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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
351
Level Four Advisory Services
Texas
$805K +$799K +2,113 New
SF
352
Synovus Financial
Georgia
$803K +$9.07K +24 +1%
WC
353
Wexford Capital
Florida
$800K +$227K +600 +40%
TPW
354
Transatlantique Private Wealth
New York
$799K +$18.9K +50 +2%
OCBCO
355
Oversea-Chinese Banking Corp (OCBC)
Singapore
$795K +$95.3K +252 +14%
HWM
356
HB Wealth Management
Georgia
$785K +$778K +2,059 New
DWP
357
Daymark Wealth Partners
Ohio
$781K
Neuberger Berman Group
358
Neuberger Berman Group
New York
$766K +$16.6K +44 +2%
DWM
359
Dakota Wealth Management
Florida
$766K +$9.45K +25 +1%
TCM
360
Traynor Capital Management
Pennsylvania
$761K +$68K +180 +10%
GCA
361
Greenwood Capital Associates
South Carolina
$755K +$15.1K +40 +2%
LAM
362
Lingohr Asset Management
Germany
$748K
ECA
363
Elevated Capital Advisors
Utah
$743K +$91.9K +243 +14%
Vontobel Holding
364
Vontobel Holding
Switzerland
$732K
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$726K +$9.45K +25 +1%
Mirae Asset Global Investments
366
Mirae Asset Global Investments
South Korea
$726K +$721K +1,907 New
CIP
367
Capital Insight Partners
Arizona
$707K +$17K +45 +2%
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$701K +$1.51K +4 +0.2%
TA
369
TFB Advisors
Kansas
$682K +$3.02K +8 +0.4%
PWM
370
Perigon Wealth Management
California
$676K +$62.4K +165 +10%
SLAM
371
Swiss Life Asset Management
$674K +$344K +909 +106%
LFA
372
Legend Financial Advisors
Pennsylvania
$673K +$10.2K +27 +2%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$666K
CIP
374
Chartwell Investment Partners
Pennsylvania
$659K -$760K -2,011 -54%
AAM
375
Advisors Asset Management
Colorado
$642K +$38.9K +103 +7%