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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
376
Chesley Taft & Associates
Illinois
$316K
TWI
377
Thomas White International
Illinois
$313K
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
$309K -$6.61K -23 -2%
PHK
379
Point72 Hong Kong
Hong Kong
$308K -$34.8K -121 -11%
KIA
380
KCM Investment Advisors
California
$306K
Mackenzie Financial
381
Mackenzie Financial
Ontario, Canada
$301K -$7.18K -25 -2%
MWPCG
382
Measured Wealth Private Client Group
New Hampshire
$295K +$281K +978 New
Bessemer Group
383
Bessemer Group
New Jersey
$285K +$2.87K +10 +1%
P
384
Pitcairn
Pennsylvania
$275K -$1.15K -4 -0.4%
SIA
385
Schechter Investment Advisors
Michigan
$274K +$10.9K +38 +4%
CIBC World Market
386
CIBC World Market
Ontario, Canada
$273K -$41.9K -146 -14%
FFM
387
Forum Financial Management
Illinois
$273K
EIM
388
Essex Investment Management
Massachusetts
$268K -$575 -2 -0.2%
FHB
389
First Hawaiian Bank
Hawaii
$266K -$12.9K -45 -5%
KFC
390
Klingenstein Fields & Co
New York
$256K
CGPCS
391
Capital Group Private Client Services
California
$254K -$2.1M -7,315 -90%
IC
392
Intersect Capital
California
$252K +$240K +836 New
AT
393
American Trust
Kentucky
$248K -$163K -568 -41%
Vontobel Holding
394
Vontobel Holding
Switzerland
$247K -$3.73K -13 -2%
Nomura Holdings
395
Nomura Holdings
Japan
$246K +$231K +803 New
Cetera Investment Advisers
396
Cetera Investment Advisers
Illinois
$245K +$234K +813 New
CGL
397
Clarius Group LLC
Washington
$237K
PSUF
398
People's United Financial
Connecticut
$236K -$53.4K -186 -19%
EGA
399
E&G Advisors
Texas
$229K -$28.7K -100 -12%
FC
400
FORA Capital
Florida
$223K +$210K +732 New