advisor Group
New Jersey
– -$333K -850 Closed
IPW
727
Impact Partnership Wealth
Georgia
– -$326K -833 Closed
MPM
728
MBB Public Markets
Illinois
– -$317K -810 Closed
QCM
729
Qsemble Capital Management
New York
– -$304K -777 Closed
QIM
730
Quantitative Investment Management
Virginia
– -$283K -723 Closed
DEA
731
DoubleLine ETF Adviser
Florida
– -$261K -665 Closed
CM
732
Crestline Management
Texas
– -$256K -654 Closed
EH
733
Equitable Holdings
New York
– -$226K -576 Closed
Envestnet Portfolio Solutions
734
Envestnet Portfolio Solutions
Illinois
– -$220K -561 Closed
BC
735
Burney Company
Virginia
– -$214K -545 Closed
LNWWM
736
Laird Norton Wetherby Wealth Management
California
– -$212K -542 Closed
DWM
737
Dynasty Wealth Management
Florida
– -$211K -539 Closed
CFSG
738
Clark Financial Services Group
Missouri
– -$210K -536 Closed
HT
739
Headlands Technologies
Illinois
– -$60.3K -154 Closed
ACM
740
Aster Capital Management
United Arab Emirates
– -$55.6K -142 Closed
Loomis, Sayles & Company
741
Loomis, Sayles & Company
Massachusetts
– -$50K -127 Closed
ANBT
742
American National Bank & Trust
Texas
– -$49.4K -126 Closed
OSNBOA
743
Old Second National Bank of Aurora
Illinois
– -$40.4K -103 Closed
NL
744
NVWM LLC
Pennsylvania
– -$25.9K -66 Closed
IAIM
745
International Assets Investment Management
Florida
– -$22.7K -58 Closed
RFS
746
Richardson Financial Services
Massachusetts
– -$21K -55 Closed
BWP
747
Baldwin Wealth Partners
Massachusetts
– -$19.6K -50 Closed
CCC
748
Chelsea Counsel Company
California
– -$13.7K -35 Closed
CPA
749
Capital Performance Advisors
California
– -$11.4K -29 Closed
ATS
750
Ashton Thomas Securities
New York
– -$7.45K -19 Closed