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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Dakota Wealth Management
Florida
$708K +$1.06K +3 +0.2%
IG
377
ING Group
Netherlands
$701K -$4.95K -14 -0.7%
LG
378
Leuthold Group
Minnesota
$684K -$5.51M -15,582 -89%
SWM
379
Sculati Wealth Management
Michigan
$681K +$259K +732 +64%
LFA
380
Legend Financial Advisors
Pennsylvania
$679K +$3.18K +9 +0.5%
Wealthfront Advisers
381
Wealthfront Advisers
California
$677K -$634K -1,795 -49%
CGH
382
Crossmark Global Holdings
Texas
$674K -$1.02M -2,889 -61%
ECM
383
ExodusPoint Capital Management
New York
$670K -$3.12M -8,833 -83%
BC
384
Bridgefront Capital
Texas
$670K +$652K +1,844 New
HBCM
385
Heron Bay Capital Management
Michigan
$667K +$180K +510 +38%
GCA
386
Greenwood Capital Associates
South Carolina
$667K +$7.77K +22 +1%
NA
387
NewEdge Advisors
Louisiana
$665K -$35K -99 -5%
GAM
388
Gotham Asset Management
New York
$664K -$279K -789 -30%
WIA
389
World Investment Advisors
California
$664K +$270K +765 +72%
MF
390
Magnetar Financial
Illinois
$657K +$639K +1,808 New
TI
391
Tidal Investments
Wisconsin
$656K -$554K -1,568 -46%
YIH
392
Y-Intercept (HK)
Hong Kong
$654K -$509K -1,441 -44%
Vontobel Holding
393
Vontobel Holding
Switzerland
$647K +$12.7K +36 +2%
BC
394
Bayforest Capital
United Kingdom
$647K +$598K +1,693 +1,946%
CTA
395
Chesley Taft & Associates
Illinois
$644K -$90.1K -255 -13%
QCG
396
Quadrant Capital Group
Ohio
$629K +$540K +1,529 +757%
MGP
397
Metis Global Partners
California
$622K -$231K -655 -28%
AAS
398
Avantax Advisory Services
Texas
$612K -$60.4K -171 -9%
UA
399
Unison Advisors
District of Columbia
$608K +$3.18K +9 +0.5%
PWS
400
Peloton Wealth Strategists
Indiana
$604K +$64.7K +183 +12%