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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
STA
376
Summit Trail Advisors
New York
$665K +$641K +1,898 New
M&T Bank
377
M&T Bank
New York
$664K -$38.5K -114 -6%
LG
378
Leuthold Group
Minnesota
$659K
TCA
379
Transcend Capital Advisors
New Jersey
$657K +$329K +974 +108%
VCA
380
Verdence Capital Advisors
Maryland
$636K +$338 +1 +0.1%
AIM
381
AXA Investment Managers
France
$622K +$600K +1,777 New
CTA
382
Chesley Taft & Associates
Illinois
$621K
PWM
383
Perigon Wealth Management
California
$615K +$176K +521 +42%
ECM
384
Everence Capital Management
Indiana
$607K -$245K -726 -30%
Holocene Advisors
385
Holocene Advisors
New York
$604K -$1.49M -4,422 -72%
PP
386
Prudential plc
United Kingdom
$602K
UA
387
Unison Advisors
District of Columbia
$592K +$3.04K +9 +0.5%
NIM
388
NEOS Investment Management
Connecticut
$591K +$367K +1,087 +181%
BFWM
389
Bright Futures Wealth Management
New York
$589K +$568K +1,681 New
WA
390
Waddell & Associates
Tennessee
$586K +$314K +930 +125%
CA
391
Clearstead Advisors
Ohio
$578K +$270K +799 +94%
BCWM
392
Bartlett & Co Wealth Management
Ohio
$577K +$338 +1 +0.1%
NA
393
NewEdge Advisors
Louisiana
$569K +$207K +613 +61%
SOW
394
State of Wyoming
Wyoming
$564K +$310K +917 +132%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$564K -$113K -334 -17%
Verition Fund Management
396
Verition Fund Management
Connecticut
$560K -$2.19M -6,482 -80%
SB
397
SIG Brokerage
New York
$553K +$28K +83 +6%
CG
398
Curat Global
New Hampshire
$544K -$10.1K -30 -2%
VF
399
Virtu Financial
New York
$543K +$524K +1,551 New
LWAM
400
Legacy Wealth Asset Management
Minnesota
$532K +$8.44K +25 +2%