Stock Transactions — EVERFORTH INC

Total Bought
7,888,800
134 transactions
Total Sold
5,854,608
129 transactions
Net
+2,034,192
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
AQR CAPITAL MANAGEMENT LLC922,5942,530,650+1,608,0560.020.04+0.02buy
BlackRock, Inc.5,627,9476,669,147+1,041,2000.000.00-0.00buy
Point72 Asset Management, L.P.0504,645+504,6450.000.03+0.03buy
REINHART PARTNERS, LLC.1,206,9401,650,955+444,0151.741.84+0.10buy
Boston Partners57,339390,028+332,6890.000.02+0.01buy
Pathstone Holdings, LLC929,9031,202,233+272,3300.170.19+0.01buy
GOLDMAN SACHS GROUP INC635,448891,968+256,5200.000.00+0.00buy
FIL Ltd250,000466,000+216,0000.010.01+0.00buy
MORGAN STANLEY514,827696,426+181,5990.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS12,190179,811+167,6210.000.00+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP726,104887,692+161,5880.030.03+0.00buy
Invesco Ltd.1,637,7891,793,718+155,9290.010.01-0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD0152,800+152,8000.000.02+0.02buy
Allianz Asset Management GmbH370,182513,980+143,7980.020.02+0.00buy
JPMORGAN CHASE & CO149,411292,179+142,7680.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC160,575286,357+125,7820.000.01+0.00buy
DIMENSIONAL FUND ADVISORS LP1,774,4231,895,123+120,7000.020.02-0.00buy
Incline Global Management LLC325,722439,688+113,9665.366.68+1.32buy
SEI INVESTMENTS CO166,306266,309+100,0030.010.01+0.00buy
STATE STREET CORP1,652,9491,742,709+89,7600.000.00-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC492,910579,647+86,7370.000.00-0.00buy
AMERIPRISE FINANCIAL INC461,428544,538+83,1100.010.00-0.00buy
Man Group plc16,50094,884+78,3840.000.01+0.01buy
Pacer Advisors, Inc.236,145310,487+74,3420.020.00-0.02buy
FMR LLC627,494691,826+64,3320.000.00-0.00buy
SYSTEMATIC FINANCIAL MANAGEMENT LP484,427544,583+60,1560.550.48-0.07buy
Russell Investments Group, Ltd.62,934120,871+57,9370.000.01+0.00buy
Coppell Advisory Solutions LLC055,729+55,7290.001.25+1.25buy
GEODE CAPITAL MANAGEMENT, LLC1,322,6321,371,264+48,6320.000.00-0.00buy
PRUDENTIAL FINANCIAL INC288,351335,793+47,4420.020.02-0.00buy
Quantinno Capital Management LP25,88368,561+42,6780.000.00+0.00buy
BANK OF AMERICA CORP /DE/321,479364,063+42,5840.000.00-0.00buy
UBS Group AG89,149129,494+40,3450.000.00+0.00buy
Jackson Creek Investment Advisors LLC037,313+37,3130.000.43+0.43buy
BESSEMER GROUP INC91,954128,477+36,5230.010.01+0.00buy
CONGRESS ASSET MANAGEMENT CO88,901125,326+36,4250.030.03+0.00buy
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC034,600+34,6000.000.00+0.00buy
Legal & General Group Plc67,29099,003+31,7130.000.00+0.00buy
SG Americas Securities, LLC40,48368,386+27,9030.000.00+0.00buy
Mariner, LLC5,43732,936+27,4990.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO48,99074,610+25,6200.010.01+0.00buy
Cerity Partners LLC6,82830,594+23,7660.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.43,59665,809+22,2130.160.21+0.04buy
Robeco Institutional Asset Management B.V.020,868+20,8680.000.00+0.00buy
MACKENZIE FINANCIAL CORP29,46248,639+19,1770.000.00+0.00buy
PICTON MAHONEY ASSET MANAGEMENT018,754+18,7540.000.01+0.01buy
Horizon Investments, LLC017,962+17,9620.000.01+0.01buy
State of Alaska, Department of Revenue6,33723,174+16,8370.000.01+0.01buy
