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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$699K +$199K +532 +38%
NB
402
Norinchukin Bank
Japan
$698K +$55.8K +149 +8%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$688K +$445K +1,189 +168%
PWM
404
Perigon Wealth Management
California
$681K -$5.62K -15 -0.8%
LFA
405
Legend Financial Advisors
Pennsylvania
$674K +$42.3K +113 +6%
AAS
406
Avantax Advisory Services
Texas
$673K -$68.2K -182 -9%
GCA
407
Greenwood Capital Associates
South Carolina
$658K -$46.4K -124 -6%
FDCDDQ
408
Federation des caisses Desjardins du Quebec
Quebec, Canada
$644K -$95.9K -256 -13%
MML Investors Services
409
MML Investors Services
Massachusetts
$637K +$230K +615 +54%
Vontobel Holding
410
Vontobel Holding
Switzerland
$632K -$18.7K -50 -3%
RAM
411
Readystate Asset Management
Illinois
$630K +$651K +1,739 New
PTC
412
Petrus Trust Company
Texas
$628K -$106K -283 -14%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$624K -$67K -179 -9%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$624K
TPW
415
Transatlantique Private Wealth
New York
$607K -$65.5K -175 -9%
FCM
416
Fieldview Capital Management
Michigan
$605K +$625K +1,668 New
UA
417
Unison Advisors
District of Columbia
$603K +$3K +8 +0.5%
SOW
418
State of Wyoming
Wyoming
$603K +$336K +897 +117%
Tudor Investment Corp
419
Tudor Investment Corp
Connecticut
$593K -$19.5M -52,081 -97%
IWC
420
Integrated Wealth Concepts
Massachusetts
$590K -$78.6K -210 -11%
IC
421
IEQ Capital
California
$585K +$286K +763 +90%
AI
422
Atria Investments
North Carolina
$581K +$600K +1,602 New
ATC
423
Argent Trust Co
Tennessee
$556K
AMIM
424
Aull & Monroe Investment Management
Alabama
$544K
PWS
425
Peloton Wealth Strategists
Indiana
$536K +$157K +420 +40%