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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$963K -$4.12K -11 -0.5%
AWE
352
Avidian Wealth Enterprises
Texas
$942K +$2.25K +6 +0.3%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$935K -$7.12K -19 -0.8%
GAM
354
Gotham Asset Management
New York
$915K -$412K -1,098 -32%
TWD
355
True Wealth Design
Ohio
$913K +$861K +2,296 New
CIA
356
Citadel Investment Advisory
Ohio
$895K -$36.7K -98 -4%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$875K
EF
358
Empowered Funds
Pennsylvania
$874K -$33.7K -90 -4%
SEC
359
Seven Eight Capital
New York
$869K +$820K +2,186 New
PI
360
PEAK6 Investments
Illinois
$867K -$33K -88 -4%
CAN
361
Cetera Advisor Networks
California
$866K +$80.2K +214 +11%
VF
362
Vest Financial
Virginia
$853K +$805K +2,146 New
LAM
363
LECAP Asset Management
United Kingdom
$846K -$2.25K -6 -0.3%
Vanguard Personalized Indexing Management
364
Vanguard Personalized Indexing Management
California
$841K -$471K -1,256 -37%
BCI
365
Brinker Capital Investments
Pennsylvania
$841K -$52.5K -140 -6%
OPS
366
Orion Portfolio Solutions
Nebraska
$841K -$52.5K -140 -6%
APWM
367
Atlas Private Wealth Management
New York
$834K
SF
368
Synovus Financial
Georgia
$828K -$142K -380 -15%
RJFSA
369
Raymond James Financial Services Advisors
Florida
$826K -$388K -1,036 -33%
TPW
370
Transatlantique Private Wealth
New York
$819K -$43.5K -116 -5%
CT
371
ClearAlpha Technologies
Connecticut
$816K +$74.2K +198 +11%
DWP
372
Daymark Wealth Partners
Ohio
$815K
SGAM
373
Smith Group Asset Management
Texas
$801K -$130K -346 -15%
DWM
374
Dakota Wealth Management
Florida
$789K +$744K +1,985 New
Neuberger Berman Group
375
Neuberger Berman Group
New York
$782K -$1.42M -3,791 -66%