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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
351
Center For Asset Management
Florida
$823K -$31.1K -88 -4%
RG
352
Renaissance Group
Kentucky
$820K +$52.3K +148 +7%
HWM
353
HB Wealth Management
Georgia
$819K -$2.47K -7 -0.3%
DWP
354
Daymark Wealth Partners
Ohio
$817K
GIBU
355
Gulf International Bank (UK)
United Kingdom
$815K -$403K -1,140 -34%
CIA
356
Citadel Investment Advisory
Ohio
$809K
AWE
357
Avidian Wealth Enterprises
Texas
$808K -$62.5K -177 -7%
NB
358
Norinchukin Bank
Japan
$804K +$101K +286 +15%
CIP
359
Capital Insight Partners
Arizona
$792K +$41.7K +118 +6%
SF
360
Synovus Financial
Georgia
$790K -$52.3K -148 -6%
C
361
Croban
Ohio
$788K +$766K +2,168 New
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$784K -$1.32M -3,723 -63%
ECA
363
Elevated Capital Advisors
Utah
$781K -$15.5K -44 -2%
QIM
364
Quantitative Investment Management
Virginia
$774K +$753K +2,132 New
MLM
365
Mount Lucas Management
Pennsylvania
$764K -$1.11M -3,134 -60%
DIA
366
Dana Investment Advisors
Wisconsin
$757K
PWM
367
Perigon Wealth Management
California
$746K +$58.3K +165 +9%
WWM
368
Waterway Wealth Management
Texas
$744K +$348K +985 +93%
Allspring Global Investments
369
Allspring Global Investments
North Carolina
$733K -$6.44M -18,211 -90%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$731K -$131K -371 -16%
ONB
371
Old National Bancorp
Indiana
$729K -$272K -769 -28%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$727K -$35.3K -100 -5%
TA
373
TFB Advisors
Kansas
$717K -$5.65K -16 -0.8%
NRD
374
Nebula Research & Development
New York
$712K -$287K -812 -29%
JFG
375
Jefferies Financial Group
New York
$712K -$3.96M -11,202 -85%