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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
401
LECAP Asset Management
United Kingdom
$755K +$826K +2,134 New
APWM
402
Atlas Private Wealth Management
New York
$742K +$348K +898 +75%
AAM
403
Advisors Asset Management
Colorado
$734K -$112K -290 -12%
DWP
404
Daymark Wealth Partners
Ohio
$725K
BRWA
405
B. Riley Wealth Advisors
Florida
$721K +$790K +2,040 New
GCA
406
Greenwood Capital Associates
South Carolina
$700K +$137K +354 +22%
CIM
407
Contravisory Investment Management
Massachusetts
$699K +$12K +31 +2%
CAN
408
Cetera Advisor Networks
California
$694K +$296K +764 +64%
QCM
409
Quantinno Capital Management
New York
$667K -$331K -854 -31%
BC
410
Bridgefront Capital
Texas
$666K +$730K +1,885 New
MM
411
MQS Management
New York
$664K +$727K +1,877 New
Vontobel Holding
412
Vontobel Holding
Switzerland
$659K -$95.7K -247 -12%
CT
413
ClearAlpha Technologies
Connecticut
$656K +$719K +1,856 New
BOS
414
Bank of Stockton
California
$654K -$37.2K -96 -5%
MC
415
Machina Capital
France
$653K +$8.13K +21 +1%
CCIA
416
Campbell & Co Investment Adviser
Maryland
$647K +$709K +1,831 New
Wealth Enhancement Advisory Services
417
Wealth Enhancement Advisory Services
Minnesota
$639K +$2.71K +7 +0.4%
BCM
418
Bridgeway Capital Management
Texas
$636K +$697K +1,800 New
MLICM
419
Metropolitan Life Insurance Company (MetLife)
New York
$625K -$11.6K -30 -2%
TSS
420
Two Sigma Securities
New York
$623K +$683K +1,763 New
ECU
421
Eisler Capital (UK)
United Kingdom
$617K +$675K +1,744 New
BCWM
422
Bartlett & Co Wealth Management
Ohio
$616K
BC
423
Bartlett & Co
Ohio
$616K
ATC
424
Argent Trust Co
Tennessee
$612K
GGHC
425
Gilder Gagnon Howe & Co
New York
$603K -$3.83M -9,886 -85%