Stock TransactionsEVERFORTH INC

Total Bought
5,625,906
71 transactions
Total Sold
5,503,465
70 transactions
Net
+122,441
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
D. E. Shaw & Co., Inc.577,8501,923,057+1,345,2070.020.02+0.00buy
NEW SOUTH CAPITAL MANAGEMENT INC0792,624+792,6240.000.62+0.62buy
Edgestream Partners, L.P.0308,870+308,8700.000.16+0.16buy
Intrinsic Edge Capital Management LLC0250,000+250,0000.000.55+0.55buy
Creative Planning45,601269,324+223,7230.000.00+0.00buy
PRUDENTIAL FINANCIAL INC335,793502,827+167,0340.020.01-0.01buy
SYSTEMATIC FINANCIAL MANAGEMENT LP544,583711,516+166,9330.480.25-0.23buy
MILLENNIUM MANAGEMENT LLC0159,149+159,1490.000.00+0.00buy
CITADEL ADVISORS LLC0153,476+153,4760.000.00+0.00buy
Allianz Asset Management GmbH513,980660,144+146,1640.020.01-0.01buy
BOOTHBAY FUND MANAGEMENT, LLC0134,138+134,1380.000.04+0.04buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC686,129817,919+131,7900.080.04-0.04buy
RHUMBLINE ADVISERS0123,183+123,1830.000.00+0.00buy
Mariner, LLC32,936146,526+113,5900.000.00+0.00buy
CAPITAL FUND MANAGEMENT S.A.0107,988+107,9880.000.01+0.01buy
Orion Porfolio Solutions, LLC25,717127,104+101,3870.010.02+0.01buy
UBS Group AG129,494217,633+88,1390.000.00-0.00buy
EXCHANGE TRADED CONCEPTS, LLC087,577+87,5770.000.01+0.01buy
Prosight Management, LP067,500+67,5000.000.21+0.21buy
Savant Capital, LLC066,693+66,6930.000.00+0.00buy
AE Wealth Management LLC066,161+66,1610.000.01+0.01buy
VIRGINIA RETIREMENT SYSTEMS ET Al066,000+66,0000.000.01+0.01buy
FIRST TRUST ADVISORS LP98,279161,412+63,1330.000.00-0.00buy
Pacer Advisors, Inc.310,487369,436+58,9490.000.02+0.02buy
VICTORY CAPITAL MANAGEMENT INC154,776213,437+58,6610.000.00-0.00buy
Brevan Howard Capital Management LP9,15163,991+54,8400.000.02+0.01buy
Larson Financial Group LLC050,435+50,4350.000.02+0.02buy
Wealthspire Advisors, LLC050,000+50,0000.000.00+0.00buy
GSA CAPITAL PARTNERS LLP039,084+39,0840.000.04+0.04buy
WOLVERINE ASSET MANAGEMENT LLC026,824+26,8240.000.01+0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO74,610100,690+26,0800.010.01-0.00buy
Perigon Wealth Management, LLC025,287+25,2870.000.01+0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP28,82754,086+25,2590.000.00-0.00buy
Point72 Asset Management, L.P.504,645529,793+25,1480.030.01-0.02buy
Illinois Municipal Retirement Fund025,128+25,1280.000.01+0.01buy
Quadrature Capital Ltd022,139+22,1390.000.00+0.00buy
Allen Capital Group, LLC021,830+21,8300.000.03+0.03buy
Merit Financial Group, LLC5,54526,893+21,3480.000.00+0.00buy
FOX RUN MANAGEMENT, L.L.C.016,274+16,2740.000.05+0.05buy
COLDSTREAM CAPITAL MANAGEMENT INC015,150+15,1500.000.00+0.00buy
Diametric Capital, LP014,358+14,3580.000.03+0.03buy
Semanteon Capital Management, LP013,103+13,1030.001.06+1.06buy
CHOREO, LLC8,35421,398+13,0440.000.00+0.00buy
ROYAL BANK OF CANADA1,56214,071+12,5090.000.00+0.00buy
Campbell & CO Investment Adviser LLC011,333+11,3330.000.01+0.01buy
Amundi011,269+11,2690.000.00+0.00buy
OSAIC HOLDINGS, INC.09,683+9,6830.000.00+0.00buy
Parallel Advisors, LLC4547,991+7,5370.000.00+0.00buy
Cerity Partners LLC30,59436,230+5,6360.000.00-0.00buy
