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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
401
Harvest Fund Management
China
$23K +$22.2K +84 New
IUHSA
402
Itau Unibanco Holding S.A.
Brazil
$22K +$21.4K +81 New
GAM
403
Gemmer Asset Management
California
$21K
CFG
404
Citizens Financial Group
Rhode Island
$21K +$20.3K +77 New
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$19K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$16K -$3.69K -14 -19%
BBHC
407
Brown Brothers Harriman & Co
New York
$16K -$528 -2 -3%
FHA
408
First Horizon Advisors
Tennessee
$16K
KC
409
Knuff & Co
California
$15K
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$15K +$264 +1 +2%
RWM
411
Raffa Wealth Management
District of Columbia
$14.9K
PCM
412
Penserra Capital Management
California
$11K -$1.2M -4,542 -99%
Fidelity International
413
Fidelity International
Bermuda
$8K
FPS
414
Fieldpoint Private Securities
Connecticut
$8K +$3.69K +14 +82%
FRA
415
Front Row Advisors
California
$7K
CWM
416
Cranbrook Wealth Management
Michigan
$6K
SQA
417
Simon Quick Advisors
New Jersey
$5K -$528 -2 -10%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$5K
RIA
419
Realta Investment Advisors
Delaware
$5K
ACM
420
Allred Capital Management
Texas
$4.15K +$3.96K +15 New
SPIA
421
Steward Partners Investment Advisory
New York
$4K -$7.12K -27 -64%
PCG
422
Private Capital Group
Connecticut
$4K
VFA
423
Valeo Financial Advisors
Indiana
$4K
CA
424
Crewe Advisors
Utah
$4K +$3.43K +13 New
SIC
425
Samalin Investment Counsel
New York
$4K +$4.49K +17 New