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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
RP
351
Rowlandmiller & Partners
Georgia
$379K
TPCW
352
TD Private Client Wealth
New York
$377K +$5.41K +20 +1%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$371K +$17.6K +65 +5%
AWE
354
Avidian Wealth Enterprises
Texas
$368K -$21.1K -78 -5%
RJT
355
Raymond James Trust
Florida
$363K -$14.3K -53 -4%
AT
356
American Trust
Kentucky
$357K -$12.2K -45 -3%
HW
357
Hancock Whitney
Mississippi
$351K +$24.4K +90 +7%
PP
358
Prudential plc
United Kingdom
$343K -$245K -905 -41%
DADC
359
D.A. Davidson & Co
Montana
$343K +$23.8K +88 +7%
TPW
360
Transatlantique Private Wealth
New York
$343K +$65.5K +242 +23%
EI
361
Ethic Inc
New York
$342K +$27.9K +103 +9%
APWM
362
Atlas Private Wealth Management
New York
$341K
CCA
363
Checchi Capital Advisers
California
$341K +$9.74K +36 +3%
AG
364
Algert Global
California
$339K +$349K +1,290 New
TCM
365
Traynor Capital Management
Pennsylvania
$335K
VIA
366
Vident Investment Advisory
Georgia
$324K -$812 -3 -0.2%
EAM
367
Erste Asset Management
Austria
$321K
Baird Financial Group
368
Baird Financial Group
Wisconsin
$318K -$28.7K -106 -8%
RIM
369
Redpoint Investment Management
Australia
$315K -$122K -451 -27%
GG
370
Gofen & Glossberg
Illinois
$302K -$13.5K -50 -4%
CF
371
Centaurus Financial
California
$296K -$35.4K -131 -10%
SIA
372
Schechter Investment Advisors
Michigan
$292K -$23.5K -87 -7%
ACA
373
Atlas Capital Advisors
Wyoming
$291K -$65.2K -241 -18%
SI
374
Stephens Inc
Arkansas
$290K -$271 -1 -0.1%
HPC
375
HM Payson & Co
Maine
$289K