VICTORY CAPITAL MANAGEMENT INC138,255154,776+16,5210.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,36025,551+15,1910.000.00+0.00buy
FRANKLIN RESOURCES INC014,994+14,9940.000.00+0.00buy
Woodline Partners LP013,957+13,9570.000.00+0.00buy
MIRABELLA FINANCIAL SERVICES LLP013,817+13,8170.000.05+0.05buy
Orion Porfolio Solutions, LLC12,29525,717+13,4220.000.01+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,636111,416+12,7800.000.00-0.00buy
HIGHLAND CAPITAL MANAGEMENT, LLC012,269+12,2690.000.03+0.03buy
THRIVENT FINANCIAL FOR LUTHERANS42,68153,880+11,1990.000.00+0.00buy
CANADA LIFE ASSURANCE Co24,79735,942+11,1450.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM41,18651,931+10,7450.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC17,21527,271+10,0560.000.00+0.00buy
CWM, LLC10,27220,235+9,9630.000.00+0.00buy
Laurus Global Equity Management Inc.33,31042,889+9,5791.311.63+0.32buy
Focus Partners Wealth09,348+9,3480.000.00+0.00buy
FIFTH THIRD BANCORP3239,550+9,2270.000.00+0.00buy
Brevan Howard Capital Management LP09,151+9,1510.000.00+0.00buy
LAZARD ASSET MANAGEMENT LLC31,04740,190+9,1430.000.00+0.00buy
FIRST TRUST ADVISORS LP89,45398,279+8,8260.000.00-0.00buy
State of Wyoming08,733+8,7330.000.04+0.04buy
MERCER GLOBAL ADVISORS INC /ADV5,84914,267+8,4180.000.00+0.00buy
Optimize Financial Inc08,190+8,1900.000.16+0.16buy
AMERICAN CENTURY COMPANIES INC52,25060,155+7,9050.000.00-0.00buy
Counterpoint Mutual Funds LLC07,648+7,6480.000.04+0.04buy
PRICE T ROWE ASSOCIATES INC /MD/44,60351,864+7,2610.000.00+0.00buy
Louisiana State Employees Retirement System11,80018,900+7,1000.010.01+0.00buy
Dynamic Technology Lab Private Ltd06,982+6,9820.000.04+0.04buy
MEEDER ASSET MANAGEMENT INC06,294+6,2940.000.01+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)10,65416,861+6,2070.000.00+0.00buy
Maryland State Retirement & Pension System06,158+6,1580.000.00+0.00buy
State of Tennessee, Department of Treasury12,12518,060+5,9350.000.00+0.00buy
Merit Financial Group, LLC05,545+5,5450.000.00+0.00buy
Janney Montgomery Scott LLC30,30035,559+5,2590.000.00+0.00buy
Perpetual Ltd05,203+5,2030.000.00+0.00buy
WESTPAC BANKING CORP04,894+4,8940.000.01+0.01buy
United Community Bank04,100+4,1000.000.05+0.05buy
DEUTSCHE BANK AG\236,699240,783+4,0840.000.00-0.00buy
Nuveen, LLC97,351100,954+3,6030.000.00-0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.9,27412,837+3,5630.010.01+0.00buy
IEQ CAPITAL, LLC41,05444,034+2,9800.010.01+0.00buy
&PARTNERS6,6949,649+2,9550.000.00+0.00buy
Vident Advisory, LLC15,73918,285+2,5460.010.01-0.00buy
CenterBook Partners LP23,10125,542+2,4410.050.05-0.00buy
ROTHSCHILD INVESTMENT LLC1,0142,571+1,5570.000.01+0.00buy
Pinnacle Wealth Planning Services, Inc.3341,783+1,4490.000.01+0.01buy
STATE OF WISCONSIN INVESTMENT BOARD14,66816,102+1,4340.000.00-0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS20,00521,355+1,3500.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.6,1657,419+1,2540.000.00+0.00buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND8,5759,800+1,2250.010.01-0.00buy
GAMMA Investing LLC5421,732+1,1900.000.00+0.00buy
Parkside Financial Bank & Trust841,252+1,1680.000.00+0.00buy
Pictet Asset Management Holding SA6,2567,328+1,0720.000.00+0.00buy
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