Arax Advisory Partners2105,787+5,5770.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC25,55130,974+5,4230.000.00-0.00buy
ALLIANCEBERNSTEIN L.P.53,20758,054+4,8470.000.00-0.00buy
HANTZ FINANCIAL SERVICES, INC.1,2124,390+3,1780.000.00+0.00buy
Fulcrum Asset Management LLP03,054+3,0540.000.01+0.01buy
SIGNATUREFD, LLC2462,610+2,3640.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,371,2641,373,422+2,1580.000.00-0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.382,124+2,0860.000.00+0.00buy
Integrated Wealth Concepts LLC01,552+1,5520.000.00+0.00buy
Versant Capital Management, Inc1,3062,662+1,3560.000.00-0.00buy
SUMMIT SECURITIES GROUP LLC01,000+1,0000.000.00+0.00buy
Allworth Financial LP8131,490+6770.000.00-0.00buy
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/0444+4440.000.00+0.00buy
MassMutual Private Wealth & Trust, FSB1284+2830.000.00+0.00buy
SIMPLEX TRADING, LLC0113+1130.000.00+0.00buy
BNP Paribas Asset Management Holding S.A.833941+1080.000.00-0.00buy
Steward Partners Investment Advisory, LLC0100+1000.000.00+0.00buy
BESSEMER GROUP INC128,477128,563+860.010.00-0.00buy
Manchester Capital Management LLC078+780.000.00+0.00buy
JFS WEALTH ADVISORS, LLC1030+200.000.00+0.00buy
IFP Advisors, Inc469489+200.000.00-0.00buy
Plante Moran Financial Advisors, LLC015+150.000.00+0.00buy
Smithfield Trust Co18518500.000.00-0.00hold
NOMURA ASSET MANAGEMENT CO LTD1,4801,48000.000.00-0.00hold
Ameritas Investment Partners, Inc.3,3833,38300.000.00-0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO575700.000.00-0.00hold
LOS ANGELES CAPITAL MANAGEMENT LLC25025000.000.00-0.00hold
CANADA PENSION PLAN INVESTMENT BOARD11,90011,90000.000.00-0.00hold
Advisors Asset Management, Inc.17117100.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)16,86116,86100.000.00-0.00hold
Handelsbanken Fonder AB10,72310,72300.000.00-0.00hold
KBC Group NV1,5421,54200.000.00-0.00hold
Robeco Institutional Asset Management B.V.20,86820,86800.000.00-0.00hold
MetLife Investment Management, LLC22,74822,74800.000.00-0.00hold
KLP KAPITALFORVALTNING AS9,6009,60000.000.00-0.00hold
Strategic Wealth Partners, Ltd.28528500.000.00-0.00hold
MV CAPITAL MANAGEMENT, INC.40-40.000.00-0.00sell
Vermillion Wealth Management, Inc.40-40.000.00-0.00sell
TD PRIVATE CLIENT WEALTH LLC70-70.000.00-0.00sell
Global Retirement Partners, LLC121-110.000.00-0.00sell
MATHER GROUP, LLC.120-120.000.00-0.00sell
FARMERS & MERCHANTS INVESTMENTS INC4020-200.000.00-0.00sell
GHP Investment Advisors, Inc.550-550.000.00-0.00sell
Advisory Services Network, LLC1720-1720.000.00-0.00sell
Rockefeller Capital Management L.P.952522-4300.000.00-0.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND9,8009,300-5000.010.00-0.00sell
Sterling Capital Management LLC1,381820-5610.000.00-0.00sell
EverSource Wealth Advisors, LLC1,414814-6000.000.00-0.00sell
State of Tennessee, Department of Treasury18,06017,402-6580.000.00-0.00sell
QUADRANT CAPITAL GROUP LLC7950-7950.000.00-0.00sell
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,55618,739-8170.000.00-0.00sell
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