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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
WSC
376
Wellington Shields & Co
New York
$289K
NAG
377
Northstar Advisory Group
New Jersey
$287K
BCV
378
Banque Cantonale Vaudoise
Switzerland
$284K
MAM
379
Meeder Asset Management
Ohio
$280K -$9.2K -34 -3%
MC
380
Moors & Cabot
Massachusetts
$276K +$284K +1,050 New
ISWM
381
Independent Solutions Wealth Management
New York
$274K +$77.6K +287 +38%
TWI
382
Thomas White International
Illinois
$273K
CTA
383
Chesley Taft & Associates
Illinois
$269K
KIA
384
KCM Investment Advisors
California
$267K
ZCA
385
Zeke Capital Advisors
Pennsylvania
$266K -$36.3K -134 -12%
MCM
386
MAI Capital Management
Ohio
$258K +$266K +984 New
MYIA
387
Mount Yale Investment Advisors
Colorado
$254K +$1.62K +6 +0.6%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K
CTC
389
Central Trust Company
Missouri
$250K +$73.3K +271 +40%
GCP
390
GSA Capital Partners
United Kingdom
$250K +$258K +952 New
SP
391
Symmetry Partners
Connecticut
$247K +$55.2K +204 +28%
IC
392
IEQ Capital
California
$244K +$252K +931 New
FFM
393
Forum Financial Management
Illinois
$243K -$36.8K -136 -13%
P
394
Pitcairn
Pennsylvania
$240K +$5.68K +21 +2%
CGL
395
Clarius Group LLC
Washington
$238K +$5.95K +22 +2%
GHA
396
GW Henssler & Associates
Georgia
$237K -$1.89K -7 -0.8%
VI
397
Versor Investments
New York
$236K
FHB
398
First Hawaiian Bank
Hawaii
$236K +$271 +1 +0.1%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$230K -$7.3K -27 -3%
ASN
400
Advisory Services Network
Georgia
$229K +$236K +872 New