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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
PNC
326
Point Nemo Capital
Texas
$890K +$222K +675 +33%
STA
327
Summit Trail Advisors
New York
$889K +$280K +850 +46%
JSSH
328
J. Safra Sarasin Holding
$879K -$18.4K -56 -2%
SFA
329
Sequoia Financial Advisors
Ohio
$873K +$186K +565 +27%
HWM
330
HB Wealth Management
Georgia
$866K +$82.6K +251 +10%
OAM
331
Oxford Asset Management
United Kingdom
$857K +$863K +2,622 New
NB
332
Norinchukin Bank
Japan
$841K -$20.1K -61 -2%
PFPG
333
Pinnacle Financial Partners (Georgia)
Georgia
$840K -$8.56K -26 -1%
CB
334
Commerce Bank
Missouri
$836K -$1.32K -4 -0.2%
SC
335
Shay Capital
New York
$817K +$823K +2,500 New
MSU
336
Mizuho Securities USA
New York
$804K -$196K -597 -20%
LA
337
Lifeworks Advisors
Michigan
$803K +$27K +82 +3%
Neuberger Berman Group
338
Neuberger Berman Group
New York
$793K +$35.5K +108 +5%
GAM
339
Generali Asset Management
Italy
$788K +$794K +2,411 New
LIA
340
LS Investment Advisors
Michigan
$786K -$103K -312 -11%
C
341
Croban
Ohio
$786K +$52.7K +160 +7%
RBI
342
Raiffeisen Bank International
Austria
$781K +$762K +2,314 +2,314%
Tudor Investment Corp
343
Tudor Investment Corp
Connecticut
$767K -$1.3M -3,941 -63%
DWP
344
Daymark Wealth Partners
Ohio
$764K -$2.96K -9 -0.4%
NAM
345
NorthCrest Asset Manangement
Minnesota
$749K -$626K -1,902 -45%
SA
346
Sacks & Associates
New Jersey
$741K
AWE
347
Avidian Wealth Enterprises
Texas
$727K -$1.65K -5 -0.2%
DILIC
348
Dai-ichi Life Insurance Company
Japan
$708K
AAS
349
Ameritas Advisory Services
Nebraska
$708K +$16.1K +49 +2%
MFG
350
Merit Financial Group
Georgia
$691K -$642K -1,950 -48%